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  • HOME | Infinitas KC

    Pursue the financial well-being you desire It's time to accomplish your financial goals. Work with our financial advisors to develop a unique plan so you feel empowered to reach your financial goals and pursue endless possibilities. CONTACT US SPECIALTIES Retirement Planning Match your goals with your financial realities to help plan for a lifetime of income after your last paycheck. Estate Planning Transfer your wealth successfully, minimize transfer taxes, and protect your assets for future generations. Investment Management Let us manage your investments, aiming to meet specific objectives based on your overall financial plan. Business Retirement Plan Solutions Our comprehensive retirement plan services span design, administration, compliance, and employee education. Our commitment is to deliver financial planning solutions tailored to your needs by providing education, coordination, and objective, independent advice to empower you to reach your financial goals. ABOUT US SOLUTIONS FOR INDIVIDUALS No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial plan and creating a long-term plan customized to your needs. LEARN MORE SOLUTIONS FOR BUSINESSES We take a close look at all aspects of your business's financial situation to help ensure your business is on the right track. In addition, we offer comprehensive retirement plan services to help you select, implement, and manage the right plan for your business. LEARN MORE Your journey starts here. At Infinitas, you benefit from a team of 25+ financial advisors that gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer. CLIENT-CENTRIC APPROACH ​ We provide you with the financial knowledge and economic insights to work toward your financial goals. PERSONALIZED STRATEGY ​ We look at your immediate financial goals and ways to benefit future generations with unique strategies. DESIRE TO SERVE ​ Through Infinitas Cares, we give our time, talent, and treasures to a wide range of philanthropic efforts in our community. OUR STORY We are blessed to be a blessing. At Infinitas, we celebrate our impact on the lives of our clients and community. Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. Our goals are to help relieve human suffering, advocate for social fairness and economic opportunity, and to promote education and increased financial literacy for those we serve. LEARN MORE Through our charitable giving efforts and volunteer work, we partner with over 20 local and national organizations each year through contributions from our advisors, staff, and clients. We hold several events throughout the year to raise awareness and funds for causes near and dear to our hearts, as well as serve our community directly through organizations such as Traveling Turkeys and Meals on Wheels. 100+ Hours VOLUNTEERED PER YEAR Over $250,000 GIVEN SINCE 2020 Over 30 ORGANIZATIONS IMPACTED OUR IMPACT Upcoming Events VIEW ALL EVENTS Annual Shred And Recycling Event May 4 | 9 AM - 12 PM | Infinitas Parking Lot REGISTER Growing Your Company Through Leadership Development June 4 | 12 PM | Virtual REGISTER It's time to explore endless possibilities. LEARN MORE CONTACT US

  • EVENTS | Infinitas KC

    Join us at our next event. We are here to help educate you and add value to your financial journey through in-person and virtual events. Subscribe to our newsletter to stay updated about our upcoming events! SUBSCRIBE May 4 Annual Shred And Recycling Event 9 AM - 12 PM | Infinitas Parking Lot Sign up for a time to drive through our event and recycle your old papers and outdated electronics safely and easily! REGISTER Jun 4 Growing Your Company Through Leadership Development 12 PM | Virtual Join an interactive webinar to walk through why investing in your leaders matters and what you can do about it. REGISTER

  • Wade Carpenter | Infinitas KC

    (913) 563-7300 wade@infinitaskc.com Visit Wade's LinkedIn K. Wade Carpenter CFP®, AIF®, CHFC® SENIOR PARTNER As a Senior Partner of Infinitas, Wade takes a comprehensive approach to the financial planning process. His role as an advocate for his clients can be best summarized by his personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources." ​ As a financial advisor with more than 20 years of experience in the financial services industry, he strives to demonstrate a consistent ability to help protect and grow the hard-earned assets of his clients. While having a broad-based understanding of the financial services industry, Wade has chosen to focus his energies on working with business owners, professionals, and executives. His experiences with these clients have helped him to be attuned to their unique needs. ​ Wade graduated from The University of Central Missouri with a bachelor’s degree in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Family Business Specialist (CFBS) designation, Accredited Investment Fiduciary® (AIF®) designation, the Chartered Financial Consultant (ChFC) designation, the Chartered Life Underwriter (CLU) designation, and is also a member of the Financial Planning Association (FPA). In 2020, 2021, 2022, and 2023, Wade was named a Forbes Best-In-State Wealth Advisor.* Wade served on the Board of the UCM Foundation and has served on the board of a local non-profit organization, Community LINC, as well as the Epsilon Iota chapter of Phi Sigma Kappa. Wade values education as a way to promote professional excellence and sets himself apart by staying current in regard to ever-changing tax, legal and financial issues. ​ While not working, Wade enjoys spending time reading, golfing, and traveling with his wife Stephanie, and their three daughters, Kristi, Courtney, and Cassidy. Chairman’s Level Award ​ A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network. 2020 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. ​ 2024 Forbes Top 250 Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 250 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here. Meet The Team Team Directory > Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell adam@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Portfolio, Research, and Trading Analyst Chad Adams CAIA® chad@infinitaskc.com (913) 563-7300 Director of Planning Mike Ball mike@infinitaskc.com (913) 563-7300 Paraplanner Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Client Services Associate Cassidy Carpenter cassidy@infinitaskc.com (913) 563-7300 Paraplanner Joe Greco joseph@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Assistant Keaton Leslie keaton@infinitaskc.com (913) 563-7300 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Wade PHONE EMAIL

  • Blake Workman | Infinitas KC

    (913) 563-7338 blake@infinitaskc.com Visit Blake's LinkedIn Blake Workman FINANCIAL ADVISOR CPFA, Blake has a strong passion for helping people achieve financial success. He continued this drive when he partnered with Infinitas in 2019. He has been in the financial planning and consulting industry since 2014. His years of experience coupled with his Bachelor of Science in Business Management from Iowa State University have given Blake the tools he needs to help individuals build their financial wealth and plan for a successful retirement. ​ Blake's financial philosophy is simple: education first. He emphasizes that his job is to educate you on all options available and assist with choosing the path that best helps you achieve your unique and individualized goals. Once a plan is created, it is very important to review the plan often to ensure it adapts to your changing financial needs and stages of your life. ​ He holds professional designations that demonstrate his on-going education to help support clients’ financial needs. The Certified Plan Fiduciary Advisor (CPFA®), FINRA Series 7 & 66 registrations. ​ When not working, Blake finds balance with his wife, Korrie, and their zoo of animals: 3 dogs and 3 cats. They love playing softball (how they met), spending time with family, and swimming in their pool. Blake loves finding new bourbons to sip, cheering on Iowa State, and home improvement projects. Meet The Team Team Directory > Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Operations Associate Alexis Taylor (913) 563-7300 Explore Your Financial Future With Blake PHONE EMAIL

  • Jim Heeney | Infinitas KC

    (913) 327-1627 jim.heeney@pegasuskc.com Visit Jim's LinkedIn Jim Heeney AAMS® FINANCIAL ADVISOR Jim graduated from the University of Kansas, where he also played baseball, with a BS in business administration. He then spent 15 years with Koch Industries in Wichita, KS before moving into the investment business in 1999 with AG Edwards. ​ He returned home in 2013 to Overland Park, KS. He joined Pegasus Capital Management * in 2014 and brought along Client Relationship Manager Ashley Goeken, who continues to work with his clients. Jim continues to enjoy working with families on their wealth management as part of the Pegasus Capital Management* team. He acquired his AAMS degree from the College for Financial Planning in 2006. ​ Jim’s parents and siblings are all in the Kansas City area. He has three adult children in Wichita, Denver and Kansas City and earned the title of “grandpa” in 2020. He enjoys living in Kansas City and being close to family, friends, Lawrence and the Royals. Jim has a love for the outdoors and enjoys spending time in Colorado running, biking, hunting and fishing in the cool mountain air. ​ *Pegasus Capital Management is part of the Infinitas network. Meet The Team Team Directory > Senior Partner Ray Evans CFP®, AIF® ray.evans@pegasuskc.com (913) 327-1627 Associate Wealth Advisor Jack Evans jack.evans@pegasuskc.com (913) 327-1627 Financial Advisor Jim Heeney AAMS® jim.heeney@pegasuskc.com (913) 563-7342 Director of Human Resources and Communications Kate Blatherwick Pickert kate.pickert@pegasuskc.com (913) 327-1627 Paraplanner Brett Clark ​ brett.clark@pegasuskc.com (913) 327-1627 Client Relations Manager Ashley Goeken ashley.goeken@pegasuskc.com (913) 327-1627 Director of Operations Jaime Rogers jaime.rogers@pegasuskc.com (913) 327-1627 Explore Your Financial Future With Jim PHONE EMAIL

  • Brian Francis | Infinitas KC

    (913) 563-7300 brianf@infinitaskc.com Visit Brian's LinkedIn Brian Francis CPF®, QPFC, MBA FINANCIAL ADVISOR 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 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, real estate investments were 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 here in Kansas City. They love spending time at the golf course and renovating their Olathe, KS home. They share a passion for travel and have been fortunate enough to visit Europe, Vietnam, Hawaii, and the Caribbean. Brian is also enthusiastic about cooking, astronomy, and physics. He plans to pursue a Ph.D. in yet another interest, economics, as soon as possible. SCHEDULE A CONSULTATION Meet The Team Team Directory > Partner Bruce Glenn CBFA™, CRPS®, AAMS® bruce@infinitaskc.com (913) 563-7300 Financial Advisor Neil Connolly CFP® neil@infinitaskc.com (913) 361-7730 Financial Advisor Brian Francis CFP®, MBA, QPFC® brianf@infinitaskc.com (913) 563-7300 Financial Advisor Joe Michael QPFC® joe@infinitaskc.com (913) 563-7314 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 Financial Advisor Kristina Strickland kristina@infinitaskc.com (913) 563-7327 Client Services Associate Haley Bryant haley@infinitaskc.com (913) 563-7300 Director of Business Development Mary Darlin mary@infinitaskc.com (913) 563-7300 Client Relationship Manager Theresa Fabela theresa@infinitaskc.com (913) 289-4713 Marketing Executive Lisa Kennell lisa@infinitaskc.com (913) 563-7300 Client Services Associate Bailey Lucito bailey@infinitaskc.com (913) 563-7300 Client Services Associate Danica Murdock-Colin danica@infinitaskc.com (913) 563-7300 Client Relationship Manager Melissa Sampley melissa.sampley@infinitaskc.com (913) 563-7374 Director of Operations Carrie White carrie@infinitaskc.com (913) 563-7334 Explore Your Financial Future With Brian PHONE EMAIL

  • David Pacer | Infinitas KC

    (913) 563-7300 david@infinitaskc.com Visit David's LinkedIn David Pacer CFP®, CRPS®, CPFA PARTNER David Pacer is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Retirement Plan Specialist (CRPS®), and Certified Plan Fiduciary Advisor (CPFA) at Infinitas. David knows that planning for your financial success is complicated in today’s world. It requires a broad knowledge of everything from complex investment products to elaborate tax laws. ​ PROFESSIONAL DESIGNATIONS, CERTIFICATIONS, REGISTRATIONS, & AFFILIATIONS Member of the Financial Planning Association Holds FINRA 66 & 7 registrations and Life & Health licenses Registered Securities Representative ​ David is a native of Chicago, but has called Kansas City his home since 1997. He graduated from Eastern Illinois University with a Bachelor’s Degree in Business Management. David and his wife, Elizabeth, reside in Parkville, MO where they stay active with their 4 children and 2 dogs. Traveling and making memories with his family are a top priority. ​ Growing up, David’s passion for drums came from his father, who led the snare drumline for the world famous Cavaliers in 1961. At the age of 6, his father gave him the original 1965 Ludwig drum set that he purchased when he was in a band. David has been playing ever since. He helped create the band Sunny-Side-Down, who has been performing on a monthly basis all over Kansas City since 2000. They have many followers who enjoy their mix of cover songs and originals from their 2 recorded albums. David has worked with women his whole life. As the son of a single mother and the only brother to two sisters, he quickly learned about the unique challenges women can face in the financial world. After helping his mother through many financial transitions, he found early in his career that he enjoys working with women as their trusted advisor. His goal is to share his experience and help them overcome challenges while taking advantage of the unique opportunities that exist. 2020 Financial Times 401 Retirement Advisers, created by Ignites Research. ​ Presented in Sept 2020 for the preceding 12 months. 855 Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. 2008-2023 Five Star Wealth Manager Award, created by Five Star Professional. ​ The 2023 award was presented in January 2022 based on data gathered between May 2022 and February 2023. 1670 advisors were considered, 128 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com . Meet The Team Team Directory > Partner David Pacer CFP®, CRPS®, CPFA david@infinitaskc.com (913) 563-7300 Financial Advisor Blake Workman CPFA blake@infinitaskc.com (913) 563-7300 Chief Operating Officer Vanessa Taylor CPFA vanessa@infinitaskc.com (913) 563-7300 Operations Associate Alexis Taylor (913) 563-7300 Explore Your Financial Future With David PHONE EMAIL

  • Michael Orndorff | Infinitas KC

    (913) 563-7300 michael@infinitaskc.com Visit Mike's LinkedIn Michael Orndorff CIO, FINANCIAL ADVISOR CFA® 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 currently serves as a director for the UCM Foundation and was a past 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, along with their two dogs, live in Overland Park and they have two grown daughters. They enjoy volunteer activities, listening to live music and visiting their daughters located in D.C. and St. Louis. To help keep their dogs happy and content, no evening is complete without a walk to the park. Meet The Team Team Directory > Senior Partner Wade Carpenter CFP®, AIF®, ChFC® wade@infinitaskc.com (913) 563-7300 Partner Brook Deaver CFP®, MBA brook@infinitaskc.com (913) 563-7300 Financial Advisor Susan Geiersbach CFP® susan@infinitaskc.com (913) 563-7300 Financial Advisor Adam Hutsell adam@infinitaskc.com (913) 563-7300 CIO, Financial Advisor Michael Orndorff CFA® michael@infinitaskc.com (913) 563-7300 Portfolio, Research, and Trading Analyst Chad Adams CAIA® chad@infinitaskc.com (913) 563-7300 Director of Planning Mike Ball mike@infinitaskc.com (913) 563-7300 Paraplanner Chad Berg chad.berg@infinitaskc.com (913) 563-7300 Client Services Associate Cassidy Carpenter cassidy@infinitaskc.com (913) 563-7300 Paraplanner Joe Greco joseph@infinitaskc.com (913) 563-7300 Client Services Manager Catherine Hoefer catherine@infinitaskc.com (913) 563-7300 Financial Assistant Keaton Leslie keaton@infinitaskc.com (913) 563-7300 Operations Manager Trisha McClanahan trisha@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Mike PHONE EMAIL

  • Neil Connolly | Infinitas KC

    (913) 361-7730 neil@infinitaskc.com Visit Neil's LinkedIn Neil Connolly CFP® FINANCIAL ADVISOR Neil Connolly provides comprehensive financial planning for individuals and families in all stages of their lives. Neil focuses on using goal-based financial planning to reveal common issues which can be overcome by using a comprehensive wealth management approach. Neil brings 25 years of experience both as an advisor and a branch leader at TD Ameritrade and Charles Schwab. He has a passion for working with clients to achieve financial independence with a keen interest in tax reduction or elimination strategies and legacy planning for future generations. ​ In 2017, Neil earned his CERTIFIED FINANCIAL PLANNER™ professional designation as a testament to the wealth planning process and acting as a fiduciary asset manager for his clients. ​ Neil was born in Boulder, Colorado, and attended The University of Colorado, Boulder. Neil, his wife Christine, and son Declan are Colorado natives and are now proud to call Overland Park, KS home. The Connolly’s are proud of their new hometown, and they feel like Kansas City is the best place to live and raise a family. ​ In his free time, Neil enjoys spending time with his family, traveling, and revisiting the Colorado ski slopes. SCHEDULE A CONSULTATION Meet The Team Team Directory > Partner Bruce Glenn bruce@infinitaskc.com (913) 563-7300 Financial Advisor Neil Connolly neil@infinitaskc.com (913) 361-7730 Financial Advisor Brian Francis brianf@infinitaskc.com (913) 563-7300 Financial Advisor Joe Michael joe@infinitaskc.com (913) 563-7314 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 Financial Advisor Kristina Strickland kristina@infinitaskc.com (913) 563-7327 Client Services Associate Haley Bryant haley@infinitaskc.com (913) 563-7300 Director of Business Development Mary Darlin mary@infinitaskc.com (913) 563-7300 Client Relationship Manager Theresa Fabela theresa@infinitaskc.com (913) 289-4713 Marketing Executive Lisa Kennell lisa@infinitaskc.com (913) 563-7300 Client Services Associate Bailey Lucito bailey@infinitaskc.com (913) 563-7300 Client Services Associate Danica Murdock-Colin danica@infinitaskc.com (913) 563-7300 Client Relationship Manager Melissa Sampley melissa.sampley@infinitaskc.com (913) 563-7374 Director of Operations Carrie White carrie@infinitaskc.com (913) 563-7334 Explore Your Financial Future With Neil PHONE EMAIL

  • Jim Stanziola | Infinitas KC

    (913) 563-7300 jim@infinitaskc.com Visit Jim's LinkedIn Jim Stanziola JD, CHFC®, AIF® PARTNER 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 Meet The Team Team Directory > Partner Jim Stanziola JD, ChFC®, AIF® jim@infinitaskc.com (913) 563-7300 Legal Support Executive Assistant Meredith Kinney meredith@infinitaskc.com (913) 563-7300 Explore Your Financial Future With Jim PHONE EMAIL

  • Tracy Ford | Infinitas KC

    (417) 848-6881 tracy @infinitaskc.com Visit Tracy's LinkedIn Tracy Ford FINANCIAL ADVISOR AND VOLUNTARY BENEFITS DIRECTOR Tracy is a financial advisor specializing in private wealth planning and retirement plans. She is also the Voluntary Benefits Director for Glenn Team Wealth Planning and is passionate about helping people on the road to financial security. ​ As a leader, Tracy is consistently recognized for driving revenues through innovative and focused business operations and initiatives. She received her Bachelor of Science in Business Administration and Human Resource Management (double major) from Missouri Southern State University. She is a financial advisor and holds Series 7 and Series 66 security licenses, and health and life insurance licenses. ​ Voluntary benefits not only protect individuals in the event of illness or catastrophic events, but they can also help employers increase employee satisfaction. Today’s business owners are facing increased challenges in employee retention. Nearly 57% of employees say benefits are an important consideration when accepting or remaining at a job. Offering voluntary benefits to employees is at no cost to the organization but can give employees that extra peace of mind because they were made available. Tracy works with companies of all sizes to offer the best options in voluntary benefits to their employees. Her plans include many key features that she feels sets these plans apart. ​ In her spare time, Tracy enjoys playing tennis, walking, gardening and fishing. She loves venturing out to new restaurants, and using her Big Green Egg to smoke all types of food at home. ​ If you would like to learn more about how Tracy can help you increase employee satisfaction through the policies she offers, or to have her help you plan for your financial future, please reach out. SCHEDULE AN APPOINTMENT Meet The Team Team Directory > Partner Bruce Glenn CBFA™, CRPS®, AAMS® bruce@infinitaskc.com (913) 563-7300 Financial Advisor Neil Connolly CFP® neil@infinitaskc.com (913) 361-7730 Financial Advisor Brian Francis CFP®, MBA, QPFC® brianf@infinitaskc.com (913) 563-7300 Financial Advisor Joe Michael QPFC® joe@infinitaskc.com (913) 563-7314 Financial Advisor Melissa Myers melissa.myers@infinitaskc.com (913) 563-7300 Financial Advisor Kristina Strickland kristina@infinitaskc.com (913) 563-7327 Client Services Associate Haley Bryant haley@infinitaskc.com (913) 563-7300 Director of Business Development Mary Darlin mary@infinitaskc.com (913) 563-7300 Client Relationship Manager Theresa Fabela theresa@infinitaskc.com (913) 289-4713 Marketing Executive Lisa Kennell lisa@infinitaskc.com (913) 563-7300 Client Services Associate Bailey Lucito bailey@infinitaskc.com (913) 563-7300 Client Services Associate Danica Murdock-Colin danica@infinitaskc.com (913) 563-7300 Client Relationship Manager Melissa Sampley melissa.sampley@infinitaskc.com (913) 563-7374 Director of Operations Carrie White carrie@infinitaskc.com (913) 563-7334 Explore Your Financial Future With Tracy PHONE EMAIL

  • ProCircuit - Infinitas Retirement Plan Solutions

    SCHEDULE RESOURCES CONTACT It's time to pursue the financial well-being you deserve. SCHEDULE A CONSULTATION Schedule a complimentary 30 minute one-on-one meeting with one of our Infinitas Retirement Plan Solutions Advisors. Infinitas has an experienced team with specialized expertise and knowledge. Alongside our Financial Advisors, our Qualified Plan Support Team provide ongoing day-to-day support. Each of our support team members specialize on a specific aspect of your plan. SCHEDULE A CONSULTATION If you are unavailable during the times listed on the schedule, please email ashley.harvey@infinitaskc.com. SERVICES PROVIDED TO YOU: Savings rate calculations Company match calculations Retirement planning Tax reduction strategies Investment advice and portfolio design Social security strategies Beneficiary consulting Website login support Rollovers and Roll-in assistance Debt reduction strategies ADDITIONAL SERVICES AVAILABLE UPON REQUEST: Review of outside investments Education savings planning Life insurance and annuity audit Estate planning advice – Wills, Trusts, Power of Attorney Medicare planning Long-term care/Healthcare strategies Debt refinancing strategies Your Infinitas Retirement Plan Solutions Advisor Our Infinitas Retirement Plan Solutions advisors understand your financial journey is unique. We partner with you to set goals to pursue the financial well-being you desire. We help you understand your options and establish an investment strategy to help get — and stay — on track for retirement. As you evaluate your options, we are here to be a resource. We are happy to offer you educational tools and exclusive access to our Infinitas webinars to supplement your financial journey. SCHEDULE A CONSULTATION Senior Partner Tim DiSette ChFC®, AIF® tim@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Zack DiSette AIF® zack@infinitaskc.com (913) 563-7300 SCHEDULE Financial Advisor Sam DiSette sam@infinitaskc.com (913) 563-7300 SCHEDULE Contact Us (913) 563-7300 ashley.harvey@infinitaskc.com www.infinitaskc.com CONNECT WITH US 10801 MASTIN ST #370 OVERLAND PARK, KS 66210 ​ (913) 563-7300 ​ INFO@INFINITASKC.COM INFORMATION ABOUT INFINITAS ​ EVENT S ​ RESOURC ES ​ CLIEN T L OGIN ​ CO NTACT SPECIALTIES FOR INDIVIDUALS ​ FOR BUSINESSES ​ RETIREMENT PLAN SOLUTIONS FORM CRS The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. ​ We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing. Read our cookie policy here. ​ Privacy Notice | Online Privacy Policy | © 2023 Infinitas

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