Timothy DiSette, ChFC®, AIF®
Licenses: Series 7 and 63 securities; life and health insurance
Expertise: Employer-sponsored plans; wealth management; estate, investment and retirement planning; business contingency and succession planning
As a founding partner of Infinitas, Tim DiSette brings nearly three decades of experience in employer-sponsored retirement plans, wealth management strategies and business contingency planning. Tim’s broad and comprehensive financial expertise helps individuals and businesses grow, preserve and protect their assets.
Retirement plan design
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.
Wealth management expertise
Tim advises wealth management clients on a range of financial matters including the estate tax, retirement investments, insurance, gifts, as well as charitable contributions. In addition, Tim was raised in a family business, which gives him a unique appreciation and understanding of business continuity and succession planning.
Industry involvement and awards
For the past six years, Tim has served on the Commonwealth Financial Network Retirement Advisory Council, which guides the broker/dealer’s retirement advisory practice. The board is comprised of the top 25 advisors of more than 600 nationwide.
In 2016, 2017 and 2018, the Financial Times selected Tim for its 401 Top Retirement Plan Advisors*. He’s one of only five Kansas advisors picked for the honor, which recognizes those who specialize in defined contribution plans. In addition, under his leadership, the National Association of Plan Advisors selected Infinitas for its 2017 list of the nation’s top retirement planning teams**.
Tim has taken more than 10 mission trips to Honduras. He started a scholarship fund at a school in Ciudad Espana to help the city’s at-risk children get an education. In addition, Tim’s held leadership roles on his church international missions leadership team, as well as on his church’s endowments and finance committees.
More about Tim
Tim often speaks to national and regional organizations about retirement, wealth preservation and estate planning, as well as business contingency planning. He graduated from Texas Christian University with a bachelor’s degree in business management. Tim is married and has three sons.
*The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 670 qualified applicants were nominated, of which 401 were recognized (60% of candidates). 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) This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. For the full methodology, please visit FT.com. The 2017 NAPA Top DC Advisor Firms List is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 325 qualified firms were considered of which 250 (77% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: www.napa-net.org.
Jim Stanziola JD, ChFC®, AIF®
Licenses: Series 7, 24 and 63 securities; 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.
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.
Life Insurance Support Specialist
Education and Professional Designations
• BA in Communication, Avila University, Kansas City, Missouri
• Life insurance and long-term care product support
• Case tracking and monitoring
• Evaluating and facilitating underwriting processes
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.