our advisors
With a wide array of specialties and 18 financial advisors, our credentialed team at Infinitas can help chart the future you imagine. Tell us about your individual needs and we’ll partner with you to help you pursue your goals.
K. WADE CARPENTER,
CFP®, AIF®, ChFC®
Senior Partner
TIM DISETTE,
ChFC®, AIF®
Senior Partner
RAY EVANS,
CFP®, AIF®
Senior Partner
BROOK DEAVER,
CFP®, MBA
Partner
BRUCE GLENN,
CBFA, CRPS®, AAMS®
Partner
RANDY JOHNSON,
CLU®, ChFC®, ChSNC®, AIF® Partner
DAVID PACER,
CFP®, CRPS®, CPFA
Partner
JERRY PERFECT,
CFS®, AIF®
Partner
JIM STANZIOLA,
JD, ChFC®, AIF®
Partner
SAM DISETTE
Financial Advisor
ZACK DISETTE
Financial Advisor
TRACY FORD
Financial Advisor and Voluntary Benefits Director
BRIAN FRANCIS,
CFP®, MBA, QPFC
Financial Advisor
SUSAN GEIERSBACH, CFP®
Financial Advisor
JIM HEENEY,
AAMS®
Financial Advisor
SCOTT HERZ
Financial Advisor
ADAM HUTSELL
Financial Advisor
JOE MICHAEL, QPFC
Financial Advisor
LEIGH ANN MORALES, CFP®
Financial Advisor
MELISSA MYERS
Financial Advisor
MICHAEL ORNDORFF,
CFA®
CIO, Financial Advisor
MICHELLE POSTON,
CFP®
Financial Advisor
KRISTINA STRICKLAND
Financial Advisor
TAMMY TETZLAFF, QPA, QKA, APA
COO, Retirement Plan Solutions and Financial Advisor
BLAKE WORKMAN, CPFA
Financial Advisor
JACK EVANS
Associate Wealth Advisor
SUPPORT STAFF
CHAD ADAMS
Paraplanner
MIKE BALL
Director of Planning
CANDICE BASILE
Director of Operations - Private Wealth
CHAD BERG
Paraplanner
KATE BLATHERWICK PICKERT
Director of Human Resources and Communications
HALEY BRYANT
Client Services Associate
AMBER COUSINS
Client Services Associate, Retirement Plan Solutions
MARY DARLIN
Director of Business Development
SARA DETERDING
Client Relationship Manager
THERESA FABELA
Client Relationship Manager
JULIA GOBLE
Office Coordinator
ASHLEY GOEKEN
Client Relationship Manager
JOE GRECO
Paraplanner
ASHLEY HARVEY
Director of Administrative Services
CATHERINE HOEFER
Client Services Manager
KIMBERLY HOLDER
Director of Marketing
MEREDITH KINNEY
Legal Support Executive Specialist
LISA KENNELL
Marketing Executive
KEATON LESLIE
Financial Assistant
BAILEY LUCITO
Client Services Associate
MELISSA MACIEJEWSKI
Administrative Assistant
TRISHA MCCLANAHAN
Operations Manager
DANICA MURDOCK-COLIN
Client Services Associate
LAUREN OLLENBURGER
Marketing Coordinator
AUBREE PRIEST
Director of Wellness
PATI PRIEST
Office Manager
JAIME ROGERS
Director of Operations
DEAH RUBIN
Sr. Client Services Specialist, Retirement Plan Solutions
MELISSA SAMPLEY
Client Relationship Manager
STEPHANIE SNYDER
Director of Client Services, Retirement Plan Solutions
VANESSA TAYLOR, CPFA
Vice President of Operations
MEGAN WEINER
Client Services Associate
CARRIE WHITE
Director of Operations