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.
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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.