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| Laurie M. Peer, CPA, CFP... Email Laurie >> Firm Position Laurie is a Partner in RKL's Tax Services Group. Her responsibilities include individual tax planning and compliance as well as financial planning for her clients and their families. She also serves as an investment advisor representative with Sterling Financial Advisors, LLC, a registered investment advisory firm and subsidiary of RKL. Her focus in Sterling is to help her clients achieve their financial and life goals through clearly defined and customized plans with ongoing monitoring. Professional & Business History Laurie joined RKL in 1992 bringing over 5 years of tax experience with a "Big Six" accounting firm. She was named Partner in 2012. Laurie is a frequent speaker and writer on various topics of her expertise and has been active in her profession and community to promote financial literacy. Education B.S. Accounting, 1987 Pennsylvania State University Professional Activities and Memberships • Certified Public Accountant, Pennsylvania, 1989 • Certified Financial Planner, (CFP®) • Certificant from the Certified Financial Planning Board of Standards, 2001 • Member, American Institute of Certified Public Accountants, (AICPA) • Member, Pennsylvania Institute of Certified Public Accountants (PICPA) • Member, Committee on Personal Financial Planning, PICPA • Member, Financial Planning Association (FPA) • PICPA Reading Chapter, Past President • Allocations Committee Member, United Way of Berks County • Phoebe Berks, Former Trustee • Beacon House, Former Board Member Personal Laurie and her husband, Alan, reside in Alsace Township with their two sons, Ben and Adam. She enjoys spending time with her family, particularly boating or going to the beach. Laurie also enjoys trying new activities such as painting, organic gardening and cooking, |
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