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Jim Heeney

AAMS®

FINANCIAL ADVISOR

Jim graduated from the University of Kansas, where he also played baseball, earning a BS in Business Administration. He then spent 15 years with Koch Industries in Wichita, KS before transitioning into the investment industry in 1999 with AG Edwards.

He returned to Overland Park, KS in 2013 and joined Infinitas in 2014. Client Relationship Manager Ashley Goeken also joined alongside him and continues to work closely with his clients today.

Jim enjoys helping families navigate their wealth management needs as part of the Infinitas team. He earned his AAMS designation from the College for Financial Planning in 2006.

Jim’s parents and siblings all reside in the Kansas City area. He has three adult children living in Wichita, Denver, and Kansas City and earned the title of “grandpa” in 2020. He enjoys being close to family and friends, cheering on the Royals, and spending time outdoors in Colorado running, biking, hunting, and fishing in the cool mountain air.

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Meet The Team

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Explore Your Financial Future With Jim

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The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

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