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(973) 936-9388
barry@rocmorfinancial.com
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Meet the Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

At RocMor Financial Services, I believe my approach adds a broader perspective to all I do and provides increased benefits to my clients.

I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

I also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?


I have helped many people just like you with similar issues and concerns.  I can help you create an approach that is designed to address your individual situation.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Barry Morris

Barry D. Morris, CFP®, CPA

Financial Advisor

973-936-9388

973-267-5021

barry@rocmorfinancial.com

As a CERTIFIED FINANCIAL PLANNER™ professional and a CPA, I have been working with individuals and businesses in this area for a number of years. I am licensed to sell investment and insurance products. I believe in helping you...

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Katherine Schneider

Katherine Schneider, CFP®, CPA

Financial Advisor

973-315-8442

973-267-5021

kathy@kathyschneidercpa.com

Katherine Schneider, Certified Financial Planner®, Certified Public Accountant has been in the Financial Services industry her entire career. She started in Public Accounting out of college, preparing personal and business tax...
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Carole Circelli

Carole Circelli

Client Relationship Manager

973-936-9388

973-267-5021

carole@rocmorfinancial.com

Carole has been working as a Client Services Manager for the past ten years. Her focus is providing clients with the most attentive and respectful service, while performing administrative assistance. She graduated Magna Cum Laude from...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.