About
Dave Heim
President and CEO
David Heim has been helping people since 1989 as a financial representative reach their retirement and investment objectives. He obtained a Finance Degree with an emphasis in Investments from Missouri State University while playing football and obtaining All-American honors. David is currently licensed in Missouri, Arkansas, Kansas, and Oklahoma. He also holds a Series 65 securities license as an Investment Advisor Representative.
Tammi Heim
VP of Operations/Agent
Tammi Heim has been helping people in the legal field and with estate planning since 1990. The last few years Tammi has been focused on helping people with their retirement goals along with her husband, David. She currently holds her insurance licenses in Missouri, Arkansas, and Kansas. Together, David and Tammi have over 50 years of experience with assisting clients.
Strategic Alliances
Tim Sullivan
Founder and CEO of Strategic Wealth Advisors Group
Tim and David began working together in 2009. They both have the same belief that helping clients with their financial planning should be the number one priority and both are fiduciaries. Tim, David, and Tammi regularly host seminars/workshops as a team to assist federal employees who are planning for their retirement.
Our firm’s strategic partners/alliances are not employees, or directly affiliated with, our firm.
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.