Carpenter Team

Carpenter Team

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 (CFP®), 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.

While not working, Wade enjoys reading, golfing, and traveling with his wife, Stephanie, and their three daughters, Kristi, Courtney, and Cassidy.

chairmans_seal

Wade Carpenter is proud to have been recognized as a Chairman’s Level advisor for 2015—a distinction based on annual production, attained this year by just over 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s 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.

Brian Watts, AWMA®

Advisor

As an advisor with Infinitas, Brian takes a holistic approach to the financial planning process. His passion, dedication and commitment to being a resource for business owners, professionals and executives are the reasons for his success. What this means to those Brian serves is sharing a process that is designed to protect and preserve your assets. While forming a significant relationship with you as a client, Brian will assist in creating a comprehensive plan that effectively weighs your short and long term objectives. The real benefit is the increased clarity and confidence you deserve.

A native of Kansas City, Brian received his formal education from Pittsburg State University. He holds the Accredited Wealth Management Advisor  designation (AWMA®) and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate. Brian has served his community and alma mater in a number of ways including Human Relations Commission, Sister Cities Commission, and the Gorilla Legislative Network for Johnson County.

Prior to joining the Infinitas team, Brian served his clients as a Financial Advisor with Waddell & Reed and PGN Financial Services, LLC.

While not working, Brian enjoys cycling, cooking, and spending time with his wife, Jesse, and their two children, Aaron and Kate.

Michelle Poston, CFP®

Director of Operations

Michelle joined us as a financial assistant in July 2009 and currently is the director of operations. Michelle tracks transfers to completion and communicates with clients during the process. She works with clients through the wealth management process by helping to establish and maintain their investment accounts. Michelle also leads our client service efforts and helps with ongoing portfolio maintenance, which includes trading, reallocating, and rebalancing accounts. She also spearheads marketing such as client events and social media.

Prior to working with Infinitas, Michelle was a financial advisor with Waddell & Reed and Ameriprise Advisor Services Inc. She holds FINRA Series 7 and 66 securities registrations as well as her Kansas Life and Health Insurance licenses. Michelle earned a bachelor's degree in business finance from the University of Missouri Kansas City.

In her free time, Michelle enjoys spending time with her husband, Jimmy, and their two boys, Aiden and Mason. In addition, she enjoys exercising, reading, and keeping in contact with friends through Facebook. 

Mike Ball

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 request, 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.