Meet Our
Private Wealth Team
Leadership
Laurie M. PeerPartner/President
David M. Morais, CFP®Partner/President-Elect
Thomas D. Reardon, CFP®Partner, Wealth Advisory
Brandon K. Adams, CFA®, CAIA®Partner/Chief Investment Officer
Julie EnglertChief Compliance Officer and Managing Director, Operations
William M. Onorato, JD, MBAFamily Office Practice Leader and Managing Director, Wealth Strategy
Stephanie J. CookDirector, Client Service
Harold Beshaw, CFP®, CHFC®, CASL®Senior Wealth Advisor
Private Wealth Team
Kristen BadriakiOperations Manager
Reed Bruner, CFP®Wealth Advisor
Emily Detz, CFA®, CAIA®Senior Portfolio Manager 
Scott Ehrig, MBA, CFP®, CIMADirector, Wealth Advisory
Michael R. HinerdeerSenior Trader
Adam Hollinger, CFP®, CTFA Wealth Advisor
Shelby Jury, QKARetirement Plan Advisor
Deborah J. Lander, CFP®, QKA, CPFADirector, Retirement Plan Services
Michael Miller, CFP®, AWMASenior Wealth Advisor
Debra A. PfautzClient Service Manager
Ron StilesSenior Wealth Advisor
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.