Lindsay is a financial advisor working alongside her father, Sam Carpenter. She joined the firm in early 2014. Prior to coming into the family business, she was working as a tax associate for a Big 4 accounting firm in Pittsburgh. She prepared and reviewed corporate, partnership, personal and state tax returns for a variety of clients. She brings her tax planning strategies and knowledge to our financial planning team.
Lindsay graduated from Penn State University with a Bachelor’s Degree in Accounting in 2011. She was a recognized member of the Dean's List for all four years and also earned a minor in Spanish.
Lindsay is a Certified Public Accountant and a Registered Representative of Avantax Investment Services SM, our broker dealer. She earned her Series 6 (Investment Company Products/Variable Contracts Representative) and Series 63 (Uniform Securities Agent State Law Exam) licenses, which enable her to provide support on mutual funds, fixed and variable annuities. Lindsay is insurance licensed in PA in the lines of life, accident, health, and annuities.
Lindsay is a member of the American Institute of Certified Public Accountants and is a lifelong member of the Penn State Alumni Association. She enjoys running, skiing, traveling and spending time with her husband, family, and friends.