Zack DiSette

Financial Adviosr at Infinitas Coordinated Wealth Counsel

Zack joined Infinitas in 2016 after graduating from the University of Alabama with a degree in Finance and a specialization in Wealth Management. Currently, Zack is responsible for his wealth management clients, as well as his 401k clients. Secondarily, he is leading the investment selection process and portfolio construction process for the DiSette team. His pursuit of knowledge and experience is ongoing as he studies for the CFP® exam and works in partnership with his father Tim DiSette. Striving to be a financial planner that is well versed in all aspects of his client’s financial picture, he specializes in cash flow-based financial planning, portfolio management, and estate planning.

Zack is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations.

Outside of the office, Zack enjoys his time in the outdoors and with friends and family. Frequent trips to Grand Lake in Oklahoma fill up the summers while cheering on the Crimson Tide on Saturdays in the fall are a must. Zack and his dad are also avid hunters in the winter, leading to many trips out to western Kansas with friends. Recently, Zack and his fiancé, Natalie, got engaged. They are eagerly looking forward to their wedding in June of 2023. In the meantime, they spend lots of time together working on and remodeling their new home.

Zack and Tim as a father-son team were recently recognized on the list of Forbes' Best-In-State Wealth Advisors for 2022. The DiSette Team also helped lead Infinitas to be recognized in the Kansas City Business Journal's Book of Lists as a top fee-based investment advisor for the past two years. Through significant time spent working with Infinitas retirement plan clients and participants, the National Association of Plan Advisors named Infinitas Retirement Plan Solutions to its 2017, 2018, 2019, 2020, and 2021 Top DC Advisor Teams list of leading retirement plan advisor firms.

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.

2017-2021 NAPA Top DC Advisor Teams, created by NAPA. 2021 award presented in March 2022 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 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 most recent award information.

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. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. FINRA/SIPC, a Registered Investment Advisor