Representatives from Carpenter Financial Services were celebrated as Elite Financial Professionals of Avantax during the invitation-only Avantax Elite Summit 2025 in Banff, Alberta, Canada. Avantax is a community of tax-focused financial professionals within Cetera. Attending the summit from the Carpenter Financial Services team were Joseph Carpenter, Samuel Carpenter, Lindsay Carpenter-Bennear, Dean Carpenter, and Robert Sekerak Jr.
The small contingent of independent Avantax financial professionals invited to the Avantax Elite Summit wererecognized for their exemplary commitment to serving their clients and overall business achievements from the previous year. They also had the opportunity to network with other leading firms in the Avantax Community and to meet with Avantax and Cetera leadership.
“Being invited to the Elite Summit is a testament to our team's hard work and dedication,” said Joe Carpenter. “We're proud to represent our community and excited to continue growing as a firm that leads with integrity and purpose.”
“This recognition is special because it honors the legacy my father started over 70 years ago,” said Sam Carpenter. “Our commitment to guiding families through every season of life continues to be the driving force behind our work.”
Since its founding as an accounting firm in 1953, Carpenter Financial Services has been locally owned and operated. To better serve our clients, we have evolved into a comprehensive financial services firm. Today, we work with clients across the country, guiding them to build a foundation for financial security and ensuring they have the tools necessary to make informed financial decisions.
Securities offered through Avantax Investment Services.℠ Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services.℠ Insurance services offered through an Avantax affiliated insurance agency. Carpenter Financial Services and Avantax are not affiliated.