Team

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...

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 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 is our team’s Wealth Management Specialist and has been with the firm since 1996.  She is responsible for the quality and timeliness of our client service performance. 

Heather L. McClelland, is the team's Wealth Management Specialist. She 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 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 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...