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 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

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. and Carver Financial Services Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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