Mr. Henyey is a Principal at Vantage Financial Group. He joined the firm in 1990 and provides personalized financial advisory and investment management services. His main areas of competency and specialization include investment management, tax planning, retirement income planning, estate planning and long-term care insurance. Prior to joining Vantage, Jim entered the financial services business in 1974 at KeyBank, N.A. where he held various senior management positions including District Bank President from 1986 to 1989.
Jim earned the Certified Financial Planner (CFP®) professional certification in 1990. He is a member of the Financial Planning Association on both the local and national levels. Throughout his career, Jim has served on the boards of various non-profit organizations and as treasurer of his church and the Cleveland Lutheran High School Association. The native Clevelander, Jim received his Bachelor of Arts (B.A.) degree from Allegheny College.
Jim is a Registered Representative (Series 6, 7, 63) with Cetera Advisor Networks LLC, a registered broker/dealer, member FINRA/SIPC, and has his Life, Accident & Health, and Annuity insurance licenses. He is also an Investment Adviser Representative with Vantage Financial Group’s investment advisory firm.