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

Ryan Bennett, CFP®

Ryan Bennett, CFP®

RJFS Financial Advisor

Josh Croyle, CFP®

Josh Croyle, CFP®

RJFS Financial Advisor

Our Associates

RoseAnn DiVincenzo, FPQP™, CRPC®

RoseAnn DiVincenzo, FPQP™, CRPC®

RJFS Registered Principal
Registered Compliance Operations Manager, Branch 71U

Polly Small, ChFC™

Polly Small, ChFC™

Paraplanner

Tamika Thomas, CFP®

Tamika Thomas, CFP®

Paraplanner

Rebecca Mullenax, FPQP™

Rebecca Mullenax, FPQP™

Client Service Team Leader
Senior Registered Associate

Deanna Kochensparger, FPQP™

Deanna Kochensparger, FPQP™

Sr. Registered Associate

deJane Toki, FPQP™

deJane Toki, FPQP™

Sr. Registered Associate

Sara O'Neil, FPQP™

Sara O’Neil, FPQP™

Sr. Registered Associate

Paige Rost

Paige Rost

Marketing Coordinator and Director of Community Relations

James LaMar

James LaMar

Registered Associate

Nicole Remesik, ChFC®

Nicole Remesik, ChFC®

Sr. Registered Associate

Cristina Kosta

Cristina Kosta

Client Service Associate

Gianna Fiore

Gianna Fiore

Client Service Associate

Laura Greene

Laura Greene

Client Concierge I

Olivia Mooney

Olivia Mooney

Client Concierge I

Danielle Ramirez

Danielle Ramirez

Client Concierge I

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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