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Daniel Heims

Daniel Heims

Office Manager / Registered Client Service Associate

(716) 633-7526

Dan@BearingStoneWealth.com

Daniel J. Heims is the Operations Manager/Registered Assistant of BearingStone Wealth in Williamsville, New York. Dan has been in the financial services field for over 2 years. Prior to a career in financial services, Dan spent sixteen years in the higher education field in the areas of student activities, orientation, transition, and retention. Both areas had a high level of event and logistics management.  

 Most recently, Dan was the inaugural Director of a Conference and Events office for a local college. In this capacity, Dan raised awareness of the college as a place to hold events by increasing the use and revenue of the facility during his two-and-a-half years in office. 

Dan has served on several Regional Conference Planning Committees while working in the Orientation, Transition, and Retention field. Additionally, Mr. Heims has combined his passions for cycling and cancer awareness through volunteering as a member of the Ride For Roswell Routes Planning group since 2012.

 

Education 

University at Buffalo

Graduate School:

  • Master of Education, M.Ed. 

Undergraduate:

  • Major: Communication
  • Minor: Sociology