Laurie serves as the President of RKL Wealth Management. She is responsible for overseeing firm operations, driving its growth strategy, leading the team of nearly 30 professionals and continuing to enhance the integration of client experience between RKL Wealth Management and the CPA and business advisory services offered by RKL LLP.
Professional and Business History
Laurie joined RKL in 1992 and was named Partner in 2012. Since joining RKL, Laurie has incorporated financial and tax planning strategies along with tax compliance for her clients at RKL, as well as previously in the tax department of a national accounting firm. This background, along with her intuitive nature, creates a highly effective approach in helping others find success in meeting their financial and life goals. She is passionate about her community involvement and an advocate for all aspects of health and wellness.
- B.S. Accounting, Pennsylvania State University
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
Professional Activities and Memberships
- Certified Public Accountant, Pennsylvania
- Certified Financial Planner (CFP®), Certificant from the Certified Financial Planning Board of Standards
- American Institute of Certified Public Accountants (AICPA), Member
- Pennsylvania Institute of Certified Public Accountants (PICPA), Member
- Financial Planning Association (FPA), Member
- United Way of Berks County, Board Member, Planned Giving Committee, Strategic Planning Committee and, Investment Committee Member
- Berks County Estate Planning Council, Vice-President and Board Member
- The Power of the Purse Charitable Fund, Original Steering Committee Member
- PICPA Reading Chapter, Past President
- Phoebe Berks Ministries, Former Trustee
- Lehigh Valley Business Women of Influence Award Recipient
- Hawk Mountain Council-Boy Scouts of America, Endowment Fund Committee Member
- PICPA Investment Committee
Laurie resides in Alsace Township with her husband, Alan. She enjoys her vacation time with her family at the Delaware beaches and in the Florida Keys.