Samuel G. Carpenter Biography



Education and Designations

Master of Science Degree in Financial Planning (MS)

Certified Financial Planner (CFP®)

Certified Senior Advisor (CSA)

Certified Public Accountant (CPA)

Personal Financial Specialist (PFS)

Studied Accounting at University of Pittsburgh at Johnstown

Bachelor of Arts Degree at Rollins College

Licenses

 Life, Accident and Health Insurance

 Series 7 and 63*

Experience

Registered Representative*, H.D. Vest Investment ServicesSM

Account Manager, The Acacia Group of Pittsburgh

Senior Accountant, Carpenter + Carpenter, CPAs

Member of Institute of Management Accountants

Member of Pennsylvania Institute of Certified Public Accountants

Past President of Estate Planning Council

Past President of Institute of Management Accounts

Steering Committee of 1889 Flood Commemoration 

Voted Simply the Best Financial Services Firm by the Greater Johnstown Community

Voted Simply the Best Financial Planner in 2008 by the Greater Johnstown Community

Activities

Greater Johnstown Tennis Association Sponsor

Greater Johnstown Volleyball Club Sponsor

Enjoy reading and consuming knowlegde

Love helping people get their finances in order

Skiing

Family

 

*These services are offered by Sam Carpenter through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.