ABOUT US

Kelly Carpenter, CPA, CFP® is a Certified Professional Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Kelly studied and played college basketball at Kalamazoo College, eventually receiving a BA in Business Administration from Western Michigan University. Prior to founding Carpenter Financial, Kelly worked for a number of prestigious firms including Medical Business Consultants and J.R. Waters and Company. After years of seeing clients being underserved by the “broker” model of investment service, Kelly founded Carpenter Financial in late 2014. Originally from southwest Michigan, Kelly has lived on the north side of Chicago for over 15 years and now enjoys the Loyola neighborhood with his partner Julia and their daughter. Among other charitable endeavors, Kelly is proud to serve on the Board of Directors at Steep Theatre in Edgewater.