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

Randy Carver, CRPC®, CDFA®

Randy Carver, CRPC®, CDFA®

President & CEO, Carver Financial Services, Inc. RJFS Registered Principal

Bobbi Bruner, CFP®

Bobbi Bruner, CFP®

CFS Chief Operating Officer | Partner
RJFS Financial Advisor

Raj Chatterjee, CFP®

Raj Chatterjee, CFP®

CFS Partner | RJFS Financial Advisor

Dan McGinnis, CFP®

Dan McGinnis, CFP®

CFS Partner | RJFS Financial Advisor

Kale Schulz, CFP®

Kale Schulz, CFP®

CFS Partner | RJFS Financial Advisor

Nik Wearsch, CFP®

Nik Wearsch, CFP®

CFS Partner | RJFS Financial Advisor

Mark Spoerke, CFP®

Mark Spoerke, CFP®

RJFS Financial Advisor

Joe Lowe, CFP®

Joe Lowe, 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

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, CFP®

Nicole Remesik, CFP®

Paraplanner

Cristina Kosta

Cristina Kosta

Client Service Associate

Alex Waldron

Alex Waldron

Registered Associate

Gianna Fiore

Gianna Fiore

Client Service Associate

Danielle Ramirez

Danielle Ramirez

Client Service Associate

Olivia Mooney

Olivia Mooney

Client Concierge, Events & Community Relations Associate

Dani Franco

Dani Franco

Client Concierge, Marketing and Community Relations Associate

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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