Retirement Plan Consulting Team

Retirement Plan Consulting Team

Timothy Disette, 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.

summit_seal

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.

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.

BusExperience_seal

David Pacer is proud to have been recognized as a Business Experience advisor for 2015—a distinction based on annual production that places him among the top 37 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 Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience 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.

*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.

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.

summit_seal

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.

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.

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 Securities 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.

Brian Watts, AWMA®

Advisor

As an advisor with Infinitas, Brian takes a holistic approach to the financial planning process. His passion, dedication and commitment to being a resource for business owners, professionals and executives are the reasons for his success. What this means to those Brian serves is sharing a process that is designed to protect and preserve your assets. While forming a significant relationship with you as a client, Brian will assist in creating a comprehensive plan that effectively weighs your short and long term objectives. The real benefit is the increased clarity and confidence you deserve.

A native of Kansas City, Brian received his formal education from Pittsburg State University. He holds the Accredited Wealth Management Advisor  designation (AWMA®) and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate. Brian has served his community and alma mater in a number of ways including Human Relations Commission, Sister Cities Commission, and the Gorilla Legislative Network for Johnson County

Prior to joining the Infinitas team, Brian served his clients as a financial advisor with Waddell & Reed and PGN Financial Services, LLC.

While not working, Brian enjoys cycling, cooking, and spending time with his wife, Jesse, and their two children, Aaron and Kate.

James Allen

Advisor

James joined Pegasus Capital Management in February 2014. He works directly with clients and the Pegasus team of specialists who provide each client comprehensive wealth management advice.

Prior to joining the Pegasus Capital, James worked for Mariner Wealth Advisors in Leawood, Kansas, where he was the education and enrollment coordinator for the firm’s retirement plan division. He was responsible for retirement plan enrollment and educating clients on retirement planning. Prior to Mariner, James worked at Bank of Prairie Village as a private banking and loan officer.

James attended the University of Kansas where he graduated with a BA in economics.

Brent Caswell

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, whom they support and participate with in numerous sports and musical activities. 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.

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.

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.

Kristina Strickland

Client Services – Investment and Retirement Plans

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. 

Samantha Wynne

Client Services Associate – Retirement Plans

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.

Zack 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.