Broker Check

Team



 

SAM CARPENTER

MS CFP® CPA/PFS CSA

(814) 534-4445

(814) 534-4449

Sam Carpenter, born and raised in Johnstown, PA, is the co-owner of Carpenter Financial Services. He has been involved in the financial and accounting business for over 29 years and is very passionate about helping people plan for...

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JOE CARPENTER

CRPC, CFS®, CSA

(814) 534-4445

(814) 534-4449

For over 27 years Joseph A. Carpenter has advised clients in the Greater Johnstown, PA area. Carpenter Financial Services began with Joe’s father Samuel C. Carpenter, over 60 years ago, when he established the business as a Tax...

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DEAN CARPENTER

Financial Advisor and CPA

814-534-4445

814-534-4449

Dean Carpenter is a CPA and Registered Representative with HD Vest Investment Services. He holds Series 6, 7, and 63 securities licenses, which enable him to provide support on mutual funds, annuities, stocks, and life/health insurance.

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CINDY WISSINGER

Finance Assistant and Administrative Supervisor

814-534-4445

Cindy Wissinger, Sam’s Executive Assistant, has been with the firm since 1996. She specializes in client service and business processing at our firm. Cindy is a Registered Representative of H.D. Vest Investment Services and holds..

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HEATHER MCCLELLAND

Executive Administrative Assistant

814-534-4445

Heather L. McClelland, Joe’s Executive Assistant since 2000, is responsible for the quality and timeliness of our client service performance. She is a registered Representative of H.D. Vest Investment Services and is...

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Lindsay Carpenter is a CPA and a Registered Representative of HD Vest Investment Services. She holds her Series 6, 63, and PA insurance licenses, which enable her to offer support on mutual funds, annuities, and life/health insurance.

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Christiana J. Sekerak is the team’s Administrative Assistant. Christiana works closely with Joe and his team to ensure that the behind the scenes work is running smoothly. Christiana heads the office paperless system and is...

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LISA WIRFEL

Financial Services Analyst

814-534-4445

Lisa A. Wirfel is our team's Financial Services Analyst. She examines and executes client retirement plans, facilitates client operations, and processes applications. Lisa is a graduate of the University of Pittsburgh at Johnstown...

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