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Dennis Heim

Sr. Wealth Advisor

CFP®, CRPS®

dheim@merceradvisors.com

Dennis was a co-founder of Heim, Young & Associates, Inc. which was acquired by Mercer Advisors in 2022. He graduated from Missouri State University with a Bachelor of Science in Business and has over 37 years of experience. Dennis’ designations include CERTIFIED FINANCIAL PLANNER™ professional, and Chartered Retirement Plan Specialist™. Dennis is actively involved in the community, including Sunrise Rotary of Springfield, where he has been a member for 35 years and served as chairmen for a variety of committees. Other community activities include Cox Health Board of Directors, where he served as Chairman of the Board. Mo Sports Hall of Fame Board of Directors, and Children’s Miracle Network Campaign Committee. Dennis and his wife, Anne, have 2 girls. Dennis enjoys playing golf, reading, and spending time with his family.

Springfield

1256 East Kingsley

Springfield, Missouri 65804

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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