Phil Heesen, Ronnie Poindexter, and John Richards have been working together as financial advisors since 1985.  In April of 2000, they formed Infinity Financial Partners with the idea of becoming an independent firm, better suited to serve their clientele and grow their individual practices.  Rob Kellis joined the firm later that year.  The group's combined experience in the financial services profession is over 90 years.

Our administrative staff is exceptional, having anywhere from eight to fifteen years of experience working with us.  Our staff offers tremendous support in the daily administrative activities that go into client service, such as accurate and timely documentation, updating account information and efficiently working to solve service issues for clients that arise from time to time.

Our Advisors

 Phil Heesen
Phil graduated from West Chester University with a B.S. Degree in Education in 1977. Phil taught secondary education in Chesterfield County Public Schools for 7 years before starting his Financial Services practice in 1984.

Phil and his wife Cindy have 3 children, Philip, Noelle and Kelly.

Ronnie Poindexter
Ronnie graduated from Virginia Tech in 1982 with a B.S. in Finance. He started his Financial Services practice in 1983. 
Ronnie and his wife Pat have two children, Ellie and Daniel.

John Richards
John graduated in 1985 from Randolph Macon College with a B.A. Degree in Business and Economics and began his Financial Services practice that same year.

John and his wife Mary have two children, Sarah and Maggie.  

Rob Kellis
Rob graduated from Rensselaer Polytechnic Institute with a B.S. Degree in Chemical Engineering in 1978. After starting his career with E.I. duPont de Nemours, he held increasingly responsible positions with Honeywell International (formerly AlliedSignal) before starting his financial services practice with Infinity in 2001.

Rob and his wife Sharon have three daughters, Elizabeth, Caroline, and Catherine.

Bob Wheatley
Bob joined the firm in January of 2011 to work directly with Phil as a junior partner.  Before reinventing himself in the financial services industry three years ago, he worked as an analytical chemist for nearly ten years, five of which were spent sailing around the world on an oceanographic research vessel.  He now applies his analytical mind toward working with individuals, families and small business owners in the various aspects of their financial lives.

He and his wife, Laura (a native of Italy) have one daughter, Adele. In his free time, Bob enjoys spending time with his family, traveling abroad, and mountain biking.