Broker Check
Steven J. Carpenter, COO

Steven J. Carpenter, COO

Investment Advisor Representative

Steven is a Michigan native and earned his bachelor's degree in Finance from Walsh college (2006); a master's degree in Economics from University of Detroit Mercy (2010); and a MBA from Michigan State University (2015). He has taught micro and macroeconomics at Oakland Community College since 2012, and  Economics in Sports Management and microeconomics at Northwood University since 2016.

In 2016, prior to becoming a partner with CFG, he established DesignWise Financial Group to follow his passion of teaching, coaching, and mentoring individuals in the complex world of finance.

Steven, his wife Suzanne, their two sons and their dog Lincoln live in the Southeast Michigan area. They are expecting their third child soon. In his time away from clients, he enjoys church, golf, swimming, biking, basketball, softball, traveling and spending time with his family.