RKL Private Wealth

Brandon Adams is a CFA® charterholder with 13 years of industry experience. He has worked at RKL Wealth Management LLC since 2016 and was previously with Ambassador Advisors, LLC from 2012 to 2016. RKL Wealth Management advises a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors. The firm employs a discretionary, consolidated asset management process focused on strategic asset allocation and a core-satellite portfolio structure, and it is formally affiliated with a regional accounting and consulting firm to provide integrated tax and advisory services.

Adam Hollinger is a CFP® with eight years of industry experience, currently serving as a financial advisor at RKL Private Wealth. His prior experience includes roles at Cetera Investment Advisers LLC, Merrill Lynch, and TD Ameritrade. He has also served in the Pennsylvania Army National Guard. RKL Wealth Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, offering investment management, financial planning, and consulting services. The firm’s approach includes discretionary asset management with a core-satellite portfolio structure and integration with its affiliated accounting and consulting firm for tax-related services.

Ronald Stiles is a financial advisor at RKL Private Wealth with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors Corporation, Wilmington Trust Company, and M&T Securities. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, offering investment management, financial planning, and consulting. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a discretionary, strategic asset allocation approach with a core-satellite portfolio structure.

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.

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.

David Morais is a CFP® with 24 years of industry experience and currently serves as a financial advisor at RKL Private Wealth. He previously worked at Wilmington Trust Wealth Advisory for eight years before joining RKL Wealth Management in 2018. Morais is a member of the Investment Committee of the Rotary Club of York (PA). RKL Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors. The firm uses a discretionary, consolidated asset management approach with a core-satellite portfolio structure and is formally affiliated with a regional accounting and consulting firm, enabling integrated tax and advisory services.

Shelby Jury is a financial advisor at RKL Private Wealth with a Series 65 designation and one year of industry experience. She has been with RKL Private Wealth since 2019 and previously attended Susquehanna University. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors by providing investment management, financial planning, and consulting. The firm uses a consolidated asset management process focused on strategic asset allocation and a core-satellite portfolio structure, and it is formally affiliated with a regional accounting and consulting firm to coordinate tax-related services.

Laurie Peer is a CFP® with 22 years of industry experience, currently serving as an advisor at RKL Private Wealth. She has worked with RKL Wealth Management LLC since 2016 and has held roles at Sterling Financial Advisors, LLC and Reinsel Kuntz Lesher LLP since 2013 and 2012, respectively. Laurie is also a partner at RKL LLP and serves as president of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm integrates its advisory services with accounting and tax work through its affiliation with RKL LLP and employs a strategic asset allocation approach with a core-satellite portfolio structure.

Deborah Lander is a CFP® with 18 years of experience in the financial industry. She is currently with RKL Private Wealth and previously worked at M&T Securities and M&T Bank. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors by providing investment management, financial planning, and consulting. The firm combines strategic asset allocation and a core-satellite portfolio approach, supported by its affiliation with a regional accounting and consulting firm that offers integrated tax services.

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.

Emily Detz is a CFA® charterholder at RKL Private Wealth in Lancaster, PA, with experience in retirement fund management and education. She has worked at IBM Retirement Funds and the Pennsylvania Public School Employees' Retirement System before joining RKL Private Wealth. She is also involved with Lancaster Catholic High School. RKL Wealth Management advises 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 uses a consolidated asset management process focused on strategic asset allocation and core-satellite portfolios and is formally affiliated with a regional accounting and consulting firm.

Ryan Modzeleski is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at EnergySage, Gateway Diversified, and Legacy Wealth Advisors. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, offering investment management, financial planning, and consulting. The firm uses a consolidated asset management process with a core-satellite portfolio structure and benefits from its affiliation with RKL LLP, which provides integrated accounting and tax services.

Samuel Ben Ali is a CFP® and holds a Series 65 license with two years of industry experience. He has been with RKL Private Wealth since 2023. Prior to his financial advisory role, he worked in educational positions at Cabrini University, Coatesville Area Senior High School, and Scott Middle School. 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 asset management with tax and accounting services through its affiliation with RKL LLP and offers fiduciary retirement plan services and a diversified portfolio approach.

William Onorato is a financial advisor at RKL Private Wealth with five years of industry experience. He holds a Series 65 designation and has worked at RKL Wealth Management since 2019, following four years at Hawthorn, PNC Family Wealth. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors by providing investment management, financial planning, and consulting. The firm uses a consolidated asset management process focused on strategic asset allocation and a core-satellite portfolio structure, and it is formally affiliated with a regional accounting and consulting firm to coordinate tax-related services.