Advisor

Sam joined Infinitas in 2022. As a Financial Advisor, Sam’s role within the team is performing background data analysis, research, and cash flow planning simulations.

Sam is a graduate from the University of Alabama where he swam for 4 years while receiving a degree in Finance with a concentration in Value Investing. Sam’s passion in the Finance world comes from growing up in a family of financial advisors, and the desire to help and educate others on what it takes to accomplish their goals in life.

Before joining the team, Sam received a degree from the Italian Culinary Institute where he became a Master of Italian Cuisine. Outside of work, he continues to explore his passion for food by participating in BBQ contests and cooking for his family and friends. Additionally, he spends lots of his time watching sports and playing in intramural sports leagues with friends.

As a Financial Advisor, Zack has a passion in working with families and businesses owners who strive for financial freedom not only for themselves, but for future generations. Zack focuses on building long lasting relationships and providing comprehensive wealth management strategies to achieve his client’s financial freedom goals.

Being a part of a large team within Infinitas gives him and his colleagues many resources when it comes to their clients’ comprehensive financial plans. The team is made up of senior advisors who have 30+ years of experience, young advisors who are building robust networks of professionals, and other connections to help manage the professional aspects of client needs.

Zack graduated from the University of Alabama with an undergraduate degree in finance with a specialization in wealth management. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. He currently holds the CPWA® designation which is an advanced program for advisors that specialize in serving the high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. He also holds the AIF® designation that signifies a specialized knowledge of fiduciary standards of care and its application.

Outside of the office, Zack enjoys his time in the outdoors and with friends and family. He and his wife, Natalie, have one daughter named Camille. They enjoy playing golf and taking weekend trips to Grand Lake in the summers.

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

Tim graduated from Texas Christian University with a bachelor’s degree in business administration and communications. Currently at Infinitas, 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. Tim also advises his personal wealth management clients on a range of financial matters including the gifting and estate tax, retirement, investments, insurance, and charitable contributions.

​Tim and his team were recently recognized on Forbes’ list of Best-In-State Wealth Management Teams for 2026.* Under his leadership, Infinitas Retirement Plan Solutions earned its seventh recognition in 2025 as a National Association of Plan Advisors Top Defined Contribution Advisor Team.* His work has also been recognized multiple times by the Financial Times as a 401 Top Retirement Plan Advisor.* In addition, Tim has served on the Commonwealth Financial Network® Retirement Advisory Council, helping guide the firm’s national retirement advisory practice.​

Tim’s passion for serving others carries over to his personal life. He has taken more than 15 mission trips to Honduras. He was instrumental in helping form and run a scholarship fund for a school in Ciudad Espana to help the city’s at-risk children get an education. Currently the program provides over 100 full scholarships to attend the bilingual Christian school.  He helped construct the Infinitas Cares, charitable foundation within the local Infinitas office and in 2022 he and his family began an endowment fund for the Juan Wesley School in Honduras.  In addition, he has held leadership roles at Church of the Resurrection in Leawood on the International Missions Leadership Team, as well as on his previous church’s endowments and finance committees.

Tim is a frequent speaker on company sponsored retirement plans, retirement, business continuation, estate planning, and charitable planning. He has spoken on behalf of numerous business associations and charitable organizations across the United States. Tim and his wife, Rebecca, reside in Leawood, Kansas, and enjoy spending their free time with their family, including their three sons and first granddaughter, Camille.

Brian brings an entrepreneurial spirit and multi-disciplinary background comprised of financial planning, residential real estate, and hospitality, to Infinitas. Brian received his Bachelor of Arts degree from the University of Missouri, specializing in business, psychology, and computer science. In 2013, Brian earned a Master of Business Administration from Northwest Missouri State University. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional and a Qualified Plan Financial Consultant.

Brian was born into a family of carpenters and engineers. Brian attributes much of his success as a financial advisor to the mentality that one develops as a carpenter: “Measure twice, cut once.” Brian insists on reviewing every last detail, “measuring twice,” before implementing a financial plan. As such, investing in real estate was a natural fit for Brian and has become a favorite hobby. He is well-versed in strategies that allow investors to defer potential capital gains and depreciation recapture taxes associated with their real estate investments, providing clients with another tool beyond traditional investments.

Brian and his wife, Monica, enjoy living in Olathe, KS, where they are currently renovating a home. They also love to spend quality time with their two boys, Benicio and Micah, at Olathe’s many public parks. They share a passion for travel and have been fortunate enough to visit fascinating places such as Europe, Vietnam, and South Africa. Brian is also enthusiastic about astronomy and physics. He aspires to pursue a Ph.D. in yet another interest, economics, at some point in the future.

CFP® Board Code of Ethics and Standards of Conduct

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Jim graduated from the University of Kansas, where he also played baseball, earning a BS in Business Administration. He then spent 15 years with Koch Industries in Wichita, KS before transitioning into the investment industry in 1999 with AG Edwards.

He returned to Overland Park, KS in 2013 and joined Infinitas in 2014. Client Relationship Manager Ashley Goeken also joined alongside him and continues to work closely with his clients today.

Jim enjoys helping families navigate their wealth management needs as part of the Infinitas team. He earned his AAMS designation from the College for Financial Planning in 2006.

Jim’s parents and siblings all reside in the Kansas City area. He has three adult children living in Wichita, Denver, and Kansas City and earned the title of “grandpa” in 2020. He enjoys being close to family and friends, cheering on the Royals, and spending time outdoors in Colorado running, biking, hunting, and fishing in the cool mountain air.

Scott Herz has spent his entire career in the financial services industry, having started in the business before graduating college. For almost 40 years, he’s advised companies and individuals on their employer-sponsored retirement plans.

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.

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.

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.

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

Randy Johnson is a Senior Partner and Registered Investment Advisor with more than 25 years of experience helping clients grow, protect, and manage their hard-earned assets. He is known for his thoughtful, disciplined approach to planning and his commitment to helping clients align their financial resources with what matters most.

A strong advocate for client education, Randy emphasizes helping individuals understand how to build, protect, and thoughtfully transfer wealth over time. He meets with clients regularly to ensure their plans remain aligned with evolving priorities and life circumstances.

Randy earned his bachelor’s degree in business administration with an emphasis in finance from the University of Kansas and later received his MBA from Rockhurst University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations, reflecting his commitment to advanced planning standards and fiduciary responsibility.

Randy lives in Overland Park with his wife, Mindy, their son, Brayden, their daughter, Grace, and their dogs, Cosmo and Chief. Outside of the office, he is an avid golfer and enjoys spending as much time on the course as possible.

Melissa is a Financial Advisor, and holds her Series 7 & 66 securities registrations, insurance license, and is a National Social Security Advisor.

As someone who understands the complex and overwhelming world of money, she feels called to educate her clients and help others formulate and achieve their goals.

Melissa is a caretaker of an aging parent so she understands the challenges, and has the experience to help ease the process. Her knowledge to help guide individuals with aging parents or those who are nearing retirement, can bring  confidence when navigating the nuances associated with that season of life.

MELISSA SPECIALIZES IN:​

• Entrepreneurs, Solopreneurs, Business Owners Financial Plannin
• Social Security Consulting
• Retirement Readiness Planning
• Holistic Financial Goal Planning

When Melissa is not helping others as a Financial Advisor, volunteering, or teaching financial planning classes, she loves spending time with her husband, Jared, and her daughter, Jade. They all enjoy country living, vacationing at the beach, kayaking, and animals. 

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Mike Orndorff joined the Infinitas team in August of 2019 and brings more than 25 years of investment and business experience to the table.

Mike started his career as a CPA with Price Waterhouse where his audit clients ranged from national financial institutions to small and mid-size businesses and charitable organizations. He then transitioned his career to investments by joining Franklin Savings where he became a Senior Fixed Income Analyst.  As part of the investment team, he helped manage a portfolio of more than $10 billion. His interest in equity investing led him to American Century.  He initially served as Manager of International Research, overseeing the firm’s proprietary financial database and providing fundamental analysis for the international portfolios.  He then joined one of the U.S. equity teams analyzing and co-managing more than $8 billion in assets.

Mike earned a bachelor’s degree in business administration from the University of Central Missouri and a master’s degree in management from Boston University. He is a holder of the CFA certification and a member of the CFA Institute, CFA Society Kansas City and ACG Kansas City.  He served nine years as a director for the UCM Foundation including two years as Chair of the Investment Committee.  He also served multiple years as a director of the CFA Society Kansas City.

Mike has long been an avid cyclist, having ridden over 2,000 miles one summer to Canada and around Lake Superior.  More recently, he has participated in a number of local rides including the MS150, Bike Across Kansas and the DK100.

Mike and his wife Rhonda live in Overland Park and they have two grown daughters.  They enjoy volunteer activities, listening to live music and visiting their daughters located in Washington D.C. and St. Louis.

Prior to joining Infinitas, Jerry was the founder and owner of Gateway Wealth Management.  His career as a financial advisor spans more than 30 years and speaks to his commitment to put his client’s needs first.  While working in all phases of wealth management, his focus is on helping clients in or near retirement, to assess how best to negotiate this critical life event.

Jerry graduated from Northwestern Oklahoma State University with a BS in psychology. He joined Shearson Lehman Hutton (SLH), now Morgan Stanley, in 1987.  After leaving SLH in 1990, Jerry started and operated Property Consulting Services, a very successful real estate appraising, consulting, and property management company. He sold his partnership interest in December 1995 to found Gateway Wealth Management, Inc., formerly Wurzer and Associates, Inc., as managing partner.

Jerry feels that his extensive training and experience with a major Wall Street brokerage firm, as well as his years as a successful business owner, have prepared him well to serve as a financial advisor. Jerry holds FINRA Series 3 (Commodities), Series 7 (General Securities), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Exam), and Series 65 (Uniform Investment Adviser) securities registrations through Commonwealth Financial Network®. He has earned the designation of Certified Fund Specialist® (CFS®) and Accredited Investment Fiduciary® (AIF®).  He is currently a registered representative and investment adviser representative of Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.

Jerry serves in a volunteer capacity with Ask a Mentor, A Child’s Hope, Safe Families, YoungLife, and Flourish.

Jerry and his wife, Jill, have two children, Sarah and Joshua, a daughter-in-law, Lauren, and grandson, Landon. In addition to spending time with his family, Jerry enjoys golf, reading, travel, and the great outdoors.

Jerry Perfect is proud to have been recognized as a Winners Circle advisor for 2013—a distinction based on annual production attained by 26% percent of advisors affiliated with Commonwealth Financial Network during that time. 

Michelle has been in the financial industry since 2005 and with Infinitas since 2009. She is passionate about working with her clients to create an awareness of what is financially possible. Through the planning process she works alongside her clients to identify and prioritize their personal goals and desires so they can build wealth with purpose. Michelle graduated from UMKC with a Bachelors in Finance and a minor in Economics.

In 2016, she became one of only 23% of women who are CFP® professionals. In March of 2026, she continued to build on that foundation by earning her Certified Exit Planning Advisor (CEPA) designation. A Certified Exit Planning Advisor (CEPA) is a professional designation for advisors who help business owners align personal financial goals with long-term business strategies to support successful succession planning. CEPAs serve as strategic coordinators, working with a business owner’s team of tax, legal, and financial professionals to ensure these elements are aligned, supporting clear communication and a well-coordinated exit.

As a financial advisor specializing in tax efficient 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.

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 help 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 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 grown children.

STANZIOLA ESTATE LAW

Jim is the Managing Attorney at Stanziola Estate Law* and Infinitas’ in-house estate lawyer. With a strong background in legal and financial matters, Jim works with clients developing strategies to enable them to maximize and protect their wealth. He is a licensed attorney in Missouri and Kansas.

EXPLORE STANZIOLA ESTATE LAW

^{*Estate planning and legal services provided by Stanziola Estate Law are separate and unrelated to Commonwealth}