Ray Evans, CFP®, AIF®
Ray set out to create a unique and personal approach to wealth management when he founded Pegasus Capital Management more than 25 years ago. His dissatisfaction with the one-size-fits-all approach in his industry lead to the creation of a firm that brings together a customized team of specialists. Today, Ray serves high-net-worth clients and their families and offers a suite of services to help these families and businesses to reach their objectives.
Ray is a big supporter of the University of Kansas where he currently serves as a trustee on the board of the KU Endowment. He also serves on the advisory boards for KU’s Edwards campus and for the KU Medical Center Cancer Partners. He is the past chairman of the National Board of Directors for University of Kansas Alumni Association. Ray was recently recognized with the Ellsworth Medallion Award by the KU Alumni Association for all his work for the university. He also supports many charitable organizations, including Catholic Education Foundation, Higher Impact, and the Keith Worthington Chapter of the ALS Association.
In addition, Ray adds the title of author to his many roles. He has written articles for the Kansas City Business Journal and Wealth Resources and contributed to the book You Can't Afford the School of Hard Knocks.
Ray received a BS in business and an MBA from the University of Kansas. Ray enjoys spending time with his wife, Sarah, and their three children.
Ray Evans is proud to have been recognized as a Leaders Level advisor for 2018—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
To compile the 2019 list, the Financial Times evaluated nominees on several primary areas and calculated a numeric score for each advisor. The areas of consideration include assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 960 qualified applications were considered; and 400 (40.6 percent of candidates) were recognized. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com
Jim Heeney, AAMS®
Jim returned home to Overland Park in 2013 from Wichita after spending 30 years there, half with Koch Industries, and half in the investment business starting with AG Edwards in 1999. He joined Pegasus in 2014, following a talk with longtime college friend Ray that they would one day share an office. Jim graduated KU with a BS in business administration and also played baseball. He continues to enjoy working with families on their wealth management. Jim acquired his AAMS designation from the College for Financial Planning in 2006.
Jim’s parents, siblings, as well as one of his three adult children, are all in the Kansas City area. He loves being back close to family, friends, Lawrence, and the Royals. Jim has a love for the outdoors and enjoys running, biking, hunting, and fishing. He supports Johnson County 3&2 and Ban Johnson baseball organizations and is a board member for the University of Kansas K-Club.
Connor joined Pegasus Capital Management in October 2018. As an advisor, he works with individuals and families by focusing on developing a plan to achieve their financial goals.
Connor graduated from Baker University, where he was a member of the football team, with degrees in business management and sports administration. He then went on to earn his MBA from the University of Kansas while working as a graduate assistant at the Williams Education Fund.
Connor began his career in the financial services industry with Falcon Wealth Advisors in Mission Woods, Kansas, as a wealth management analyst. Connor holds FINRA Series 7 and 66 securities registrations.
He and his wife, Sara, currently reside in Overland Park. In his free time, Connor enjoys supporting the Jayhawks and staying as athletically active as possible outdoors.
Director of Operations
Jaime began her career in the financial services industry in 1997 and brings extensive experience to Pegasus Capital Management as the director of operations. She specializes in operational issues, investment assistance, and delivering exceptional customer service.
Prior to joining Pegasus, Jaime most recently worked for UBS Financial Services as a wealth management associate. She was honored with the UBS Pursuit of Excellence award in 2012. She also served as an office and firm-wide training resource and mentor to other client service associates during her time with UBS. Preceding UBS, Jaime was a profit formula administrative manager with Wells Fargo Advisors (formerly Wachovia Securities) and operations manager at Fahnestock & Co. Inc. in Wichita, Kansas, where she holds FINRA Series 7 and 66 securities registrations.
Jaime earned her BS degree in management with an emphasis in information technology from Baker University.
Client Relations Manager
Ashley joined Pegasus Capital Management in 2014 as a client relations manager. She is responsible for handling client service issues, processing new business, and client communication.
Prior to joining Pegasus, Ashley worked for Wells Fargo Advisors as a client associate. Before working in the financial industry, Ashley was a claims adjuster with Farmers Insurance Group.
Ashley graduated from the University of Nebraska Omaha with a BS in finance and banking.
Kate Blatherwick Pickert
Kate is happy to call the Kansas City area her home after living in several cities growing up. She landed at Pegasus Capital Management in July 2007 as the firm’s relationship manager. She takes care of client communications and website coordination, as well as plans and implements client events and activities.
Before joining Pegasus, Kate worked in broadcast news for more than eight years, most recently as the 5:00 P.M. news producer at Kansas City’s KMBC 9 News. She left broadcasting after her first child was born, but not before she won the 2006 Mid-America Regional Emmy for the best newscast.
Kate comes from a long line of Kansas University Jayhawks: four generations. She graduated from KU with a BA in English and an MS in journalism. She holds FINRA Series 7 securities registration (General Securities Representative) through Commonwealth Financial Network®.
Kate loves her volunteer work with her children’s school and is an active alumna with Pi Beta Phi. Kate lives in Lawrence with her husband and two daughters.