Laurie Peer is a CFP® and Series 66-licensed advisor with 23 years of industry experience. She is currently a partner at RKL LLP and has been with RKL Wealth Management LLC since 2016. Laurie serves as President of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, and charitable organizations. The firm integrates tax and accounting consulting through its parent company, RKL LLP, and employs a core-satellite approach to constructing customized portfolios.

Thomas Reardon is a CFP® with 16 years of industry experience, currently serving at RKL Private Wealth. He previously worked at Sterling Financial Advisors, LLC, and has been with RKL Private Wealth across two periods since 2015. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.