Michael T. Carpenter J.D., CPA, CFP®
Direct (314) 244-3260 | email@example.com
Michael Carpenter works on the Finerty Pietroburgo Team as a Family CFO. As a Senior Advisor, he especially enjoys the opportunity to be involved in all the financial issues facing clients as they address the larger questions of their estate plans. He strives to constantly learn and update his knowledge-base and skills to keep aware of the always changing tax landscape.
Michael earned his Masters of Accountancy magna cum laude from the University of Missouri-Columbia in 2005 and his J.D. from Saint Louis University School of Law in 2009. Prior to joining Moneta, Michael was an auditor for Ernst & Young in Kansas City, Missouri.
In 2009, Michael joined Moneta Group. On the Finerty Pietroburgo Team, Michael handles a wide array of financial issues for clients, including cash management, retirement planning, tax planning, and estate planning. Using a variety of sophisticated financial tools, Michael is able to help clients achieve their financial goals in a tax efficient manner.
Michael currently serves as Chair of the Magic House Young Professionals Board. Michael also enjoys playing golf and traveling with his wife, Camille.
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Missouri Bar Association
- Estate Planning Council of St. Louis
- Series 65 (Registered Investment Advisor) licensed
- The Magic House, Chair of the Young Professionals Board