Broker Check

Team

SAM CARPENTER

MS CFP® CPA/PFS CSA

(814) 534-4445

(814) 534-4449

carpenter@hdvest.net

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) 534-4448

carpenterj@myavantax.com

For over 30 years Joseph A. Carpenter has advised clients in the Greater Johnstown, PA area. Carpenter Financial Services began with Joe’s father Samuel C. Carpenter, 65 years ago, when he established the business as a Tax and...

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DEAN CARPENTER

Financial Advisor and CPA

814-534-4445

814-534-4449

carpenterd@hdvest.net

Dean Carpenter is a CPA and Registered Representative with Avantax Investment Services SM. 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

cfscindy@hotmail.com

Cindy Wissinger, Sam’s Executive Assistant, has been with the firm since 1996. She specializes in client service and business processing at Carpenter Financial Services. She also is a Finance Assistant and Administrative...
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HEATHER MCCLELLAND

Executive Administrative Assistant

814-534-4445

mcclellandh1@myavantax.com

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 Avantax Investment Services SM and is...

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LINDSAY CARPENTER BENNEAR

Financial Advisor and CPA

814-534-4445

lindsay.carpenter@hdvest.net

Lindsay is a CPA and a Registered Representative of Avantax Investment Services SM. 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 SEKERAK

Administrative Assistant

814-534-4445

christiana.sekerak@myavantax.com

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.wirfel@myavantax.com

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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Kayla Burkett

Client Relations Director

814-534-4445

kayla.burkett@myavantax.com

Kayla M. Burkett is our team's Client Relations Director. Her primary goal is to ensure clients have a rewarding experience in all their interactions with Carpenter Financial Services. She is responsible for developing and maintaining...

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Nicole Pisarski

Financial Planning Analyst Intern

814-534-4445

nicole.pisarski@myavantax.com

Nicole Pisarski is our team's Financial Planning Analyst Intern. She focuses on day-to-day activities and client relations. Nicole is currently completing her Bachelor of Science in Finance at the University of Pittsburgh at Johnstown....

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