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®

CO-FOUNDER

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®

CO-FOUNDER

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...

 

KATE CULBERTSON

OPERATIONS MANAGER

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 SERVICE ASSOCIATE

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...

 

SHIV PATEL

TRADING & TECHNOLOGY SPECIALIST

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...

 

ERIN ELIASON

DIRECTOR OF RETIREMENT SERVICES

Our newest team member, Erin, joins us as Director of Retirement Services. In her role, she ensures that our team is meeting our servicing commitments to both our individual clients as well as plan participants....