Meet Our
Private Wealth Team
Leadership
Ryan P. Hurst, ASAConsulting Partner
Wendy L. Lance, CPA, MSTTax Partner
Laurie M. PeerPartner/President
Thomas D. Reardon, CFP®Partner/Senior Wealth Advisor
Brandon K. Adams, CFA®, CAIA®Partner/Chief Investment Officer
Ruthann J. Woll, CPATax Partner
David M. Morais, CFP®Partner and Managing Director, Wealth Advisory
Private Wealth Team
Harold Beshaw, CFP®, CHFC®, CASL®Senior Wealth Advisor
Stephanie J. CookClient Service Manager
Wanda DietrichTax Director
Julie EnglertChief Compliance Officer and Managing Director, Operations
Maggie Fisher, CFP®Wealth Advisor
Tyler L. Harris, CFP®Portfolio Manager
Michael R. HinerdeerSenior Trader
Shelby Jury, QKARetirement Plan Advisor
Deborah J. Lander, CFP®, QKA, CPFADirector, Retirement Plan Services
Tyler Leiphart, QKA, CIMA, RICPRetirement Plan Advisor
William M. Onorato, JD, MBAFamily Office Practice Leader and Managing Director, Wealth Strategy
Debra A. PfautzClient Service Manager
Molly Ramos, CPATax Senior Manager
Haley M. Schwartz, CFP®, RICP®Senior Wealth Advisor
Ron StilesWealth Advisor
Amy L. Strouse, CPADirector, Wealth Strategy
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.