Though Laurie Peer’s career as a public accountant and financial planning professional revolves around numbers, she chooses to focus on the meaning behind the money. As Partner in RKL’s Tax Services Group and Executive Vice President of the firm’s investment advisory subsidiary, RKL Wealth Management LLC, Laurie blends her 25 years of specialized experience in individual taxation and financial planning with an intuitive approach to client engagement. She recognizes that no two clients are alike, and takes pride in developing a customized, tax-efficient approach to meet their unique goals.
After beginning her career as a tax accountant with a “Big Four” firm, Laurie joined RKL and seized the opportunity to help create a new investment advisory subsidiary in the firm’s Eastern Pennsylvania footprint. From developing services, outlining investment philosophy and growing its client base, Laurie was instrumental in building RKL’s investment advisory practice from scratch to the dynamic firm it is today.
Laurie’s focus on positivity, understanding and connection influences RKL’s team culture and its service to clients. As the leader of the firm’s wealth advisors, she has long championed the concept of advisors as coaches. Whether coaching an advisor regarding their professional development or coaching a client through important decisions, Laurie relies on encouragement and support to help others maximize their potential and achieve their objectives.
“My passion is inspiring others to do great things with their lives.”
PERSONAL
Laurie and her husband, Alan, reside in Alsace Township with their two sons. She enjoys spending time with her family, boating and volunteering in the community.
