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 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...
DEAN CARPENTER
Financial Advisor and CPA
814-534-4449
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.
CINDY WISSINGER
Finance Assistant and Administrative Supervisor
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...
HEATHER MCCLELLAND
Executive Administrative Assistant
heather@carpenterfinancial.net
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...
LINDSAY CARPENTER BENNEAR
Financial Advisor and CPA
lindsay.carpenter@myavantax.com
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.
CHRISTIANA SEKERAK
Administrative Assistant
christiana@carpenterfinancial.net
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...
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...
Michelle Maksymik
Financial Services Assistant
814-534-4448
michelle@carpenterfinancial.net