Senior Partner at Infinitas Coordinated Wealth Counsel
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 expertise 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 gifting and estate tax, retirement, investments, insurance, and charitable contributions.
Recently, Forbes recognized Tim on the list of Forbes’ Best-In-State Wealth Advisors for 2022. Tim has also served on the Commonwealth Financial Network® Retirement Advisory Council, which guides the broker/dealer’s national retirement advisory practice.
Currently, and for the past four years, Tim has helped lead the Infinitas team to be recognized in the Kansas City Business Journal’s Book of Lists as a top fee-based investment advisors.
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, 6,500 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.
2019-2020 Kansas City Business Journal Top Fee-Based Advisor, created by Kansas City Business Journal. Presented in October 2020 based on data gathered from June 2020 to June 2021. 112 Advisors were considered, 25 Advisors were recognized. Advisors do not 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.
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, a 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 the 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, his wife, Rebecca, and their three sons reside in Leawood, Kansas.
Infinitas is a financial advisory team located in Overland Park, KS. We help individuals, families, and privately-owned companies develop a plan to pursue the well-being they deserve through comprehensive financial planning. With a team of more than 20 advisors, we empower our clients to reach their financial goals and discover endless possibilities.
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