Pacer Team

Pacer Team

David Pacer, CFP®, CRPS®

Partner

Professional Designations, Certifications, Registrations, and Affiliations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Chartered Retirement Plans Specialist® (CRPS®)
  • Listed in Kansas City's Five Star Wealth Manager* 2012, 2013, 2014, 2015, 2016 
  • Member of the Financial Planning Association
  • Member/Treasurer of Business Connect KC
  • Member of the Leaders Club
  • Member of Associated Builders and Contractors
  • KC Council Member, Associated Builders and Contractors
  • Holds FINRA Series 7 and 66 securities registrations & Life and Health licenses
  • Registered Securities Representative through Commonwealth Financial Network

Specializations

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

Personal Information

David is a national speaker on retirement, estate, and investment planning. He is a graduate of Eastern Illinois University with a bachelor's degree in business. He has been in the industry for 13 years. He resides with his wife, Elizabeth, and children in Parkville, Missouri.

Founders_seal

David Pacer is proud to have been recognized as a Founder's Club advisor for 2016—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.

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

*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. 880 Kansas City wealth managers were considered for the award; 216 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Vanessa Karamitros

Director of Client Services

Education and Professional Designations

  • Park University, BS, Business Management
  • FINRA Series 7, 24, and 66 securities registrations

Specializations

  • Relationship Building, Service, and Support
  • Project Management
  • New Business Processing
  • Marketing

Personal Information

Vanessa joined us in 2016 with a goal to enhance the client experience and contribute to business growth while focusing on her professional development. Vanessa enjoys warm weather, international travel, playing volleyball, and spending time with family. She has been in financial services since 2009 and has spent the last four years solely in the investment industry. She currently calls Overland Park home.

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.