Pegasus Capital Management Team

Pegasus Capital Management Team

 

 

Ray Evans, CFP®, AIF®

Senior Partner

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 offering a suite of services to help those families and businesses 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 is also serving on the advisory boards for KU’s Edwards campus and for the KU Medical Center Cancer Partners. He is also 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.

leaders_seal

Ray Evans is proud to have been recognized as a Leaders Level advisor—a distinction based on annual production attained by just 6 percent of advisors affiliated with Commonwealth Financial Network during 2014.

Each year, Commonwealth, the broker/dealer–RIA 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.

James Heeney, AAMS®

Advisor

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 degree from the College for Financial Planning in 2006.

Jim’s parents and siblings are all in the Kansas City area, as well as one of his three adult children. 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 University of Kansas K-Club.

James Allen

Advisor

James joined Pegasus Capital Management in February 2014. He works directly with clients and the Pegasus team of specialists who provide each client comprehensive wealth management advice.

Prior to joining the Pegasus Capital, James worked for Mariner Wealth Advisors in Leawood, Kansas, where he was the education and enrollment coordinator for the firm’s retirement plan division. He was responsible for retirement plan enrollment and educating clients on retirement planning. Prior to Mariner, James worked at Bank of Prairie Village as a private banking and loan officer.

James attended the University of Kansas where he graduated with a BA in economics.

Jaime Rogers

Director of Operations

Jaime began her career in the financial services industry in 1997 and brings extensive experience to Pegasus Capital Management as 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 sarvice 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 Series 7 and Series 66 securities registrations.

Jaime earned her BS degree in management with an emphasis in information technology from Baker University.

Ashley Goeken

Client Relations Manager

Ashley Goeken 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

Relationship Manager

Kate is happy to call the Kansas City area her home after living in several spots 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.

Prior to 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 a 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 alumnae member of Pi Beta Phi Sorority where she serves as a trustee on the Pi Beta Phi Foundation. Kate lives in Lawrence with her husband and two daughters.