Advisor Directory

David Heide, CFP®

Managing Director - Financial Advisor

Senior Portfolio Manager

Vanessa Poppie

First Vice President - Financial Advisor

Senior Portfolio Manager

John J. Dwyer, CFP®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

Chicago Legacy Group

Ryan Penders

Vice President - Financial Advisor

Portfolio Manager

Daniel Jakuta, ChFC®

Senior Vice President - Financial Advisor

Senior Portfolio Manager

Trevor Heide, AIF®, CFP®

First Vice President - Financial Advisor

Senior Portfolio Manager

Jeff Neumann

Managing Director - Financial Advisor

RBC Sports and Entertainment Professional

Heide Wealth Management Group

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