The Carpenter Team

The 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.

When not at work, 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 2017—a distinction based on annual production attained by just 3 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 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

I'm an only child who grew up in a neighborhood with no other children my age. Unfortunately, I have no exciting stories of being a ruffian or daredevil. (The stories of the neighbor's garage being set on fire are highly exaggerated.)

Fast forward to when I believe I became more interesting. In high school, I developed an insatiable appetite for education, which lead to a degree from Pittsburg State University (Go Gorillas!) in biology. Fortunately, this is not where that drive ended. Since graduation, I have continued to expand my education so I can help others create amazing lives and experiences in my role as Wealth Manager. I've obtained the Accredited Wealth Manager Designation (AWMA) and am a current CERTIFIED FINANCIAL PLANNER™ candidate. While you may say, “so what?” it is important because not only is a high level of education vital for your advisor; it is equally so that your advisor is focused on providing the highest standards of fiduciary responsibility working in your best interests.

Not all education has to be stuffy and boring. The client experience is something I am passionate about—from our first conversation, walking in our office, and continuing through every interaction we have. In order to ensure the highest level of service is provided, I have completed coursework and graduation from the Disney Institute. This exceptional level of client service is what you can expect in our relationship.

My family and I strive to live an experiential life rather than watch from the sidelines. In my free time, I like to have fun (many people may not share my definition of fun). I used to race bicycles, finishing as high as 13th in the state of Kansas in road racing for 2014. If you ever wondered what it would feel like to cross the finish line after riding 100 miles in 115-degree heat, give me a call. Maturity and the addition of growing children have tamed my cycling habits to more leisurely activities.  

With both my career and my wife Jesse's high-demand career as a dermatologist, two active children—Aaron will soon be in middle school and Kate is in early elementary—experiences are paramount. Together we enjoy the arts, music, and cheering on the other "Boys In Blue," Sporting KC.

As you can see, living a meaningful life is important to me. You should expect a lot from your wealth manager, not just someone who will manage your money. My goal is to collaborate with the other advisors in your life to get the best results for you. Together, we will discover what you define as a meaningful life and help you develop plans designed to create these experiences.

Additional things they say I have to tell you: I hold my FINRA Series 7 and 66 through Commonwealth Financial Network®—Life, Health and Accident licenses. I am licensed in the following states: AR, CO, FL, IN, KS, MO, NC, OK, SD, TX.

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.

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.