Timothy A. Carpenter

CFP®

I enjoy helping my clients make sense of the complicated and always changing financial structure that we live in. My goal is to allow them to focus on the important aspects of life.

1730 Park Street Suite 100 Naperville, IL 60563
630.357.2224

Tim has been involved in the financial services industry since 2015. Prior to joining Savant, he was an associate advisor at a financial planning firm based in Phoenix, AZ. Before that, he was a sales team lead for BridgeFT, a firm that provides infrastructure for financial institutions.

Tim earned a bachelor of arts degree in finance from Illinois State University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the Young Emerging Professionals group through the Geneva Chamber of Commerce.

Tim and his wife Tessa have two children, Cal and Cora. They live in LaFox, IL with their dog Bo. Outside of work, Tim enjoys spending time with his family, getting together with friends, playing competitive men’s basketball, and golfing. His newest hobby since moving to their new home is landscaping and giving the yard some much needed love.


Education &
Designations

  • Illinois State University
    Bachelor of Arts in Finance
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Geneva Chamber of Commerce Young Emerging Professionals – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.