Jon Heim

Financial Advisor

For nearly 19 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’m a Simpson College graduate and got started in the financial services industry right after graduation at New England/MetLife. I joined Principal® in 2018.

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, and our boxer, Charlie. I currently serve on the board of the Miracle Field at Kellan’s Kingdom and am very active in volunteering at my kids’ school. In my free-time I enjoy playing golf and watching college football.




Phone 515.246.7178