Team
SAM CARPENTER
MS CFP® CPA/PFS CSA
(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...
JOE CARPENTER
CRPC, CFS®, CSA
(814) 534-4448
For over 29 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...
DEAN CARPENTER
Financial Adviser and CPA
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.
CINDY WISSINGER
Finance Assistant and Administrative Supervisor
HEATHER MCCLELLAND
Executive Administrative Assistant
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...
LINDSAY CARPENTER
Financial Advisor and CPA
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.
CHRISTIANA SEKERAK
Administrative Assistant
LISA WIRFEL
Financial Services Analyst
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...