DiSette Team

DiSette Team

Timothy DiSette, ChFC®, AIF®

Senior Partner

Professional Designations, Honors, Certifications, Registrations, and Affiliations

  • Accredited Investment Fiduciary® (AIF®
  • President's Club and President's Cabinet 
  • Greater Kansas City's Financial Planner of the Year, 1998 
  • Registered Securities Representative with Commonwealth Financial Network® 
  • Holds FINRA Series 7 and 63 securities registrations and Life and Health licenses 
  • Church of the Resurrection “Beyond Kansas City” Missions Leadership Team 
  • Member and Former Chairman of Ethics, KC Society of Certified Life Underwriters and Chartered Financial Consultants 
  • Former Chairman of the Endowments and Finance Chairman, Leawood United Methodist Church 
  • Heartland Chapter, Boy Scouts of America

Specializations

  • Wealth Preservation/Estate Planning 
  • Business Contingency Planning 
  • Retirement Planning 
  • Investment Planning 

Personal Information

Tim is a frequent speaker on business continuation, estate planning, and charitable planning. He has spoken on behalf of numerous business associations and charitable organizations across the United States. Tim, his wife, Rebecca, and their three sons reside in Leawood, Kansas.

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Tim DiSette is proud to have been recognized as a Summit Club advisor for 2015—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA who helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club 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.

Jim Stanziola JD, ChFC®, AIF®

Partner

Jim has been providing financial advice in this area for more than 20 years. Additionally, he has a JD from Drake University School of Law; a BA from the University of Vermont; and a Chartered Financial Consultant® (ChFC®) certification from The American College. After law school, Jim successfully completed bar exams in the states of Iowa, Missouri, and Kansas. He has been a frequent speaker for several national organizations in the areas of estate and business succession planning. He is a prior board member and a current participant of the local chapter of the Society of Financial Service Professionals.

Personal Development

Jim has run several marathons and is a member of the largest running group in the Kansas City area. He competes in the Mid-American Running Association and won his age group as the top runner in the region for 2011 and 2012. He and his wife, Lori, have three children, ages 23, 21, and 16, with the youngest a junior at Shawnee Mission East High School. His life experiences have taught him the importance of managing wealth and having an effective plan for family wealth distribution.

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The Five Star Wealth Manager Award is based  on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.  785 Kansas City wealth managers were considered for the award; 176 (23 percent of candidates) were named 2014 Five Star Wealth Managers.  These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Scott Herz

Advisor

Education and Professional Designations

  • More than 20 Years of Experience Working with Qualified Retirement Plans
  • Holds FINRA Series 6, 63, and 65 securities registrations
  • Holds Life and Health licenses
  • Registered Representative with Commonwealth Financial Network®
  • Involved Member, Church of the Resurrection 

Specializations

  • Qualified Retirement Plan Consulting
  • Qualified Plan Fiduciary Services
  • Business Continuity Planning
  • Retirement and Investment Planning 

Personal Information

Scott and his wife, Robyn, have been married for 20 years and reside in Olathe with their three children.

Bob Lenzmeier

VP of Business Development

Education and Professional Designations

  • University of Missouri-Kansas City, BS, Business Administration, Marketing
  • Holds FINRA Series 6, 26, and 63 registrations

Specializations

  • Plan Sponsor Support and Service
  • Participant Support and Service
  • Retirement Plan Operations
  • Business Development and Marketing
  • Relationship Management

Personal Information

Bob has been in the retirement plan business for more than 25 years. He and his wife, Mitzi, reside in Kansas City, Missouri, with their son. He enjoys spending time with family and friends, barbecuing, and being outdoors.  

Pati Priest

Office Manager

Specializations

  • Group Employee Benefits
    • Medical Insurance
    • Dental Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Life Insurance
    • Voluntary Benefits

Personal Information

Pati was new to the financial services industry when she began working with Tim DiSette in 1998. Since then, she has gained experience in the various day-to-day operations of a financial planning practice, from processing new business to handling client service issues. As a team member of Infinitas, her role has shifted to group benefits support, human resources, office management, and backup to other team members.

Candice Basile

Director of Client Services

Education and Professional Designations

  • University of Kansas, BA, Psychology/KU School of Business Minor
  • Daytona State College, AA, General Studies

Specializations

  • Client Service and Support
  • Investor Support and Service

Personal Information

Candice joined in 2016 with the dedication and passion in always delivering the highest level of service to Infinitas’s clients. Candice lives in Overland Park and enjoys spending her time being active with her dog, Thor; going to the gym; and working on projects around her home.

Zach DiSette

Client Services Associate

Education

  • University  of Alabama,  BS, Commerce and Business Administration

Specializations

  • Client Services and Participant Support
  • Investment and Model Management Services

Personal Information

Zack joined lnfinitas in 2016, upon graduating from the University of Alabama, to pursue a career in financial advising. Zack lives in Leawood, Kansas, and enjoys spending time outdoors at the lake, playing golf, and relaxing with family and  friends.