For over 30 years, Joe has advised clients in Johnstown, Pennsylvania and in more than 25 states across the country. Joe's mission is to help his clients prioritize their financial goals using his business acumen as a Chartered Retirement Planning Counselor®, a Certified Fund Specialist®, a Certified Senior Advisor, and Federal Retirement ConsultantSM. Joe stays current on tax laws through continuing education and research to advise his clients with complete financial solutions. Joe is selected by Avantax Investment ServicesSM to be a mentor to the next-generation of financial advisors as well as share best practice ideas and industry trends with fellow advisors.
Joe has received the Premier Advisor Forum Award for over 15 years. This award is given to the top 75 advisors nationally who exhibit professionalism, leadership, and commitment to their clients. MetLife Premier Partners Club honors Joe for his outstanding service and dedication to his clients. The Prudential Masters Council recognized Joe for commitment to retirement income solutions and distinction that is evident in everything he does. Allianz Life Insurance Company identified Joe as an exclusive member of their Chairman's Club for his exceptional achievements throughout the years. In addition to those companies, Joe is regularly celebrated as a top producer with the Greek Catholic Union (GCU), Italian Sons and Daughters of America (ISDA), Scudder Destinations Executive Council, Invesco Chairman's Council, and Greater Beneficial Union (GBU) where he serves on the advisor board. Carpenter Financial Services has repeatedly been voted Simply the Best Financial Firm for Greater Johnstown by the local community.
In addition, The Road to Success, co-authored by Joe, Jack Canfield, and 30 other professionals, was recognized in 2016 as an International Best-Seller by The National Academy of Best-Selling Authors. He has shared his understanding of the financial world with a number of publications including Accounting Technology, National Underwriter, Life & Health, Practical Accountant and in the local Johnstown Tribune Democrat and is featured as a keynote speaker.
Joe and his wife, Christine reside in Johnstown, Pennsylvania and have four children; Joe Jr., Lauren, Alyse, Christiana, and five grandchildren; Mira, Aria, Thea, Joseph III, and Brielle. Joe enjoys spending time with family, ice skating, playing pickleball, traveling, and reading.