Team Directory | Infinitas KC

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Infinitas Team Directory

Director of Portfolio Management

Chad Adams

CAIA®, CFA®

chad@infinitaskc.com

(913) 563-7300

Office Coordinator

Anna Banman

anna@infinitaskc.com

(913) 563-7300

Client Service Manager

Candice Basile

candice@infinitaskc.com

(913) 563-7300

Financial Advisor

Chad Berg

CFP®

chad.berg@infinitaskc.com

(913) 563-7300

Senior Partner

Wade Carpenter

CFP®

wade@infinitaskc.com

(913) 563-7300

Client Service Associate, Retirement Plan Solutions

Amber Cousins

CPFA

Amber@infinitaskc.com

(913) 563-7300

Partner

Brook Deaver

CFP®, MBA

brook@infinitaskc.com

(913) 563-7300

Financial Assistant

Jonathan Deaver

jonathan@infinitaskc.com

(913) 563-7300

Client Relationship Manager

Sara Deterding

sara@infinitaskc.com

(913) 563-7300

Financial Advisor

Zack DiSette

AIF®, CPWA®

zack@infinitaskc.com

(913) 563-7300

Financial Advisor

Sam DiSette

AIF®

sam@infinitaskc.com

(913) 563-7300

Senior Partner

Tim DiSette

ChFC®, AIF®

tim@infinitaskc.com

(913) 563-7300

Client Service Associate

Jamie Disterhaupt

jamie@infinitaskc.com

(913) 563-7300

Participant Education/Marketing Coordinator

Janie Foster

janie@infinitaskc.com

(913) 563-7300

Financial Advisor

Brian Francis

CFP®, MBA, QPFC®

brianf@infinitaskc.com

(913) 563-7300

Financial Advisor

Susan Geiersbach

CFP®

susan@infinitaskc.com

(913) 563-7300

Client Relationship Manager

Ashley Goeken

ashley.goeken@infinitaskc.com

(913) 563-7300

Marketing Manager

Lauren Gottschalk

lauren@infinitaskc.com

(913) 563-7300

Financial Advisor

Jim Heeney

AAMS®

jim.heeney@infinitaskc.com

(913) 563-7300

Financial Planning Assistant

Drew Heffernon

CFP®

drew@infinitaskc.com

(913) 563-7327

Financial Advisor

Scott Herz

scott@infinitaskc.com

(913) 563-7300

Client Service Manager

Catherine Hoefer

catherine@infinitaskc.com

(913) 563-7300

Financial Advisor

Adam Hutsell

CFP®

adam@infinitaskc.com

(913) 563-7300

Senior Partner

Randy Johnson

AIF®, CFP®

randy@infinitaskc.com

(913) 563-7300

Legal Support Executive Assistant

Meredith Kinney

meredith@infinitaskc.com

(913) 563-7300

Client Service Associate

Kim Knight

kim@infinitaskc.com

(913) 563-7300

Chief Operating Officer

Christine Leyva

AAMS®

christine@infinitaskc.com

(913) 563-7300

Financial Assistant

Ryan Long

ryan@infinitaskc.com

(913) 563-7300

Administrative Assistant

Melissa Maciejewski

melissa@infinitaskc.com

(913) 738-7365

Financial Assistant

Brennan Masterson

brennan@infinitaskc.com

(913) 563-7300

Financial Advisor

Melissa Myers

melissa.myers@infinitaskc.com

(913) 563-7300

CIO, Financial Advisor

Michael Orndorff

CFA®

michael@infinitaskc.com

(913) 563-7300

Partner

Jerry Perfect

CFS®, AIF®

jerry@infinitaskc.com

(913) 563-7300

Financial Advisor

Michelle Poston

CFP®, CEPA®

michelle@infinitaskc.com

(913) 563-7300

Executive Assistant

Pati Priest

pati@infinitaskc.com

(913) 563-7300

Director of Wellness

Aubree Priest

(913) 563-7300

Sr. Client Service Associate, Retirement Plan Solutions

Deah Rubin

CPFA

deah@infinitaskc.com

(913) 563-7300

Financial Assistant

Joshua Schmalz

joshua@infinitaskc.com

(913) 563-7300

Client Service Manager, Retirement Plan Solutions

Stephanie Snyder

stephanie@infinitaskc.com

(913) 563-7300

Partner

Jim Stanziola

JD, ChFC®, AIF®

jim@infinitaskc.com

(913) 563-7300

Partner, Retirement Plan Solutions

Tammy Tetzlaff

AIF®, QPA, QKA

tammy@infinitaskc.com

(913) 563-7300

Client Service Associate

Claire Vallejo

claire@infinitaskc.com

(913) 563-7300

Client Service Associate

Morgan Vannoy

PhD

morgan@infinitaskc.com

(913) 563-7300

Financial Assistant

Cassidy Willis

cassidy@infinitaskc.com

(913) 563-7300

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