Tim Disette Email & Phone Number
Senior Partner @ Infinitas, LLC
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Tim Disette Location
- Overland Park, KS, US
Tim Disette Work
- Senior Partner @ (January 2017 - Present)
- President @ Trinity Planning Group, LLC (January 1990 - January 2017)
Tim Disette Education
- TCU Neeley School of Business
Bachelor of Business Administration - BBA (Business Administration and Management, General)
1984-1988 - Texas Christian University
Business (Mgmt & Communications)
1984-1988
Tim Disette Skills
- 401k
- 401k Rollovers
- Asset Allocation
- Asset Managment
- Defined Benefit
- Disability Insurance
- ERISA
- Employee Benefits
- Estate Planning
- Financial Services
- Fixed Annuities
- Health Insurance
- Health Savings Accounts
- IRAs
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Long-term Care
- Mutual Funds
- Pensions
- Portfolio Management
- Profit Sharing
- Retirement Plan Consulting
- Retirement Planning
- Roth IRA
- Securities
- Series 6
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Accumulation
- Wealth Management
- Whole Life
- Business Analysis
- Marketing
- Process Improvement
- Team Building
- Change Management
- Long Term Care
Tim Disette Summary
- Tim Disette, based in Overland Park, KS, US, is currently a Senior Partner at Infinitas, LLC. Tim Disette brings experience from previous roles at Trinity Planning Group, LLC. Tim Disette holds a 1984 - 1988 Bachelor of Business Administration - BBA in Business Administration and Management, General @ TCU Neeley School of Business. With a robust skill set that includes 401k, 401k Rollovers, Asset Allocation, Asset Managment, Defined Benefit and more. Tim Disette has 2 emails and 2 mobile phone numbers on RocketReach.
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