Retirement Plan Consulting Team

Retirement Plan Consulting Team

Timothy Disette, ChFC®, AIF®

Senior Partner

Licenses: FINRA Series 7 and 63 securities registrations; life and health insurance 

Expertise: Employer-sponsored plans; wealth management; estat, , investment and retirement planning; business contingency and succession planning

As a founding partner of Infinitas, Tim DiSette brings nearly three decades of experience in employer-sponsored retirement plans, wealth management strategies, and business contingency planning. Tim’s broad and comprehensive financial expertise helps individuals and businesses grow, preserve, and protect their assets.

Retirement plan design

Tim leads the firm’s retirement plan consulting team, which creates and manages employer-sponsored plans. Passionate about helping people prepare for their financial future, he dedicates much of his time to meeting with plan participants to discuss strategies for achieving their retirement goals.

Wealth management expertise

Tim advises wealth management clients on a range of financial matters including the estate tax, retirement investments, insurance and gifts, as well as charitable contributions. In addition, Tim was raised in a family business, which gives him a unique appreciation and understanding of business continuity and succession planning.

Industry involvement and awards

For the past six years, Tim has served on the Commonwealth Financial Network® Retirement Advisory Council, which guides the broker/dealer’s retirement advisory practice. The board is comprised of the top 25 advisors of more than 600 nationwide.

In 2017 and 2016, the Financial Times selected Tim for its 401 Top Retirement Plan Advisors. He’s one of only five Kansas advisors picked for the honor, which recognizes those who specialize in defined contribution plans. In addition, under his leadership, the National Association of Plan Advisors selected Infinitas for its 2017 list of the nation’s top retirement planning teams. Earlier in his career, Tim was named the Greater Kansas City Financial Planner of the Year.

Charitable endeavors

Tim has taken more than 10 mission trips to Honduras. He started a scholarship fund at a school in Ciudad Espana to help the city’s at-risk children get an education. In addition, Tim’s held leadership roles on his church international missions leadership team, as well as on his church’s endowments and finance committees.

More about Tim

Tim often speaks to national and regional organizations about retirement, wealth preservation, and estate planning, as well as business contingency planning. He graduated from Texas Christian University with a bachelor’s degree in business management. Tim is married and has three sons.

David Pacer, CFP®, CRPS®

Partner

Licenses: FINRA Series 7 and 66 securities registrations; life and health insurance

Expertise: Employer-sponsored plans; business continuity; retirement, investment, financial and estate planning

For nearly two decades, David Pacer has encouraged clients and business owners to focus on fundamentals, rather than emotions, when making financial decisions. In addition to investments, private wealth management, and employer-sponsored retirement plans, he has significant expertise counseling business leaders in the building and construction industries.

Track record of recognition

David’s been an active member of the Associated Builders and Contractors trade group for nearly 15 years and is the only advisor endorsed by ABC to provide the Prevailing Wage Solution. This service analyzes the retirement benefits offered by members and identifies ways to keep their labor costs low. David’s proficiency with Prevailing Wage led to him being quoted in a financial news story about the one-of-a-kind service.

For the past decade, David’s been selected for a Kansas City Five Star Wealth Manager award.

The recognition is presented to advisors who meet ten eligibility and evaluation criteria related to client service, industry knowledge, and compliance.

More about David

He has a bachelor’s degree in business from Eastern Illinois University. David earned his Certified Retirement Plan Specialist designation from the College for Financial Planning, and his Certified Financial Planning accreditation from The American College. He is an active member of the Kansas City Financial Planning Association.

David is married and has four kids. His family volunteers at Happy Bottoms, the Kansas City nonprofit that provides diapers to those in need, as well as for KC Pet Project and St. Jude Children’s Research Hospital. For nearly 20 years, David’s been a drummer in Sunnyside Down, a local rock-and-roll band.

Bruce Glenn, CBFA®, CRPS®, AAMS®

Partner

Licenses: FINRA Series 6, 7, 63, 65, and 66 securities registrations; life, he, lth, annuity and long-term care insurance 

Expertise: Employer-sponsored retirement plans; employee benefits; wealth accumulation and management; investment, retirement and business contingency planning

With a consulting background that spans decades, Bruce Glenn is a trusted resource to the business owners he advises on retirement plans. He’s chief investment officer of the Infinitas 401(k) practice, leading the research, growth strategies, and asset management. In addition, Bruce uses his investment expertise to help clients meet their financial goals.

Bruce spent nearly 20 years consulting hospitality businesses on market analysis, turnaround plans, and concept roll-outs. The business owners he works with today appreciate his first-hand knowledge of the challenges they face.

Multi-faceted approach to retirement planning

When advising clients, Bruce looks at their entire financial picture and tests their portfolios against different scenarios. He draws on his consulting experience to educate clients and ensure they feel confident in the plan for meeting their financial goals.

Previously, Bruce was with Edward Jones, where he counseled clients and trained new advisors in the region. During his time with the company, Bruce was the most awarded advisor in the area. He started his financial services career at Citigroup/Primerica.

Bruce is also a 401(k) consultant to a top benefits law firm, as well as to worker’s compensation and Department of Labor attorneys.

Industry accolades and designations

He’s earned numerous honors during his career including the Founder's, Vista, and Summit Club awards presented by Commonwealth Financial Network®. He’s also been selected multiple times for a Kansas City Five Star Wealth Manager award. 

Bruce is one of a few nationally to have the Certified Behavioral Financial Analyst designation, which looks at the emotions of investing. He’s an Accredited Asset Management Specialist, and a Chartered Retirement Plan Specialist, which reinforce his retirement plan expertise.

More about Bruce

He earned his designations from the College of Financial Planning, and the Allianz Global Investors Center for Behavioral Science. He attended Northwest Missouri State University and has a business degree. Bruce also founded the ABEL group, which is a mastermind of business consultants, and he often speaks about the economy, financial markets, and behavioral finance topics.

Bruce is married and has two daughters and four grandkids. His daughter, Kristina Strickland, and his son-in-law, Ryin Brandt, are both part of his financial advisory practice. Bruce is writing a book on navigating financial bumps in the road. In his free time, he enjoys working out and used to water ski, bowl, and arm wrestle competitively.

Tammy Tetzlaff

Director of Qualified Plan Services

Licenses: FINRA Series 6 and 63 securities registrations; life and health insurance

Expertise: Employer-sponsored qualified plans; ERISA rules and regulations

Tammy Tetzlaff enjoys providing business owners and general managers with peace of mind and a clear understanding of complex retirement plan offerings. She has nearly 25 years of experience counseling company leaders on employer-sponsored plans.

Plan administration, ERISA and compliance expertise

Tammy’s expertise spans plan creation, administration, management, and employee education. She has decades of experience advising management teams and brings clients peace of mind with her knowledge of compliance and ERISA, the regulations governing corporate plans.

Previously, Tammy held plan design and sales leadership roles at Northwestern Mutual and the Hartford Company. Prior to that, she was with BKD, LLP and The 401(k) Company, where she oversaw administration and compliance for companies with plan assets ranging from $500,000 to more than $100 million. Her career started at Kemper Funds, where she was the administrator for more than 100 plans.

Industry involvement and awards

Tammy is active in industry organizations such as the National Association of Plan Advisors, the National Tax Sheltered Accounts Association, and the American Society of Pension Professionals & Actuaries. Her technical and administrative expertise is reflected in her top industry accreditations:

  • Accredited Pension Administrator
  • Qualified Pension Administrator
  • Qualified 401(k) Administrator

In 2015, the National Association of Plan Advisors honored Tammy for her contributions to the retirement planning industry. A panel of judges named her to the list of the Top Women Advisors for her experience, proficiency and team contributions.

More about Tammy

Tammy earned a master’s in business administration with an emphasis in management from Rockhurst University. She graduated from Kansas State University with a bachelor’s degree in business administration, labor, and industry relations.

Tammy and her husband enjoy traveling and new adventures. The couple hopes to have one fun adventure in all 50 states before they retire.

Bob Lenzmeier

Vice President, Business Development

Licenses: FINRA Series 6, 26, and 63 securities registrations

Expertise: Retirement plan operations; employer and participant plan support; business development and marketing; relationship management

Bob Lenzmeier spent nearly three decades in retirement plan operations. His deep administration knowledge makes him a valuable resource for employers seeking the right retirement plan offering for their business.

Currently, Bob is the Infinitas sales liaison to companies across a variety of professional industries including construction, health care, manufacturing, and non-profits. He strives to be an advocate for business owners and plan participants to ensure that everyone succeeds.

With his broad background in operations and having the securities licenses that most advisors do, Bob’s insight is key to employers selecting plans and providers that benefit their employees and businesses.

Decades of operational expertise

Bob shifted to business development after 25 years in plan administration and recordkeeping at ADP/Expertplan, which was acquired by Acensus. At various points, he led all aspects of plan operations, including the call centers and client support, contribution and distribution processing, quality control, reconciliation, sales, and marketing, as well as other service-related aspects.

He traveled the country extensively during his time with the company and saw first-hand the best practices of the nation’s top advisors. Recognizing these same positive traits in his colleagues at Infinitas sparked his interest in joining the firm.

More about Bob

Bob has a bachelor’s degree in business administration, with an emphasis in marketing, from the University of Missouri-Kansas City. He’s an avid outdoorsman who enjoys all things BBQ—from grills and tools to debating the best BBQ joints, to perfecting his ribs recipe. Bob is married and has one son.  

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 AdvisorSM 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.

Brent Caswell

Financial Advisor

Licenses: FINRA Series 7 and 66 securities registrations; life, healt, , disability and long-term care insurance 

Expertise: Employer-sponsored retirement plans; wealth accumulation and management strategies; retirement and business continuation planning

Brent Caswell’s clients range in age from 15 to 93. Regardless of when they plan to retire, he looks at each client’s complete financial picture to develop a strategy for saving, investing, and building wealth. Brent also partners with business owners to create their retirement plan offerings and to design succession plans that ensure the continuity of their business.

Brent has nearly 25 years of fiscal management, investing, and estate planning expertise. He previously was an advisor for US Bank, and started his financial planning career at Edward Jones.

Non-profit background shapes advisory approach

For more than 15 years, Brent served on the leadership teams of nonprofit organizations such as the Boy Scouts of America, KC Hospice, and the American Diabetes Association. His time consulting nonprofits shaped how he approaches his financial advisory practice. Brent appreciates that clients invite him to join the conversation about their financial goals. He strives to first listen and understand what they want to achieve, before offering solutions.

Industry involvement and accolades

Brent is active in the Association of Builders and Contractors trade organization, and is a member of the organization’s Kansas City Council. He often contributes information about financial planning and retirement strategies to the organization’s monthly magazine.

In 2018, Brent was selected for a Kansas City Five Star Wealth Manager award. The recognition is presented to advisors who meet ten eligibility and evaluation criteria related to client service, industry knowledge, and compliance.

More about Brent

Brent is an Eagle Scout and has a bachelor’s degree in psychology and communications from Missouri State University. He’s married and has two children. Brent’s family enjoys volunteering for local nonprofits, participating together in musical and athletic activities, and traveling to new places.

Scott Herz

Financial Advisor

Licenses: FINRA Series 6, 63, and 65 securities registrations; annuities; life and health insurance

Expertise: Employer-sponsored and individual retirement plans; 401(k)s; wealth management; investment and retirement planning

Scott Herz has spent his entire career in the financial services industry, having started in the business before graduating college. For more than 20 years, he’s advised companies and individuals on their employer-sponsored retirement plans.

Qualified plan expertise

His holistic view makes him a trusted advisor to businesses identifying and selecting retirement plans. Scott’s deep-seated knowledge provides valuable insight to employees who need help understanding their plan options and managing their asset allocations.

Wealth management counsel

Scott also provides investors with strategies for growing and preserving their wealth. He advises them on their current investments and identifies other financial vehicles to help maximize and protect their assets.

Employer and employee education

Before joining Infinitas, Scott was a wholesaler of 401(k) platforms. He gained first-hand knowledge of different 401(k) plans and observed the best practices of top financial advisors from across the country.

Scott previously led a client education team for JP Morgan that advised plan participants. His group counseled FORTUNE 500 companies on 401(k) plan services and educated thousands of employees nationwide on their plan options and asset allocations.

Earlier in his career, Scott was part of American Century’s internal training team. He started with the company before his senior year in college.

More about Scott

Scott attended William Jewell College on a soccer scholarship and earned a bachelor’s degree in mathematics with an emphasis in computer science. Scott is married and has four kids and remains an avid soccer player who competes in regular indoor and outdoor leagues.

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 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

Financial Advisor

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.