Meet Our Team

SAM CARPENTER, MS CFP® CPA/PFS CSA

Financial Advisor

carpenter@cfs.support

JOE CARPENTER,  CRPC^®, CFS^®, CSA, FRC^SM 

Financial Advisor

joe@carpenterfinancial.net

DEAN CARPENTER, CPA

Financial Advisor

dean@cfs.support

LINDSAY CARPENTER BENNEAR, CPA

Financial Advisor

lindsay@cfs.support

Robert Sekerak, Jr.

Financial Services Associate

robert@carpenterfinancial.net

CINDY WISSINGER

Financial Services Assistant

cindy@cfs.support

HEATHER MCCLELLAND

Financial Services Associate & Client Operations Manager

heather@carpenterfinancial.net

Lisa Wirfel

Investment Services Operations Manager

lisa@carpenterfinancial.net

Kayla Burkett

Client Services Assistant

kayla@carpenterfinancial.net

Michelle Maksymik

Operations Specialist

michelle@carpenterfinancial.net

Annie Yoder

Financial Services Assistant

annie@cfs.support

Shaelyn Silko

Administrative Assistant

shaelyn@carpenterfinancial.net

Christiana Sekerak

Administrative Assistant