Carpenter & Associates
Carpenter & Associates is a full-service independent financial planning firm in Athens, Ohio. For over 25 years, we have offered financial planning, investment management, estate planning, and tax management services. Our personal, comprehensive advice is available to individuals, businesses, and organizations in Southeastern Ohio and across the country. Securities offered through Brokers International Financial Services, LLC. Member SIPC. Investment Advisory services offered through LexAurum Advisors, LLC, a registered investment advisor. Carpenter & Associates, Brokers International Financial Services, LLC, and LexAurum Advisors, LLC. are not affiliated companies.
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Verified contacts
10
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LinkedIn employees
28
1 to 10 range
Open roles
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Distinct roles
6
indexed titles
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- MB
Meghan Baker
Executive Assistant Business Manager · General Business & Management
EmailPhone - MN
Mandy Nelson
Administrator · Operations
EmailPhone - MH
Matt Herink
Associate Advisor · Finance & Accounting
EmailPhone - ZR
Zachary Ressler
Associate Attorney · Legal
EmailPhone
Showing 4 of 10 verified contacts
Top roles at Carpenter & Associates
6 distinct titles indexed · top 6 shown.
- 2executive assistant business manager
- 1administrator
- 1associate advisor
- 1associate attorney
- 1investment research intern
- 1president
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