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 and 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 20 years. He resides with his wife, Elizabeth, and children in Parkville, Missouri.

Vista_seal
 

David Pacer is proud to have been recognized as a Vista Club advisor for 2017—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.

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

*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 past 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.

Jim Stanziola JD, ChFC®, AIF®

Partner

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

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

As an attorney 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.

Jim also led the legal and compliance department for B.C. Christopher Securities Co. and provided estate planning and business succession advice as an advanced underwriter for Central Life Assurance Co. He started his career auditing trust departments for the Iowa Department of Banking.

Industry involvement

His industry expertise spans the manufacturing, technology and telecom areas. He often speaks to groups and is actively involved in several trade organizations, including:

  • Missouri Academy of Family Physicians
  • NTCA, the Rural Broadband Association
  • Society of Independent Gasoline and Marketing Association

More about Jim

Jim is a licensed attorney in Kansas, Missouri, and Iowa. He provides pro bono legal counsel to juveniles in the Circuit Court of Jackson County, Missouri. 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. He’s won his age group five times since 2011 in the Mid-America region racing competition series, and he’s training to set the state marathon record for his age group. Jim and his wife Lori have been married for more than 30 years and they have three children.

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.

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 drinks 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.

Blake Workman

Paraplanner

Education and Professional Designations

  • Iowa State University, BS in Business Management
  • Financial Paraplanner Qualified Professional (FPQP)

Specializations

  • Investment Product Research
  • Insurance Illustrations

Personal Information

Blake partnered with the David Pacer team in 2019. He has been in the financial planning and consulting industry for six years. Blake began his career as a financial coach for small- to medium-sized clients. In doing that, he found his passion for helping people achieve financial success. He wanted to start helping individuals build their dream retirement plan.

As part of the Pacer team, he is focused on investment research to assist with the financial planning process by developing financial plans for the advisors to help clients reach their goals. He is also in the process of getting his FINRA Series 7 and 63 securities registrations.

Outside of work, you can find Blake adventuring with his two dogs, Mya and Loki; watching and playing sports; or spending time with family. 

Chelsea Gilmore

Office Coordinator

Chelsea Gilmore is the Office Coordinator for Infinitas. She ensures that the front office operations run smoothly and support other business activities as needed. She communicates with clients and guests face-to-face and over the phone with a warm greeting and friendly hello. 

Chelsea is currently pursuing her Bachelor of Science in Digital Marketing and expected to graduate in early 2021. She is a highly driven business professional with a background in customer relations and eCommerce management. Her prime objective has been to deliver memorable work that meets business needs; through dedication, passion, experience, strategy and striving to embody servant leadership. She is a Kansas City native – born and raised!