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Family Wealth Leader Promoted at Brown Smith Wallace

01.29.2013

David Heilich Promoted to Partner


Heilich_Dave

ST. LOUIS (January 14, 2013) Brown Smith Wallace has promoted David Heilich, CPA, to Partner. Heilich’s new role as partner recognizes his successful role as practice leader of the firm’s Family Wealth Planning practice. Heilich, who joined the firm in December 2005 and has nearly 20 years experience, led the growth and development of the practice. The firm’s family wealth planning practice serves family businesses, wealthy families, executives and professional athletes with comprehensive tax wealth management services.

“David has been integral to the development and success of the firm’s Family Wealth Planning practice,” said Harvey Wallace, managing partner at Brown Smith Wallace. “In today’s volatile political environment, our clients have experienced a growing need for strategic wealth planning to protect their assets and achieve their financial goals. Well deserved recognition for David’s commitment to serving his clients and the firm.”

A licensed certified public accountant, Heilich is a member of the American Institute of Certified Public Accountants, the Missouri Society of Certified Public Accountants and the Estate Planning Council of St. Louis.

Heilich earned a Bachelor of Science Business Administration degree in Accounting from Saint Louis University. An active civil servant, he currently serves on the American Red Cross Planned Giving Advisory Council, the Planned Giving Super Committee for the SSM Health Care Network Foundations, the Planned Giving Cabinet for the Barnes Jewish Hospital Foundation and the St. Louis County Library Foundation Professional Advisors Group.

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About Brown Smith Wallace
Brown Smith Wallace LLC is the second-largest locally owned independent full-service CPA and business consulting firm in Missouri with 200 employees throughout the region. Through a network of offices in St. Louis, St. Charles and Glen Carbon, Brown Smith Wallace is the only CPA and business consulting firm that makes A Measurable Difference to its clients by delivering six measurable differences, which include providing a guarantee in writing. For more information, visit www.bswllc.com or call 314-983-1200.

 

For More Information Contact:
Cheryl Foster 314.983.1321 cfoster@bswllc.com
Michael Bowlan 314.983.1207 mbowlan@bswllc.com

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