Position:
Registered Representative at H.D. Vest Financial Services, Owner at Carpenter Financial
Location:
Johnstown, Pennsylvania Area
Work:
H.D. Vest Financial Services
since 1989
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Registered Representative
Carpenter Financial
since 1978
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Owner
Carpenter & Carpenter CPAs
Jun 1977 - Mar 2000
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Shareholder
Sears, Roebuck and Co.
1975 - 1977
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Collection agent
Education:
College for Financial Planning 1989 - 1990
CFP, Certified Financial Planner
Indiana University of Pennsylvania 1974 - 1978
BS, Business Education
Skills:
Expert Witness Services, Estate Tax Planning, Income Tax Planning, Retirement Plan Consulting, Divorce Planning, Life Insurance, Wealth Accumulation Strategies, Whole Life, Term Life Insurance, Long Term Care Insurance, Retirement Planning, Personal Tax Planning, Business Tax Planning, Licensed Life Insurance Agent, Wealth Preservation Planning, Key Person Protection, Permanent Life Insurance, Estate Planning, Income Tax, Financial Planners
Interests:
Music, History, Mentoring, Coaching
Honor & Awards:
Top of the Table - Million Dollar Round Table
Premier Advisor - H.D. Vest