Jean serves as Operations Specialist for RKL Wealth Management. She is responsible for client bill pay services, and serves as a liaison to the RKL LLP Tax Services Group for coordination of tax related functions.
Professional and Business History
Jean joined RKL Wealth Management in 2006, following six years as an administrative assistant with parent company RKL LLP. Previously, Jean served as a legal secretary.
Professional Activities and Memberships
- Pennsylvania Association of Notaries
Jean resides in Conestoga. She has a daughter, son-in-law and two grandsons. She enjoys spending time with her family, going to the shore and reading.