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 spearheads 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. 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 Bachelor of Science from Ursinus College.
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.
Erin is the Director of Operations. She uses her 9-year experience in financial services to ensure that our team meets servicing commitments for all of our clients. She also liaisons with senior management to make decisions for operational activities and sets strategic goals while planning and monitoring the day-to-day running of business to ensure smooth progress.
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.
Steve Hutchison joins RiversEdge Advisors to lead business planning team. Steve is a CPA and CVA coming from a practice specializing in leadership, financial and tax advisory services. Steve brings over 19 years of industry experience, specializing in advising and valuing businesses throughout the spectrum of growth. He has worked closely with RiversEdge for many years, collaborating on numerous shared client relationships. He was excited to join the team as he knew the chemistry aligned both functionally and culturally. RiversEdge is eager to enhance its services and delivery through Steve’s expertise.
Steve notes, “There is nothing more fulfilling than having a positive impact in my relationships and community. Business owners juggle far too many things – it’s the rule not the exception. I’m passionate about helping leaders develop an accurate understanding of financial position and establish both near and long-term goals. I then overlap these with the existing strengths, devising innovative solutions, whether human, technological, or both, to bridge any gaps that exist. My aim is to dramatically increase effectiveness and success while freeing up the only non-renewable resource… Time.”
Steve loves spending time with his wife, Tami, and their two girls who keep them busy playing sports and activities. When Steve is not chasing, coaching or ubering the kids all over the Midatlantic, he enjoys watching sports, going to concerts, hanging with friends, vacationing, and cold beer on a Friday night.
Greg Johnson joins RiversEdge Advisors as a Client Service Associate. Greg’s day-to-day role includes working directly with clients to ensure their needs are being met, supporting advisors with the daily operations of the firm, and collaborating with the RiversEdge investment committee. The most rewarding part of Greg’s work is helping to ease the burden and stress that clients feel when managing their daily finances.
Greg graduated from the Pennsylvania State University with a Bachelor of Science in Risk Management and a concentration in Finance. After graduating, Greg spent several years in business development and client services, including 3+ years in the private bank at JP Morgan. Greg is a CFA charter holder, has his CFP® designation and also holds the series 7 and 63 licenses.
Outside of the office, Greg can be found on the golf course or playing ice hockey, watching Penn State Football games, and spending time with his wife and newborn, Carter.
Brooke Kuhlman joins RiversEdge as the Marketing Director. In her role, she is responsible for developing a comprehensive marketing plan and cohesive brand image for the company. Brooke often pulls data, receives feedback from clients, and meets with the team to drive meaningful marketing actions that drive the RiversEdge mission forward.
Brooke graduated from Florida State University with a Bachelor of Science in Business, double majoring in Marketing and Finance. She continued her education at the University of Alabama where she earned her Master of Business Administration (MBA) with a concentration on business analytics.
Before joining RiversEdge, Brooke worked for The University of Alabama’s Athletics program as their digital media and marketing assistant and as a brand activation assistant for Anheuser-Busch.
Brooke was a student athlete at both universities she attended, playing beach volleyball at Florida State University and indoor volleyball at The University of Alabama. When not working as the RiversEdge Marketing guru, Brooke enjoys playing and coaching volleyball, working out, and spending time with her fiancé and their dog. Brooke is a Florida girl at heart and loves to spend time at the beach with her family and friends.
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.
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 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 earned a BS in Accounting from the Alfred Lerner College of Business & Economics at University of Delaware.
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.
Amy joins RiversEdge Advisors as an Associate Financial Planner. In her role at the firm, she works with clients to help them achieve their financial goals. Amy’s day-to-day role includes collaborating with other members of the team to provide an excellent client experience. She also helps prepare investment recommendations and participates in client meetings.
A Delaware native, Amy graduated from the University of Delaware with a Bachelor’s degree in Marketing. She brings over 10 years of industry experience from working with firms including WSFS Bank and Morgan Stanley. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Outside of the office, Amy enjoys cooking, traveling, and spending as much time as she can outdoors. Most weekends she can be found at the Delaware beaches with her family and dogs.
