Bobbi is our Chief Operating Officer and part of the leadership and investment committees within Carver Financial Services, Inc. After years of helping coordinate each client’s overall experience with our team by working closely with all of the advisors, Bobbi’s role has expanded to include operations of the organization.
In December 2018, she obtained her Bachelor of Science in financial planning with honors from Franklin University in Columbus, Ohio. She holds the CERTIFIED FINANCIAL PLANNER™ designation, which she uses when addressing a client’s overall financial goals. Bobbi also maintains her Series 7 and 63 licenses, as well as the Ohio life, health and annuity insurance license. Locally born and raised, Bobbi and her husband Brent, stepson Bobby, and their dogs Bugsy and Bogart, reside in Mentor.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.