Carver Financial team meeting

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 Barricelli, FPQP™

Rebecca Barricelli, FPQP™

Client Service Team Leader,
Senior Registered Associate

Deanna Kochensparger, FPQP™

Deanna Kochensparger, FPQP™

Sr. Registered Associate

Sara O'Neil, FPQP™

Sara O’Neil, FPQP™

Sr. Registered Associate

Paige Courtot

Paige Courtot

Marketing Coordinator and Director of Community Relations

James LaMar

James LaMar

Registered Associate

Hunter Schmeltzer

Hunter Schmeltzer

Registered Associate

Nicole Remesik, ChFC®

Nicole Remesik, ChFC®

Sr. Registered Associate

Cristina Kosta

Cristina Kosta

Client Service Associate

Alex Waldron

Alex Waldron

Client Service Associate

Gianna Fiore

Gianna Fiore

Client Service Associate

Danielle Ramirez

Danielle Ramirez

Client Service Associate

Olivia Mooney

Olivia Mooney

Client Concierge I

Dani Franco

Dani Franco

Client Concierge I

Julie Joy

Julie Joy

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.

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