The Carpenter Team

The Carpenter Team

Carpenter-Team

 

​EXPLORE THE CARPENTER TEAM DIFFERENCE​ 

Best-in-State-W.Carpenter
 

 

The 2019 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500(11.6 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available http://www.forbes.com/sites/rjshook/2019/02/20/forbes-best-in-state-weal....

K. Wade Carpenter, CFP®, AIF® ChFC®, CLU®

Senior Partner

As a senior partner of Infinitas, Wade takes a comprehensive approach to the financial planning process. His role as an advocate for his clients can be best summarized by his personal mission statement: "To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources."

As an Investment Adviser Representative with more than 20 years of experience in the financial services industry, he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients. While having a broad-based understanding of the financial services industry, Wade has chosen to focus his energies on working with business owners, professionals, and executives. His experiences with these clients have helped him to be attuned to their unique needs.

Wade graduated from Central Missouri State University with a bachelor’s degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Family Business Specialist designation (CFBS), the Chartered Financial Consultant® (ChFC®), and the Chartered Life Underwriter® designation (CLU®); he is a member of the Financial Planning Association (FPA) and the National Association of Insurance & Financial Advisors (NAIFA). Wade also has served on the board of a local nonprofit organization, Community LINC, and the Epsilon Iota chapter of Phi Sigma Kappa. He has served on the finance committee and is currently serving on the personnel committee at his church.

Wade values education as a way to promote professional excellence and sets himself apart by staying current with regard to ever-changing tax, legal, and financial issues.

When not at work, Wade enjoys reading, golfing, and traveling with his wife, Stephanie, and their three daughters, Kristi, Courtney, and Cassidy.

 

Leaders_seal
 

K. Wade Carpenter is proud to have been recognized as a Leaders Level advisor for 2018—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Michelle Poston, CFP®

Financial Advisor

Michelle has been with Infinitas since 2009. She considers herself to be a Financial Life Planner, as almost all decisions we make have a financial impact on our lives. Her passion is to help people through financial planning by understanding what motivates them, what makes them tick, the people in their lives who are most important, what concerns keep them up at night, and their top goals. Her ambition to always strive to improve oneself through life experiences and education transfers into her relationship with her clients. 

Being an avid saver, frugal spender, and financially minded individual, she was able to pay cash for her first car purchase (she loved that little maroon Honda Civic) and purchased her own home at the age of 20. She worked full-time while attending college and graduated from UMKC with a bachelor's in finance and a minor in economics. Shortly after that, she received FINRA Series 7 and 66 securities registrations. In November 2016, she passed the CFP® board exam to become one of only 23 percent of women CFP® professionals. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. Michelle completed the training and studying for the board exam over two years while continuing to work full- time and focus on her family.

After graduating, Michelle married her boyfriend of seven years and enjoyed a honeymoon at Niagara Falls, then went right back to work. She had her first beautiful baby boy, Aiden, in 2008, was blessed with her second boy, Mason, in 2011, and in 2017 she had her third sweet baby boy, Sylas. Like most parents in the thick of it, she spends her evenings and weekends helping her 5th and 2nd grader with homework, taking them to flag football, basketball, or tumbling activities. All the while her one-year-old (who is sleeping through the night—yay!) is content to come along for the ride. Family is of the utmost importance to Michelle, as she makes it a point to see extended family members regularly. As a teenager, she enjoyed photography and is trying to find time to take on that hobby again. They have two adopted dogs, 140-pound Turner (aka the horse) and 80-pound Hooch. Her husband insisted on the names. She exercises regularly for health and to keep up with her three boys. As a busy mom focused on a fulfilling life, she enjoys being able to positively impact the lives of her clients, family, and friends.

Christine Leyva, AAMS®

Director of Operations

Christine joined as the Operations Manager in May 2017, supporting Wade Carpenter and his team. She began her financial career in 2009 at USAA in San Antonio, Texas, where she held roles in consumer lending and investment management and then at Fidelity Investments in Overland Park, KS where she held a role in relationship management. Her past experience enables her to work effectively and efficiently while providing a high level of customer service and support.

Christine earned a bachelor’s degree in organizational leadership from MidAmerica Nazarene University. She holds both the FINRA Series 7 and 63 securities registrations, as well as her Kansas Life and Health licenses. She has also achieved the Accredited Asset Management Specialist® designation from the College for Financial Planning.  

She and her husband, Robert, spend much of their time staying active in their two boys’ athletic, Scouting, musical, and church activities. In her spare time, she enjoys playing volleyball, working out, music, and traveling.

Mike Ball

Senior Paraplanner

Mike joined as a paraplanner in December 2014. He assists with client service and ongoing portfolio maintenance, which includes trading, reallocating, and rebalancing accounts. Additionally, he helps clients with outgoing money requests, preparing retirement plans, new account forms, and insurance applications.

Mike has been working in the financial services industry since May 2010. He holds FINRA Series 7 and 66 securities registrations and also holds Life and Health licenses for the states of Kansas, Missouri, and Oklahoma. He received his BS degree in psychology from Kansas State University.

On the weekends, you might find Mike building and racing one of his R/C vehicles or in front of the grill. He enjoys spending time outdoors often cycling, fishing, and hiking. 

Susan Hill

Paraplanner

Susan joined as a Paraplanner in February 2018. She assists with client service and ongoing portfolio maintenance, which includes trading, reallocating, and rebalancing accounts. Additionally, she assists clients with money movement requests, preparing retirement plans, and account service forms. She began her career in 2014 at Lockton in Kansas City, Missouri, where she held various roles in commercial insurance and then at a financial planning firm in Springfield, Missouri, where she held a role in client services.

Susan graduated magna cum laude from the University of Missouri with a bachelor’s degree in finance. She holds the FINRA Series 7 securities registration. In her free time, Susan enjoys spending time with family and friends, staying active through recreational sports, watching her favorite sports teams, and traveling.

Nicholas Kirk

Client Relationship Associate

Nick joined the Carpenter Team at Infinitas as a Client Relationship Associate in August 2019. He is responsible for the support and coordination of all activities related to client service, processing of paperwork, follow up items, and coordination of business development activities. He strives to build and maintain relationships with clients while understanding their unique financial needs.

Nick graduated in 2019 with a BS degree in finance from The University of Central Missouri. In his free time, Nick enjoys spending time with his family and friends, cheering on all of his favorite sports teams, and traveling the country.

Alicia Hurley

Administrative Assistant

Alicia earned her bachelor of civil engineering degree from Georgia Institute of Technology. She has 13 years of experience in the construction management industry. Her family relocated to the Kansas City area in 2012 shortly after the birth of her second child. At that time, she opted to become a full-time stay-at-home parent to better balance family and home life. Now that both kids are in school, her schedule has opened up, so she joined as a part-time administrative assistant in January 2018. Her responsibilities range from filing documents for compliance adherence, managing quarterly reporting and statements, processing changes to existing accounts, and maintaining client files. 

 

Alicia is an active volunteer with her kids’ school, a Girl Scout troop leader, and has held several positions on the board of a local mom’s club. In her free time, she enjoys walking, reading, and traveling.

Aubree Priest

Director of Wellness

Aubree joined Infinitas two years ago and quickly took on the role of “Director of Wellness” in making sure that “everyone is taken care of.”  Two days a week, Aubree keeps all drink and snacks stocked, maintains the conference rooms so they are well kept and professional looking, distributes the mail and helps prep for client meetings.  She also helped kick off the well famous “Smoothie Day” for her coworkers.  

Aubree’s family members are the most important people in her life, and she enjoys watching two of her favorite sports teams with them, Kansas City Chiefs and Royals.  She is currently in a weekly bowling league.  Aubree also participates in Special Olympics each year in bowling and bocce.