Health & Fitness
Former Chicago Athletes Visit New Heide Wealth Management of Wells Fargo Advisors Offices
Troy Brouwer (currently of the Washington Capitals) and Caleb Hanie (currently of the Baltimore Ravens), both clients of Heide Wealth Management, visited the new Heide offices, appearing in photographs and signing autographs for all who were present.
While Heide Wealth Management Group has been located at 7420 W. College Drive (Route 83) in Palos Heights since 2001, they moved into newly expanded offices on the second floor of the building in early May.
“The new offices provide more space for our entire team, with larger meeting areas for both clients and staff,” said David Heide. “Floor to ceiling glass windows and doorways enable our team members to work closely together while providing everyone with great views of Palos Heights, a community we’re all proud to be part of,” he added.
Dave Heide, Managing Director-Investments, began working in the financial services industry in 1990 and joined Wells Fargo Advisors in 2000. Mark Anderson, First Vice President-Investments, joined Heide Wealth Management Group in 2008 and Daniel Jakuta, Vice President-Investments, became part of the team in 2002.
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In 2012, Heide Wealth Management Group welcomed Jeff Neumann, Senior Client Associate, to the team, expanding the number of current and former professional athletes on the firm’s client roster. His involvement has positioned our group to better address the unique needs of these clients, including wealth management and balancing the financial risks of their professions with a need to sustain their lifestyle beyond their playing careers.
The Heide Wealth Management Group strives to preserve and grow clients' assets in all economic conditions. They believe in goal-oriented investment strategies and helping clients achieve financial independence. To learn more about the Heide Group visit www.heidewealthmanagement.com or call (708) 923-3200.
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For Information, contact:
David Heide, Managing Director - Investment Officer, Heide Wealth Management Group at 708-923-3200 or david.heide@wellsfargoadvisors.com or Juli Barcelona, President, Barcelona Creative Group at 630-320-6424 or juli@barcelonacreative.com
Pictured from L to R are David C. Heide,CFP® Managing Director – Investment Officer of Heide Wealth Management Group, Former Chicago Bear Caleb Hanie, Mark T. Anderson, CFP®, AAMS®, First Vice President – Investment Officer of Heide Wealth Management Group, Former Chicago Blackhawk Troy Brouwer, Daniel G. Jakuta, LUTCF, ChFC®, Vice President – Investment Officer and Jeff Neumann, Senior Client Associate of Heide Wealth Management Group.
About Wells Fargo Advisors
With $1.3 trillion in client assets as of June 30, 2013, Wells Fargo Advisors provides investment advice and guidance to clients through 15,268 full-service financial advisors and 3,340 licensed bankers. This vast network of advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
Investment products and services are offered through Wells Fargo Advisors, LLC.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, and the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 270,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2013 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.
Investment and Insurance Products:
Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate
CAR 0713-05463
