About Us

Keith Carpenter, MBA, CFP®, AIF®
Founder

Keith Carpenter is the founder of Carpenter Morse Group, originally started in 1975 as Carpenter Advisory Companies. Keith received an undergraduate degree from Rollins College in Economics. After working for an economic research company, he obtained a Masters in Finance and Business Administration from the Rollins College Roy E. Crummer School of Finance and Business Administration. He successfully cultivated hundreds of relationships with small businesses throughout Florida providing retirement plan administration for over 30 years. Keith is now happily retired from the world of 401(k) Administration and enjoying family life here in Winter Park, Florida.

Serena Morse, CPC, QPA, QKA
Owner, President / CEO

Serena received her Bachelor of Arts Degree in Business Administration and Management from the University of Florida Warrington College of Business. She has since earned several respected credentials from the American Society of Pension Professionals and Actuaries (ASPPA), including the Qualified Pension Administrator Designation (QPA), Qualified 401(k) Administrator Designation (QKA), and the highest awarded designation from ASPPA, the Certified Pension Consultant or CPC designation. Serena has been a leading consultant and educator in retirement plan administration for over 13 years. She is also a member of the ASPPA Political Action Committee which provides a voice for the lawmakers who support the employer-based retirement savings system.

Our Employees

Our staff is comprised of Senior Plan Compliance Consultants with over 25 years of combined experience, Junior Plan Compliance Consultants, Enrolled Retirement Plan Agents, Enrolled Actuaries, Administrative Support Staff and a dedicated Distribution/Loan Department. Each Senior Consultant has 3 industry designations including the CPC, ERPA, QKA, and QPA. All staff members are required to maintain annual continuing education through ASPPA webinars, conferences and seminars making us one of the most educated and credentialed TPA firms in Florida.

For more information on Carpenter Morse Group, contact us today!