Our People. Your Team.

Together, we work with you, for you, and in your best interests.

Over the last 30 years, we’ve built a team of highly credentialed, experienced advisors and associates to serve you. We blend individual expertise with a collaborative approach to create your Personalized Vision Plan.

Our Advisors

Bobbi Bruner, CFP®

Bobbi Bruner, CFP®

CFS Chief Operating Officer RJFS Financial Advisor

Randy Carver, CRPC®, CDFA®

Randy Carver, CRPC®, CDFA®

President & CEO, Carver Financial Services, Inc.
RJFS Registered Principal

Raj Chatterjee, CFP®

Raj Chatterjee, CFP®

RJFS Financial Advisor

Joe Lowe, CFP®

Joe Lowe, CFP®

RJFS Financial Advisor

Dan McGinnis, CFP®

Dan McGinnis, CFP®

RJFS Financial Advisor

Kale Schulz, CFP®

Kale Schulz, CFP®

RJFS Financial Advisor

Mark Spoerke, CFP®

Mark Spoerke, CFP®

RJFS Financial Advisor

Nik Wearsch, CFP®

Nik Wearsch, CFP®

RJFS Financial Advisor

Nancy Williams, CFP®

Nancy Williams, CFP®

RJFS Financial Advisor

Our Associates

Ryan Bennett, CFP®

Ryan Bennett, CFP®

Paraplanner

Josh Croyle, CFP®

Josh Croyle, CFP®

Paraplanner

RoseAnn DiVincenzo, FPQP™, CRPC®

RoseAnn DiVincenzo, FPQP™, CRPC®

RJFS Registered Principal
Registered Compliance Operations Manager, Branch 71U

Gianna Fiore

Gianna Fiore

Client Service Associate

Cristina Kosta

Cristina Kosta

Client Service Associate

Deanna Kochensparger, FPQP™

Deanna Kochensparger, FPQP™

Sr. Registered Associate

Paige Rost

Paige Rost

Marketing Coordinator and Director of Community Relations

Rebecca Mullenax, FPQP™

Rebecca Mullenax, FPQP™

Client Service Team Leader
Senior Registered Associate

Sara O'Neil, FPQP™

Sara O’Neil, FPQP™

Sr. Registered Associate

Olivia Mooney

Olivia Mooney

Client Concierge I

Marj Phelps

Marj Phelps

Client Concierge II

Danielle Ramirez

Danielle Ramirez

Client Concierge I

James LaMar

James LaMar

Registered Associate

Nicole Remesik

Nicole Remesik

Registered Associate

Polly Small, ChFC™

Polly Small, ChFC™

Paraplanner

Tamika Thomas, CFP®

Tamika Thomas, CFP®

Paraplanner

deJane Toki, FPQP™

deJane Toki, FPQP™

Sr. Registered Associate

Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James ofﬁce for information and availability.

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