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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: How do I pay for college? When can I retire? When do I take Social Security? Which pension option is best for me? Jarrett has a practice designed to answer these questions and help relieve clients of their financial stress. Over the years Jarrett’s dedication to education, the development of a proven process and the utilization of technology have kept his practice at the forefront of the financial planning industry.
Jarrett’s responsibilities include developing and implementing financial strategies, creating and reviewing investment portfolios and advising clients on all aspects of their financial life. Most importantly, he helps them save time, organize their finances and manage life’s change as they arise. Jarrett believes that awareness and the continual review of one’s Financial Plan is the backbone to a successful future. Having the ability to remain flexible as the landscape changes over time is the difference between the services at RiversEdge and other financial services options.
Jarrett graduated from the University of Delaware with a bachelor’s degree in finance and a minor in economics. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), the Chartered Financial Consultant (ChFC®) and the Accredited Investment Fiduciary (AIF®) designations.
Brian Carney is the co-founder and face of RiversEdge Advisors, LLC. From helping clients to business development to volunteering in the community, his passion and zeal for financial planning shines through in all that he does.
Beginning in 2001, Brian has spent his entire career in the financial services industry, working two local firms prior to merging his practice with RiversEdge Advisors in 2014. Not only has this merger allowed Brian to continue providing purely independent and conflict-free financial advice but has given him the opportunity to truly hone his craft and share that with each and every one of his clients. As his experience has evolved, Brian has found his niche serving business owners and entrepreneurs seeking comprehensive planning services.
A lifelong Delawarean, Brian graduated from the Tatnall School and Ursinus College. He has earned various industry designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®). Simplifying the complex, obtaining the seemingly unobtainable, and empowering his clients to feel financially confident are what motivate him on a regular basis. On any given day, you can find Brian going above and beyond to make sure his clients are well taken care of. As a gentleman with a positive attitude and proactive demeanor, Brian is heavily involved with client relations. His personality and dedication enhance the RiversEdge client experience from start to finish.
Brian is married to his college sweetheart, Kristen, and together they have three children. As a family, they spend a lot of time exploring and making long-lasting memories together. Brian is a volunteer coach for his sons' football, basketball and baseball teams, and loves any chance he gets to spend with his family. Passionate about animals, their family regularly fosters dogs through Out of the Woods Rescue in Medford, New Jersey. With Kristen leading the way, Brian’s family fostered and helped 13 dogs find forever homes over the past 2 years. When he isn’t dedicating his time to his family, sports, or animals, Brian is heavily involved with his alma mater, the Tatnall School, in Wilmington, Delaware.
Kate joined RiversEdge as Marketing Coordinator and her role is to lead our marketing effort while helping the firm continue to grow its footprint within the region. In addition to coordinating a number of firm events, she is responsible for creating and maintaining RiversEdge’s brand as a premier financial planning firm within the community. She also manages and leads all human resources duties. Her proactive coordination and can-do attitude are characteristics that our team admires.
Kate graduated from West Chester University with a bachelor’s degree in liberal studies. With a diverse background of experience as a receptionist, caregiver and administrative assistant, her passion for people is unmatched, no matter what her role may be.
In her spare time, Kate enjoys working out, listening to music and spending time with her family and friends. She also loves any opportunity to be adventurous, which includes traveling to new places and experiencing new people and environments.
Michael Levy joins RiversEdge Advisors as an Associate Financial Planner. In his role at the firm, he works with clients to examine and reach their financial and life goals. He does this by gathering, analyzing, and managing client data as well as preparing and monitoring their financial plans. He also helps to prepare investment recommendations and participates in client meetings and annual reviews.
After graduating from Spring Hill College in Mobile, AL with a Bachelor of Science in Finance and Economics, Michael spent five years with Ameriprise Financial. Michael grew passionate about financial planning because it provides clients with holistic, rather than one-dimensional, approach to investing. He takes pride in seeing his clients reach their financial life goals
Outside of the office, Michael enjoys spending time with family, watching Philadelphia sports, exercising, and home improvement projects.
Erin is the Director of Retirement Services. She ensures that our team meets servicing commitments to both our individual clients as well as their plan participants. By supporting daily operations, communicating between clients and providers, and regularly reviewing plans, she offers our clients opportunities both to meet their financial goals and fulfill their fiduciary responsibilities as plan sponsors.
With a bachelor’s degree in liberal arts from the University of Delaware, Erin is passionate about analyzing and helping people realize their dreams in a straightforward and stress-free manner. She garnered most of her experience working as a Retirement Plan Manager for a local Financial Advisory Firm in Newark, DE. There she managed over 200 million in assets for seven years. She has obtained the Accredited Investment Fiduciary® (AIF®) designation and is Series 7 licensed.
Outside of the office, Erin enjoys spending time with her family and friends. She maintains an active lifestyle with her husband, Brad, and their “fur baby” Buckley. She particularly loves learning about different cultures through the art of dance. A competitive Irish dancer for most of her childhood, Erin went on to dance on an Indian dance team in college (UD Kamaal). She fondly recalls fusing multiple cultural dances into their routines and gaining inspirational insight with each move.
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, has strengthened his knowledge about the financial industry. This unique background has provided him with specific expertise in sales, customer service, and operations.
His ability to think outside the box gives RiversEdge an exclusive approach to support and execute our financial strategy. As a Trading & Technology Specialist, Shiv is dedicated to streamlining the best experience for our clients. During his spare time, he enjoys competing in car shows with cars he built with his younger brother.
Frank Fang joins RiversEdge Advisors as a Client Service Associate. Frank strives to provide clients whatever support they need while working with the firm. His goal is to make sure each and every client’s needs are met and that they are satisfied with their RiversEdge relationship. Frank also assists with reporting and research to support the needs of the firm advisors. He enjoys the work that he does because it not only helps clients in the “now,” but also positively affects their lives in the future.
After graduating from the University of Pittsburgh, Frank worked with Wells Fargo as a banker and brokerage associate. Five years later, he made the switch to private investment firms. Frank holds a Series 7, Series 63, and Life and Health Insurance licenses. He hopes to continue his education by pursuing the CFP® designation in the near future.
Outside the office, Frank enjoys hiking with wife and son on trails, playing basketball, and working on cars. Frank was once a professional video game player, but notes that time has passed since settling down with his family.