Accredited Investors Wealth Management®
Lisa Carpenter currently serves as a Wealth Management Assistant at Accredited Investors Wealth Management® since June 2020, where a strong emphasis is placed on building deep client relationships through comprehensive financial planning. Prior experience includes roles as a Program Specialist and Administrative Coordinator at Luther Seminary, where Lisa managed communications, improved workflows, and facilitated database transitions. Additional prior positions span various organizations including Avalon & Langcon Language Academy as an English Teacher, and administrative roles at the Minneapolis Institute of Art and the University of Minnesota, showcasing strengths in customer service, communication, project management, and data management. Lisa holds a Bachelor of Arts in Business and Communication Studies from Lake Forest College, obtained in 2011.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures