Senior Vice President - Financial Advisor
Joe has spent his entire 20-plus year career working with, and catering to, the distinct needs of professional athletes and those in the sports business. He has a unique, exceptional background and his knowledge stems from his prior experiences in professional sports as a contract advisor and attorney (non-practicing), as well as the financial services industry with a focus on professional athletes and sports professionals.
Joe earned a Bachelor of Science degree in politics from Ithaca College, where he also played for the NCAA Division III Football National Championship team in 1991 and was recognized as an NCAA Division III Football All American in 1993. Joe also went on to earn his J.D. from Thomas Jefferson School of Law in 2002 and his securities and insurance licenses after joining the Heide Wealth Management Group.
Although many of Joe’s clients are in professional sports, he says it all boils down to helping families and shaping their future, no matter what their profession or business may be.
Joe and his family enjoy outdoor activities like hiking, kayaking and Brazilian Jiu-Jitsu. In 2017, along with his sister and wife, Joe co-founded “Kristin’s Fund,” a nonprofit organization aimed at preventing domestic abuse.
Caleb provides holistic financial solutions for high-net-worth individuals with a focus on professional athletes and entertainers. As a former professional quarterback in the NFL, he has a unique advantage of experiencing similar life events and struggles to his clients. Working with Caleb, you also get the advantage of having the collective power of the Heide Wealth Management team, with more than 30 years of experience in the financial industry.
Caleb began his career at RBC Wealth Management in 2019 as the newest member of the sports and entertainment professionals at Heide Wealth Management, a team that has worked with athletes and entertainers for more than a decade. Caleb previously had a seven-year NFL career, as well as a stint as an entrepreneur.
He graduated from Colorado State University with a Bachelor of Arts degree in liberal arts. Caleb volunteers his time at his local church and organized many community projects. He was born in Dallas, Texas, and grew up in Forney, Texas. Caleb moved to Palos Park, Illinois, in December 2019 with his wife, Andrea, three children and their two dogs. In his free time, he enjoys traveling with his family and watching and playing sports.
Senior Vice President - Financial Advisor
Jeff is the conceptual architect of the “sports and entertainment division” of the Heide Wealth Management Group. Since 2003, his years of experience serving professional athletes and entertainers in various capacities brings a deep understanding and vantage point of the lifestyle of an athlete and entertainer. Jeff’s investment model puts an emphasis on the day-to-day unique financial life cycle management that athletes and entertainers require, making that the focal point of his relationships. In addition to working with a selective group of clients, he oversees the daily operations and growth of the sports and entertainment division as new team members and clients are acquired.
Jeff was a flourishing baseball pitcher in high school and college and had a promising career ahead of him until a flexor tendon injury took him out of the sport. His continued passion for professional athletes and entertainers can be seen in his client interactions and the care he takes to understand the unique wealth and careers of these professionals. When meeting with Jeff, you will see that he is genuine and passionate about his work. He prides himself on being trustworthy and has the ability to help clients manage their assets and liabilities. As Jeff says, “I enjoy helping my clients maintain their wealth for this life and helping them transfer their wealth to future generations in order to assure the sacrifices on the field, ice, court or studio away from their family ultimately pay dividends.”
Jeff attended South Suburban College in the suburbs of Chicago. He and his wife, Stephanie, reside in Lemont, Illinois. They have three children: Lily, Conner and Greyson. Jeff takes pleasure in spending time with family and enjoys all kinds of sports. He is an avid follower of his clients’ careers and openly welcomes their families to be a part of his. Jeff particularly enjoys golfing and fishing in his free time.
Associate Vice President
Adam is a senior financial associate with Heide Wealth Management Group. He started in the financial services industry in 2005, helping professional athletes and their families achieve financial stability and success.
Adam graduated from The University of California, Berkeley, in 2003 with a degree in interdisciplinary studies. He earned his Accredited Asset Management SpecialistSM designation from the College for Financial Planning and works every day with his clients on their unique needs and how everything in their financial lives relates to one another. With a strong focus on expense management and investment planning, Adam works with his team to help make sure his clients always know where they stand financially.
Adam, his wife, Azi, and daughter, Layla, along with dogs, Desi and Emmie, recently moved from Los Angeles to Portland, Oregon. Away from the office, Adam enjoys hiking, yoga and watching hockey.