Broker Check


Financial Advisor

Dean Carpenter is a financial advisor working alongside his father, Sam Carpenter. He joined the firm in early 2014. Prior to coming into the family business, he was an auditor for five years during which time he gained invaluable knowledge and experience both domestically and internationally.

In 2009, Dean graduated Summa Cum Laude from the Honors Program at West Virginia University with a major in Accounting. He also received a certification in Forensic Accounting and Fraud Investigations from WVU.

He is a Certified Public Accountant (CPA) and Registered Representative with Avantax Investment Services SM, our broker dealer. He earned his Series 6, Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law Exam) licenses, which enable him to provide support on mutual funds, annuities, stocks, life insurance, and health insurance.

Dean is a member of the American Institute of Certified Public Accountants and a lifelong member of the West Virginia University Alumni Association. He enjoys playing hockey and tennis, traveling, and spending time with his family and friends.