The Carver Team Advantage

Our staff has cumulative experience in the financial services profession in excess of 150 years. While it is important to bring new ideas to clients, it is equally – if not even more – important, to have experience with all types of markets and economic conditions. Over the last 25 years, I have formed a team of experienced professionals to help serve our clients. We look forward to working with you to help meet your individual needs and objectives with the investment vehicles that you need and the personal service that you deserve.

Bobbi J Bruner, FPQPTM
Associate Advisor
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Randy Carver
President, Carver Financial Services Inc.
RJFS Registered Principal
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Raj Chatterjee, CFP®
Financial Advisor
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RoseAnn Divincenzo, FPQPTM
Registered Compliance Administrator
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Tracy Goldhardt
Client/Community Relations Manager
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Darlene Hanus
Office Manager
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Deanna Kochensparger, FPQPTM
Registered Associate
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Joseph Lowe
Financial Advisor
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Dan McGreevy, CFP®
Financial Advisor
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Becky Mullenax, FPQP TM
Sr. Registered Associate
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Lindsay Necci
Registered Associate
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Sara O'Neil, FPQPTM
Sr. Registered Associate
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Marj Phelps
Client Concierge II
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Kale Schulz, CFP®
Financial Advisor
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Polly Small, FPQPTM
Registered Associate
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Mark Spoerke, CFP®
Financial Advisor
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deJane Toki, FPQPTM
Sr. Registered Associate
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Nik Wearsch, CFP®
Financial Advisor
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Nancy Williams, CFP®
Financial Advisor
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