Our People

Assisting you with your financial goals is a privilege. At Security Trust & Investments, it’s an honor we take seriously.

Phil Heffley, CFP® President


Focuses on financial planning and retirement planning for clients. As a member of the Wealth Planning
Group, Phil also assists clients with social security, estate and tax planning.


Over 30 years in the trust and investment management business

Over 25 years as a presenter for Hallmark Cards at quarterly retirement planning seminars


BS in Business Administration, University of Kansas

BS in Mechanical Engineering, University of Kansas


Professional / Civic Affiliations

Estate Planning Society of Kansas City, Member

Catholic Charities Foundation - Kansas City and Saint Joseph Missouri, Past Board Member

Catholic Charities - Kansas City and Saint Joseph Missouri, Past Investment Committee Member

Provided numerous Financial Planning and Estate Planning seminars for members of a Large National Doctors group

Our People