Jon Heim, CFP®, RICP®, ChFC®
Financial Advisor
Book directly on my calendar here.
For 20 years, I’ve been connecting with clients and providing customized financial plans to meet the unique needs of business owners, families, and medical professionals.
I enjoy building relationships with people in all stages of life. My wife, Michelle, is a physician and I understand the unique financial challenges physicians and residents face. I regularly conduct educational seminars in the Des Moines area for multiple residency programs, including Des Moines University and Broadlawns Hospital.
My small-town roots run deep. Michelle and I live in Carroll, Iowa with our children, Claire and Harrison. In my free-time, I enjoy coaching my both my kids in a variety of sports, being outdoors and playing golf.
In 2014, I received the 4 Under 40 Award recognized by NAIFA. It is awarded to financial professionals under 40 who excel in their field while also giving back to the industry and their community.
I hold FINRA Series 6, 7, 63, and 65 registrations, as well as the CERTIFIED FINANCIAL PLANNERTM mark and Retirement Income ProfessionalTM (RICP®) designation from the American College. I also am a Chartered Financial Consultant® (ChFC®).