Bobbi J Bruner, RP®

Sr. Registered Associate

Bobbi is a senior registered associate and part of the leadership group within Carver Financial Services, Inc. Bobbi helps coordinate each client’s overall experience with our team by working closely with Randy, Nik and Mike. Bobbi joined the team in 1999, but has known the Carver family since shortly after the birth of Cidney, in 1988. She holds a Registered ParaplannerSM designation, which she uses to assist advisors when addressing a client’s overall financial goals. Additionally, she maintains a Series 7 license, as well as a life, health and annuity insurance license. Locally born and raised, Bobbi and her husband Brent, stepson Bobby, and their dog Bugsy, still reside in Mentor.