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
DEAN CARPENTER
Financial Advisor 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 BENNEAR
Financial Advisor and CPA
Lindsay 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...
Kayla Burkett
Client Relations Director
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...
Nicole Pisarski
Financial Planning Analyst Intern
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....