The Carver Team Advantage

Our staff has cumulative experience in the financial services profession in excess of 100 years. While it is important to bring new ideas to clients, it is equally – if not even more – important, to have experience with all types of markets and economic conditions. Over the last 20 years, I have formed a team of experienced professionals to help serve our clients. We look forward to working with you to help meet your individual needs and objectives with the investment vehicles that you need and the personal service that you deserve.

Bobbi J Bruner, RP®
Sr. Registered Associate
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Randy Carver
President, Carver Financial Services Inc.
RJFS Registered Principal
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Raj Chatterjee
Financial Advisor
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RoseAnn Divincenzo, RP®
Registered Compliance Administrator
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Tracy Goldhardt
Client Concierge I
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Darlene Hanus
Office Manager
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Mike Kelley, CFP®
Financial Advisor
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Deanna Kochensparger
Registered Associate
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Becky Mullenax, RP®
Sr. Registered Associate
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Lindsay Necci
Client Service Associate
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Sara O'Neil
Sr. Registered Associate
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Marj Phelps
Client Concierge II
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Kale Schulz, CFP®
Financial Advisor
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Polly Small
Client Service Associate
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Mark Spoerke, CFP®
Financial Advisor
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deJane Toki, RP®
Sr. Registered Associate
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Nik Wearsch, CFP®
Financial Advisor
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Nancy Williams, RP®
Sr. Registered Associate
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