About Us


We are a financial services firm offering a fee-based platform which provides comprehensive financial advice and services to individuals and businesses. Our Financial Planning Process is centered around our client’s unique goals and objectives. Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. We take time to explain the relevant detail and background regarding all planning recommendations. This understanding gives our clients the confidence and perspective to stay focused on their customized plan.

JARRETT MORRIS, AIF®, CFP®, CHFC®

PARTNER

From the beginning of Jarrett’s career in the Financial Services industry, his belief has always been a client first, service intensive model. Jarrett believes that clients value advice on the “real life” questions...

 

BRIAN J. CARNEY, CFP®, CHFC®, CDFA®, AIF®

PARTNER

Beginning in 2001, Brian has spent his entire career in the financial services industry. As his career evolved, he developed a passion for helping clients create holistic financial planning solutions...

 

SHIV PATEL

DIRECTOR OF OPERATIONS

Shiv graduated from Temple University’s Fox School of Business with a bachelor’s degree in finance and a minor in accounting. Shiv’s widespread experience, from working at his family’s small business to working at SEI...

 

KATE CULBERTSON

MARKETING COORDINATOR

After graduating Cum Laude a year early from West Chester University Kate has joined Blue Rock RiversEdge as Client Relationship Associate. Kate’s role is to lead the marketing effort of Blue Rock and help...

 

KIM SPRINGER

CLIENT RELATIONSHIP MANAGER

Kim is a Client Relations Specialist and registered representative, licensed with both Series 6 and Series 63. Kim has been part of the financial industry for the past seven years working for Vanguard. She is very fluent in...

 

NICOLE L. BRUGGEMANN

CLIENT RELATIONS SPECIALIST

Nicole is the Client Relations Specialist for Blue Rock RiversEdge. Nicole graduated from the University of Delaware with a Bachelor’s Degree in Psychology and French. Throughout college, she gained a solid background in...

 


CARLI BAUGHMAN

CLIENT RELATIONSHIP ASSOCIATE

Carli graduated from Florida Atlantic University with a bachelor’s degree in hospitality management. Before joining the Blue Rock RiversEdge team as the Client Relationship Associate, Carli lived in Colorado...