237 Johns Street
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 30 years and is very passionate about helping people plan for...
Joseph A. Carpenter has empowered families, individuals, and businesses for over three decades by working with them to create comprehensive wealth management strategies, setting them on a better and more informed financial path.
Financial Advisor and CPA
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.
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.
Wealth Management Specialist
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...
Client Services Manager
Lisa A. Wirfel is our team's Client Services Manager. She examines and executes client retirement plans, facilitates client operations, and processes applications. Lisa is a graduate of the University of Pittsburgh at Johnstown where...
Client Relations Coordinator
Kayla M. Burkett is our team's Client Relations Coordinator. 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...
Christiana J. Sekerak is our team’s Administrative Assistant, and Joe’s youngest daughter. Some of her responsibilities include processing client forms and applications, preparing for appointments, and digitizing and...
Office Administrative Coordinator
Michelle Maksymik is our team’s Office Administrative Coordinator. In her role she maintains Quickbooks company data, reconciles bank and credit statements, and manages client data tracking. She assists with client events, the...
Financial Services Assistant
Annie is our team's Financial Services Assistant. She works on processing client forms and applications, preparing for appointments, and managing client files. Annie is a graduate of The Ohio State University where she...