RKL Private Wealth

Brandon Adams is a CFA® charterholder with 14 years of industry experience. He is currently with RKL Private Wealth in Lancaster, PA, where he has worked since 2016 across various related entities. Prior to joining RKL, he was with Ambassador Advisors, LLC from 2012 to 2016. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm offers integrated tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Adam Hollinger is a CFP® professional with eight years of industry experience, currently serving at RKL Private Wealth since 2025. Prior to joining RKL, he worked at Cetera and its affiliated firms for seven years and has experience with Merrill, TD Ameritrade, and Farmers & Merchants Trust Company. Hollinger also served six years in the Pennsylvania Army National Guard. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm combines investment advice with tax, accounting, and consulting services through its parent company, using a core-satellite approach and a range of asset classes in customized portfolios.

Ronald Stiles III is a financial advisor at RKL Private Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Lincoln Financial Advisors Corporation, Wilmington Trust Company, and M&T Securities, Inc. His current role at RKL Private Wealth involves being part of a team of 29 advisors based in Lancaster, PA. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and employs a core-satellite investment approach with customized portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative asset classes.

Harold Beshaw is a CFP® and ChFC® with 29 years of industry experience. He is currently with RKL Private Wealth and has previously worked at Avantax and 1st Global Advisors. He serves as Director of Financial Services at Rotz & Stonesifer Financial Services, LLC. RKL Wealth Management advises a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, offering investment management, financial planning, and consulting. The firm integrates investment services with tax and accounting support through its affiliation with RKL LLP and employs a discretionary, strategic asset allocation approach with a core-satellite portfolio structure.

Robert Simons is a Series 65-licensed financial advisor with RKL Private Wealth, bringing 16 years of industry experience. He has worked at RKL Wealth Management LLC since 2020 and previously spent seven years with RKL CPA (formerly Reinsel Kuntz Lesher LLP). Outside of his advisory role, he serves as a board member and shareholder of Dart Trucking Co LLC. RKL Wealth Management advises a broad range of clients including individuals, high-net-worth clients, trusts, estates, and businesses, offering investment management, financial planning, and consulting services. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a discretionary, core-satellite investment approach with the option to include separate account managers and private investments.

Dong Choe is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth in 2024, he held roles at Ambassador Advisors and Avante Language Services, among others. Outside of finance, his work history includes experience in the food service industry. RKL Wealth Management LLC offers discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm combines investment advice with tax, accounting, and consulting services through its affiliation with RKL LLP, employing a core-satellite approach to portfolio management that includes a range of asset classes and fiduciary services.

Matthew Gordner is a financial advisor with RKL Private Wealth in Lancaster, PA. He holds a Series 65 designation and has recent experience at Ernst & Young LLP and RKL LLP. His background also includes roles at Capital Blue Cross, Pathway Financial Group, and teaching positions at Messiah University and Garden Spot High School/Middle School. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and utilizes a core-satellite investment approach tailored to client needs.

Abbey Mccormick is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth, she worked at West Chester Golf and Country Club and is currently affiliated with The Pennsylvania State University. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent firm, RKL LLP, and implements customized portfolios using a core-satellite approach with various asset classes.

Kyle Brady is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation. He has been with RKL Private Wealth since 2024 and previously worked in various roles at Donsco, Voith, Acme Markets, and Giant Food Stores. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, providing investment management, financial planning, and consulting. The firm integrates with its parent company, RKL LLP, to coordinate tax and accounting services and employs a discretionary, core-satellite portfolio approach that includes a range of investment types and fiduciary retirement plan services.

Jason Dietrich is a CFA® charterholder with nine years of industry experience. He is currently with RKL Private Wealth and previously worked at Vanguard for seven years. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a core-satellite approach to portfolio management that includes a range of asset classes and fiduciary services for defined contribution plans.

David Morais is a CFP® and holds a Series 66 license, with 25 years of industry experience. He is currently a member of the team at RKL Private Wealth in Lancaster, PA, where he has worked since 2024. His prior roles include positions at Wilmington Trust Wealth Advisory and M&T Securities, Inc. Morais serves on the Investment Committee of the Rotary Club of York (PA). RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Shelby Jury is a Series 65-registered advisor with RKL Private Wealth in Lancaster, PA, with two years of industry experience. Their prior work includes four years at Susquehanna University. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

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.

Deborah Lander is a CFP® with 19 years of industry experience, currently serving at RKL Private Wealth. Her career includes roles at M&T Securities and M&T Bank, spanning nearly three decades prior to joining RKL. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, and businesses. The firm integrates tax and accounting services from its parent company, RKL LLP, and employs a customized, core-satellite investment approach tailored to client needs.

Edward Monborne is a financial advisor at RKL Private Wealth with 26 years of industry experience. He holds a Series 65 designation and has been with Reinsel Kuntz Lesher LLP since 2005. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, providing investment management, financial planning, and consulting. The firm integrates its advisory services with accounting and tax offerings through its parent company and employs a discretionary management approach focused on strategic asset allocation and a core-satellite portfolio structure.