WYOMISSING, PA (March 16, 2017) – RKL LLP today announced that Lehigh Valley Business has named Laurie M. Peer, CPA, CFP®, one of its 2017 “Women of Influence,” in recognition of her professional achievements, leadership qualities and community involvement.
Peer serves as Executive Vice President of the firm’s investment advisory subsidiary, RKL Wealth Management LLC, where she leads the advisor group, steers client service focus and heads up business development efforts. She also assists clients and their families with individual tax planning and compliance as a Partner in RKL’s Tax Services Group.
“We’re proud to see Laurie recognized among the Lehigh Valley’s most accomplished and influential female leaders,” said RKL CEO Edward W. Monborne. “She is well-respected and trusted by colleagues and clients alike, and is deeply invested in improving her community.”
Peer has 25 years of specialized experience in individual taxation and financial planning. She joined RKL in 1992 and was named Partner in 2012. She played an integral role in the creation and growth of RKL’s investment advisory services, most recently blending the advisor team and developing an integrated service model when RKL united its two previous subsidiaries under the RKL Wealth Management name in January 2016.
An active member of the Berks area business community, Peer belongs to the Reading Chapter of the Pennsylvania Institute of Certified Public Accountants and serves as Board Member and Treasurer for the Berks County Estate Planning Council. She is equally engaged in philanthropic causes, currently serving as a Board Member, Treasurer/Secretary and Planning Giving Committee Member for the United Way of Berks County. Peer is a longstanding supporter of Altrusa International Inc. of Reading-Berks PA, where she co-chairs the group’s literacy efforts and takes part in volunteer events as a member of its women’s service club.
Peer holds a B.S. in Accounting from the Pennsylvania State University. She resides in Alsace Township with her husband, Alan, and their two sons, Ben and Adam.
The Lehigh Valley Business “Women of Influence” awards program recognizes 25 female leaders in the Greater Lehigh Valley for their contributions to their companies, industries and communities. Peer and her fellow recipients will be honored at a ceremony on Wednesday, May 10 at Cedar Crest College in Allentown. Click here for more information on LVB’s Women of Influence program.