Paul Carpenter
Paul’s father started what became the family business in 1953 with a dream to provide proactive and effective tax and financial advice to friends and neighbors. Paul joined him after college and together they subsequently grew the business. Over time, and in response to clients' needs, they became a modern financial services firm growing by reputation, and providing effective solutions to real-life money challenges.
Paul spent his entire career carefully guiding friends and neighbors along the path of making wise and effective financial choices. Paul invites you to let him be your guide as you navigate your financial future with newfound vision.