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Putting Our Baby Boomer, Gen Xer & Millennial Minds Together

To Work for YOU

Northbank Partners team picture with Phil, Bob, Tyler, and Toni

About Northbank Partners

We are a financial services firm created and established as a multi-generational practice. We know that client/advisor relationships are built on a foundation of trust that develops and solidifies over time. As LPL Financial Advisors, we are held to the fiduciary standard, meaning we have a legal and moral responsibility to act in your best interest. Given our team-oriented culture, we always work together to serve each and every one of our clients.



Get to Know Us



Phil Heesen, AIF®, CRC® Photo
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Phil Heesen, AIF®, CRC®

"The Baby Boomer"

Phil Heesen, AIF®, CRC®

Financial Planning and Investment Management

Phone: (804) 250-3148 ext. 400

E-mail: pheesen@northbankpartners.com


"The“Baby Boomer”

  • Began his financial services career in 1984.
  • Co-founded Infinity Financial Partners in 2000.
  • In 2018, along with Bob Wheatley, Tyler Dove and Toni Powell, spun off our new company, Northbank Partners LLC.


“It is extremely rewarding to sit down with clients and provide solid planning and careful money management. I believe that all clients are unique and deserve personalized advice. It is also important to be realistic and open to new ideas. Strategies will not always turn out as expected and course correction remains critical to successful outcomes. I am very fortunate and grateful for the confidence and support from the wonderful clients I have the privilege to serve.”

In January of 2011, Phil hired a junior partner, Bob Wheatley, to assist him in working with clients and to establish a long-term business succession plan.

Phil is an Investment Advisor Representative and holds the Series 7, 63, 65 securities registrations with LPL Financial as well as life and health insurance licenses. Phil has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. 

Phil also earned the Certified Retirement Counselor® professional designation from the International Foundation for Retirement Education. Both designations require ongoing professional education annually as well as adherence to strict codes of ethics.

Phil moved to Richmond in 1977 and taught in Chesterfield County Schools after graduating from West Chester University with a BS in Education. He began his financial services training in 1984.

As Phil starts to scale back and ease into retirement, he and his wife, Cindy, enjoy hiking, traveling, and spending time with their grandchildren.  They have three children; Philip, Noelle, and Kelly.

Bob Wheatley, AIF® Photo
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Bob Wheatley, AIF®

"The Gen Xer"

Bob Wheatley, AIF®

Financial Planning and Investment Management

Phone: (804) 250-3148 ext. 100

E-mail: rwheatley@northbankpartners.com


"The Gen Xer”

  • Started his financial services career in 2008.
  • Later joined Phil at Infinity Financial Partners in 2011.


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 back in 2008, 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 to help individuals, families and small business owners in the various aspects of their financial lives.

Bob is an Investment Advisor Representative and holds the Series 7 and 66 securities registrations with LPL Financial as well as life and health insurance licenses. Bob has earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

He and his wife, Laura (a native of Italy) have one daughter, Adele. In his free time, Bob can be found out in the woods of Goochland County building mountain bike trails or riding bikes with his friends, oftentimes leaving his wife wondering where the heck he is!

Tyler Dove, CFP® Photo
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Tyler Dove, CFP®

"The Millennial"

Tyler Dove, CFP®

LPL Investment Advisor Representative

Phone: (804) 250-3148 ext. 300

E-mail: tdove@northbankpartners.com


"The Millennial”

  • Began his career in 2013.
  • Joined Phil and Bob in August of 2015.
  • Earned his CFP designation in 2017.


Tyler came on board in the summer of 2015, having spent his first few years after college in the insurance business selling health insurance and Medicare policies. He is a graduate of Virginia Commonwealth University with a bachelor's in political science.

Having spent his early years under the tutelage of Bob and Phil, Tyler now shares the responsibilities of a fully-fledged advisor on our team. Just as Bob is Phil’s succession plan, Tyler is Bob’s succession plan—making Northbank Partners a truly multi-generational firm.

Tyler is an Investment Advisor Representative with LPL Financial who holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the series 7 & 66 securities licenses, held with LPL Financial. He also holds life and health insurance licenses.

Tyler, a rabid Steelers fan, enjoys cooking and puts the office kitchen to good use almost on a daily basis.  Outside of the office, he and his wife, Kayla, spend much of their time chasing around their two young daughters, Liana and Lila.  

Toni Powell  Photo
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Toni Powell

"The Specialist"

Toni Powell

Client Service and Administration

Phone: (804) 250-3148 ext. 200

E-mail:toni@northbankpartners.com


"The Specialist”

  • Our incredible administrative assistant and office manager.
  • Started working with Phil in 2005.


Toni, our wonderful administrative assistant and office manager, started working with Phil in 2005. She is truly the brains of the operation behind the scenes!  Prior to that, she worked with the financial service firms, Prudential Bache and Smith Barney in Washington, DC. 

Toni graduated from Brevard College in North Carolina with a Liberal Arts Associate Degree. In her spare time, she enjoys playing tennis and golf, and she also loves to read.