Anna J. Carpenter

Paraplanner

  • Focus: Servicing client relationships
  • Education: Bachelor’s Degree, The Ohio State University
  • Certifications: Notary Public, State of Ohio
  • Fun Fact: I love tacos so much that I even added the anniversary of my first time eating at Condado Tacos in the Short North to my Facebook Life Events. I guess you can say tacos are a significant part of my life.

Anna joined Hamilton Capital in 2017 as a Client Relations Representative before transitioning to the financial advisory team in 2022.  In her role as Paraplanner, Anna is responsible for client service and account administration, as well as working with Hamilton Capital’s Wealth Advisory Team to help our clients achieve their financial goals.

As a graduate from The Ohio State University, Anna received her bachelor’s degree in economics with a minor in business administration.

Anna is a new homeowner in Powell and enjoys spending time training her rescue dog and playing fetch with her cat.  Outside of work, you can likely find her working on a home renovation project.

A penny saved, is a penny earned

As a small child, if wanted a toy from the store, my dad would ask me to chip in a few of my own dollars. However, I was so frugal that I would sooner go without the toy than part with my precious dollar bills.

I might not have known it at the time, but this lesson definitely taught me to be more careful with the ways I spend my money.