David Heim is an Investment Advisor Representative working in association with Strategic Wealth Advisors Group, a Registered Investment Advisor based out of Michigan. David Heim’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
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.
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.