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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.


Barry D Morris




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 assess...
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Carole Circelli

Client Relationship Manager



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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