Glenn Team

Glenn Team

Bruce Glenn, CBFA®, CRPS®, AAMS®

Partner

Professional Designations, Honors, Certifications, Registrations, and Affiliations

  • Accredited Asset Management Specialist® (AAMS®)
  • Thirty Years Combined Experience in Financial Planning, Business Consulting (domestic and internationally), Training and Operations (Positions included Director of Operations, Director of Training, Corporate Consulting, Senior Regional Director, Franchise Consultant, Proprietor)
  • Top Regionally Awarded Advisor and Top Gun numerous years*
  • Awarded Mentor and Trainer to Financial Advisors
  • Coordinates, Master Mind Consulting Group
  • Member and Committee Chair, Financial Ministry, Episcopal Church
  • SR, Warden to the Vestry, Good Shepherd Episcopal Church
  • Registered Securities Representative
  • Holds FINRA Series 6, 7 , and 66 securities registrations (through Commonwealth Financial Network®)
  • Holds Life, Health, Annuity, and Long-Term Care licenses
  • Degree and Certifications in Business and Asset Management

Specializations

  • Family Protection and Wealth Accumulation Strategies
  • Tax-Qualified Retirement Plans
  • Business Continuation Planning
  • Executive and Employee Benefit Products

Personal Information

Bruce resides in Liberty, Missouri. He has been married 27 years to his wife, Cherri. They have been blessed with two beautiful daughters, Kristina and Heather. They have two rescue dogs and a cat. Bruce and his family enjoy activities that include boating, snow and water skiing, pole vaulting, and power lifting.

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Bruce Glenn 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.

*Top Gun award is based on five performance metrics, including production and achieving proprietary benchmarks at Edward Jones, previous broker/dealer.

Kristina (Glenn) Strickland

Director of Operations

Education and Professional Designations

  • FINRA Series 63 Uniform Securities Agent State Law Exam
  • FINRA Series 6 Investment Company Products/Variable Life
    Contracts Representative Exam

Specializations

  • Participant Service and Support
  • Participant Education
  • Investor Support and Service

Personal Information

Kristina joined our team in 2013 and is a second-generation financial professional. Kristina enjoys spending time with her family, playing softball, swimming, and snow skiing. Kristina lives in Liberty, Missouri, with her husband, Shawn, their daughter, Lorelai, and their two rescue dogs. 

Brent Caswell

Director of Business Development & Advisor

Education and Professional Designations

  • Holds FINRA Series 7 and 66 securities registrations 
  • Holds Life, Health, Disability, and Long-Term Care licenses
  • Registered Representative with Commonwealth Financial Network®

Specialization

  • Family Protection and Wealth Accumulation Strategies
  • Tax-Qualified Retirement Plans
  • Business Continuation Planning
  • Retirement Planning

Personal Information

Brent and his wife, Michele, have been married for 23 years. They have a son, Cole, and a daughter, Rian, with whom they support and participate in numerous sports and musical activities together. Brent is an involved member of the Community of Christ. He also volunteers for numerous national and local charitable organizations, including Eagle Scout: Boy Scouts of America and Heart of America Council. The Caswell family lives in Independence, Missouri.

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.  

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.

Tammy Tetzlaff

Director of Qualified Plan Services

Professional Designations, Certifications, Registrations, and Affiliations

  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)
  • The American Society of Pension Professionals & Actuaries (ASPPA)
  • Accredited Pension Administrator (APA)
  • The National Association of Plan Advisors (NAPA)
  • The National Tax Sheltered Accounts Association (NTSAA)
  • Holds FINRA Series 6 and 63 Securities Registrations and Life and Health Licenses 

Specializations

  • ERISA Compliance
  • Plan Sponsor Support and Service
  • Participant Support and Service
  • Retirement Operations
  • Support for Annual Fiduciary Processes

Education

  • Kansas State University, BS, Business Administration, Labor and Industry Relations
  • Rockhurst University, MBA in Management

Personal Information

Tammy has been in the retirement plan business for more than 20 years. She and her husband, August, reside in Leawood, Kansas.

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.

Pati resides in Lee's Summit, Missouri, with her husband and daughter.

Catherine Hoefer

Administrative Assistant

Catherine began working for Trinity Planning Group (now Infinitas) part-time in August 2016. She also works for another Commonwealth advisor full-time, since August 2007. Catherine holds a BBA in management science from the University of Georgia. After 17 years as a full-time mom to four fabulous daughters, she decided to reenter the workforce full-time in 2007. Before motherhood, Catherine was a systems analyst and computer programmer for NCNB Texas in Dallas. Her current responsibilities include maintaining the client relation database, preparing and processing new accounts, processing changes to existing accounts, and maintaining client files. She especially enjoys the wide variety of her responsibilities and learning more about the financial and insurance industries. 

Catherine lives in Overland Park with her two cats. In her free time, she enjoys gardening, hiking, watching movies, reading, and traveling.

Deah Rubin

Assistant Director of Qualified Plan Services

Education and Professional Designations

  • Emporia State University, BS, in Business (Major: Accounting)

Specializations

  • Plan Compliance and Management Support
  • Plan Sponsor Support and Service
  • Participant Support and Service
  • Retirement Plan Implementation Support
  • Support for Annual Fiduciary Processes

Personal Information

Deah joined our team in 2014. Deah enjoys spending time working on projects around the house, spending time with family, and watching her son play soccer and baseball. She lives in Leawood, Kansas, with her husband, Scott; son, Alex; and their new kitten, Lexie.

Samantha Wynne

Client Services Associate

Education and Professional Designations

  • Middle School Math and Language Arts Education
  • Northwest Missouri State University

Specializations

  • Participant Service and Support
  • Participant Education

Personal Information

Sami joined our team in October 2015. She enjoys spending time with her family and friends, running, reading, and being outdoors. She is active in her church and is from Liberty, Missouri, but currently resides in North Kansas City.