Although we are a small firm, we believe that this is an advantage to our clients. The personal nature of Perennial Advisors Group allows us to give our clients the individual attention that is often overlooked by larger firms. The outcome is peace of mind when it comes to your investments and future plans.

David Carpenter

Founder, CEO

Dave started this business in 1998 with the concept to help people with their financial success. As the firm, and the world have evolved over the years, Dave has been able to combine his high level of financial expertise, tax knowledge, and investment advice to provide clients with a positive investment experience, and peace of mind about their finances, and taxes.

In his previous work, Dave worked in various accounting and treasury roles with various companies both locally and overseas before starting the business. In the 80’s he traveled around the world during a two-year assignment living and working overseas. It was indeed a life changing experience.

In terms of education, he is a Cum Laude graduate of Ohio University with a dual major in accounting and finance, and holds a Master of Science in Taxation from Bentley University as well as an advanced degree certification as a Master Personal Financial Planner from Bentley.

Outside the office, he enjoys life on Cape Cod, as well as hanging out with family and friends. Good wine is often a companion, as well as his wonderful girlfriend Rose. A graduated retirement has been the plan that he is executing, and the plan for the immediate future. Decreasing his carbon footprint has been a priority recently with a home solar array and electric vehicle.

His passion for helping people makes it a rare day that Dave feels like he is working…which is truly a gift.

Kelsey Brennan CFP®, EA

Financial Advisor, Partner

Kelsey Brennan is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping her clients achieve their financial goals. She has 8+ years of experience working with individuals as they plan for retirement and navigate through other complex financial decisions. Combining her financial expertise and tax knowledge, she helps her clients feel confident about their investment decisions and financial plan.

Kelsey graduated from Bentley University with a Bachelor of Science in Managerial Economics and a concentration in Finance. She also completed an integrated double major in Global Perspectives. She is a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent. She is an advocate of the fee-only planning profession and is a member of the Northeast/Mid-Atlantic regional board of the National Association of Personal Financial Advisors (NAPFA).

Outside of the office, Kelsey is an avid traveler. Two of her favorite travel destinations are Scotland and Japan! She also enjoys spending her downtime reading, drawing, or relaxing with friends & loved ones.  

Kelly Powers

Office Manager

After years in corporate America and formerly owning a small retail business, Kelly thought it was time to shift gears and seek new opportunities, leading her to join the Perennial team.

With a strong administrative background and a genuine love for connecting with people, Kelly excels in her role by combining these qualities to provide exceptional support. Whether it's assisting new or existing clients, she understands the significance of attention to detail and effective communication to ensure that their experiences with Perennial surpass their expectations.

Kelly deeply values client relationships and takes pleasure in getting to know each client personally to better serve their needs. She finds joy in the small, friendly, and relaxed environment at Perennial, where every day brings something new to learn and grow from. The diversity and opportunity within the company are both welcoming and refreshing for her.

Outside of work, Kelly's priorities revolve around her family and loved ones. As a devoted wife and mother to two fur babies, spending quality time with them holds paramount importance in her life. She dedicates her time to activities like working out, hiking with their dogs, or simply cherishing quiet moments together on the couch.

For Kelly, the key to contentment lies in doing what you love, and she is grateful to have found happiness by genuinely enjoying the work she does at Perennial.

Tyler Dostie

Paraplanner

Tyler B. Dostie is a dedicated paraplanner who is passionate about helping people achieve their financial goals. With a deep-rooted interest in finance that stems from his upbringing in a small- town in Maine, Tyler pursued his passion by obtaining a degree in Finance from Nichols College in May 2022.

Driven by a commitment to excellence, Tyler is currently working towards his Certified Financial Planner (CFP®) designation, the gold standard for financial planning professionals. His goal is to provide his clients with the highest level of service by, continuously expanding his knowledge and skills to deliver top-notch financial advice.

Tyler understands that financial planning is not a one-size-fits-all approach. He takes the time to build long-term relationships with his clients, gaining a deep understanding of their unique goals and needs. Armed with this knowledge, he develops tailored financial plans that empower his clients to achieve their monetary goals. Beyond the initial plan, Tyler remains readily available to provide ongoing guidance, insights, and advice to help clients make informed and wise financial decisions.