Co-Founders Brian Carney and Jarrett Morris have spent their entire careers in the financial services industry and became partners in 2014. In 2017, they started RiversEdge Advisors with a commitment to independence that allows the firm to provide clients with straightforward, conflict-free advice. Their unique relationship allows the firm to provide the best possible advice by analyzing technical data and the behavioral side of every financial decision a client makes.
Brian serves RiversEdge Advisors as Chief Executive Officer and Co-founder. Brian leads the overarching strategy and direction of the organization. He is the definition of a servant leader, ensuring the team, and the company, are optimized to deliver exemplary client experience and growth.
Brian has over two decades of Financial Services experience. Brian is fascinated by the emotional aspects of financial planning and architected RiversEdge’s processes to directly address the role emotions play in financial decisioning. He holds his Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®) designations. Brian earned a B.S. from Ursinus College.
Andrew serves RiversEdge Advisors as a Client Service Associate. Andrew works closely with clients to ensure their needs are being met. He supports advisors with in the daily operations of the firm.
Andrew brings four years of industry experience, including posts at Valley Forge Investment Group and SEI. Andrew earned a B.S. degree in Finance at Penn State University.
Kelly joins RiversEdge Advisors as a Client Service Associate. Kelly’s day-to-day role includes working directly with clients to ensure their needs are being met and supporting advisors with the daily operations of the firm. Kelly is passionate about working closely with clients to help them make impactful financial decisions in order to meet their personal and professional goals.
Kelly brings ten years of industry experience to the RiversEdge team, having worked closely with clients delivering guidance and support to facilitate the implementation of their financial plans. Kelly is detail-oriented and client-focused and will serve as a primary point of contact for RiversEdge clients throughout the financial planning process.
Outside of the office, Kelly enjoys cooking, gardening, and spending time with her husband and three children. She also loves traveling, more specifically, to the beach.
Michael Derins serves RiversEdge Advisors as a Corporate Director, particularly focused on shaping the client experience and evolving strategic service areas, including the High Net Worth practice.
Before joining RiversEdge, Michael spent more than two decades in digital customer experience/digital marketing. Most recently, he served as Partner and Chief Executive Officer of Archer Group. Archer was acquired by Bounteous in 2020 where Michael served on its Board of Directors and as Executive Vice President of Business Development, until its acquisition by New Mountain Capital. Prior to this, Michael was Executive Vice President, Managing Director at Refinery, Inc. Refinery was acquired by WPP’s Grey in 2007. Mike earned a B.A in marketing from Rutgers University School of Business.
Alex serves RiversEdge Advisors as Receptionist. Alex is integral to our client experience, as the first voice when you call and the face of the operation when you arrive. She plays and indispensable role in daily office operations.
Alex earned a B.A. degree in English language and Literature at The University of Delaware.
Erin serves RiversEdge Advisors as Director of Retirement Plan Services. She oversees corporate retirement client planning, including plan participant education.
Erin has a decade of experience in the financial services industry. Before joining RiversEdge, she worked as a Retirement Plan Account Manager, managing over $200 million in assets. Erin has her Accredited Investment Fiduciary® (AIF®) designation and is Series 7 licensed. Erin earned a B.A. in Political Science from The University of Delaware.
Steve serves RiversEdge Advisors as Director of Business Planning. He specializes in advising business owners in matters ranging from tax optimization to valuation and exit planning.
Steve brings nineteen years of industry experience. Before joining RiversEdge Advisors, Steve served as Chief Financial Officer at Siegfried Advisory, where he specialized in advising and business valuation. Steve holds his Certified Public Accountant (CPA) and Certified Valuation Analyst® (CVA®) designations. Steve was President and is now Treasurer of Prevent Child Abuse Delaware. Steve earned a B.S. degree in Accounting from Widener University.
Greg serves RiversEdge Advisors as Associate Financial Planner. He serves as a bridge between Advisors and clients in the creation, execution, and ongoing analysis of sophisticated planning and investment strategies.
Before joining RiversEdge Advisors Greg worked as a Client Service Associate for Tiedemann Advisors and JPMorgan Chase & Co. Greg holds his Certified Financial Planner™ (CFP®) and Chartered Financial Analyst (CFA®) designations. Greg earned his B.S. degree in Enterprise Risk Management at Penn State University.
Brooke serves RiversEdge Advisors as Marketing Director. Brooke is responsible for brand positioning, curation, and evolution across the spectrum of communications.
Before joining RiversEdge, Brooke worked for the University of Alabama Athletics program as their Digital Media and Marketing Assistant. Prior to this Brooke worked as a Brand Activation Assistant for Adams Beverages, a distributor of Anheuser-Busch. Brooke earned a B.S. degree in Finance and Marketing from Florida State University and an MBA in Business Analytics from the University of Alabama.
Michael serves RiversEdge Advisors as Director of Financial Planning Services. Michael gathers, analyzes, and manages client data to prepare and monitor their financial plans.
Michael has five years of industry experience. Before joining RiversEdge, Michael worked at Ameriprise as a paraplanner, where he rose to Financial Advisor. Michael holds his Certified Financial Planner™ (CFP®), Accredited Portfolio Management Advisor℠ (APMA), and Chartered Retirement Planning Counselor (CRPC) designations. Michael earned a B.S. degree in Finance and Economic from Spring Hill College.
Tim Mihok serves RiversEdge Advisors as Chief Financial Officer. His focus is centered on financial and operational excellence, the foundation for RiversEdge’s continued growth and expansion.
Before joining RiversEdge, Tim served as Partner and Chief Financial Officer at The Archer Group, a digital customer experience agency, spearheading its acquisition by Bounteous in 2020. After acquisition, Tim served Bounteous as SVP, Finance and Operations and Chief Accounting Officer until its acquisition by New Mountain Capital. Tim has served as Treasurer, and now President-elect, of Ceasar Rodney Rotary Club. Tim earned a B.S. in Accounting from the Alfred Lerner College of Business & Economics at University of Delaware.
Jarrett serves RiversEdge as Chief Operating Officer, Chief Compliance Officer, and Co-Founder. He leads operational strategy, and financial planning for RiversEdge’s most complex client relationships.
Jarrett has two decades of Financial Services experience. He holds his Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary (AIF) designations. Before co-founding RiversEdge Advisors, Jarrett worked for an insurance-based firm where he quickly learned the lack of industry transparency and proprietary relationships create conflicts of interest. He co-founded RiversEdge to directly address such issues. Jarrett earned a B.S. in Finance and Economics from the Alfred Lerner College of Business & Economics at University of Delaware.
Amy serves RiversEdge Advisors as Associate Financial Planner. Amy is an integral part of the planning team, providing analysis and customized strategies for clients.
Before joining RiversEdge, Amy spent over a decade serving both regional and national banks, including WSFS and Morgan Stanley. She holds her Certified Financial Planner™ (CFP®) designation. Amy earned a B.S. degree in Marketing from the University of Delaware.
