Stanziola Team

Stanziola Team

Stanziola Estate Law

​​EXPLORE STANZIOLA ESTATE PLANNING​​

Estate Planning and Legal Services provided by Stanziola Estate Law are separate and unrelated to Commonwealth Financial Network®.

Jim Stanziola, JD, ChFC®, AIF®

Partner

Licenses: Series 7, 24 and 63 securities; life and health insurance 

Expertise: Business succession, retirement and estate planning; and wealth management

As a financial advisor specializing in tax avoidance strategies and wealth preservation, Jim Stanziola enjoys advising business owners and families on how to achieve financial independence by optimizing the value of their companies and investment portfolios. For more than 25 years, he’s counseled affluent clients on business succession and estate plans, wealth management and retirement.

Estate and business planning expertise

Previously, Jim was the principal of his own financial advisory firm, focusing on the needs of high net worth clients and business owners. Prior to that, he spent 20 years as an advisor with Lincoln Financial Network, developing strategies to enable clients to maximize their wealth and minimize their tax liabilities. In addition, he trained other advisors on complex areas such as buy/sell agreements, financial modeling and business insurance.

More about Jim

  • He graduated from Drake University School of Law with a specialization in estate planning and tax, and earned his bachelor’s degree in history at the University of Vermont.
  • An avid runner and swimmer, Jim completed the Boston Marathon twice and has run in more than 300 distance races. Jim and his wife Lori have been married for more than 30 years and they have three children, ages 29, 27, and 22.

Brent Caswell

Financial Advisor

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

Nonprofit 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.

*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. 1,387 Kansas City wealth managers were considered for the award; 119 (9 percent of candidates) were named 2018 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.

Cheryl Anderson

Life Insurance Support Specialist

Education and Professional Designations 

  •  BA in Communication, Avila University, Kansas City, Missouri

Specializations

  •   Life insurance and long-term care product support
  •   Case tracking and monitoring
  •   Evaluating and facilitating underwriting processes

Personal Information

Cheryl Anderson is the newest member of the team joining the firm in May 2015. She brings a wealth of experience in the medical-related profession. Her experience includes marketing and communication activities and managing foundation program funds. She has provided executive support for physician committees with a national medical association and managed physician relations events and activities in a hospital setting. Cheryl enjoys traveling, watching sports, playing golf, and spending time with her two children and three grandchildren.

Nick Adams

Case Management Specialist

Nick assists in the management of estate planning cases throughout all phases of the estate planning process. From consultation, document creation, review, and execution, Nick provides expert aid and client care along the way. Nick is passionate about KU and Wichita State sports, travel, running, and his family.

Aubree Priest

Director of Wellness

Aubree joined Infinitas two years ago and quickly took on the role of “Director of Wellness” in making sure that “everyone is taken care of.”  Two days a week, Aubree keeps all drink and snacks stocked, maintains the conference rooms so they are well kept and professional looking, distributes the mail and helps prep for client meetings.  She also helped kick off the well famous “Smoothie Day” for her coworkers.

Aubree’s family members are the most important people in her life, and she enjoys watching two of her favorite sports teams with them, Kansas City Chiefs and Royals.  She is currently in a weekly bowling league.  Aubree also participates in Special Olympics each year in bowling and bocce.