RKL LLP is a leading advisory firm based in PA and beyond.

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RKL LLP

RKL LLP's headquarters in Lancaster, PA, United States

Ed Monborne

Laurie Peer, CPA, CFP, CEPA, CPCC

Scott J. Kimmel

Michael De Stefano

The Business Development Team at RKL LLP focuses on identifying growth opportunities and fostering relationships with small businesses to expand the firm's client base. They collaborate to develop strategic initiatives, enhance service offerings, and drive revenue generation, ensuring that RKL’s advisory expertise reaches a broader audience in Pennsylvania and beyond.

Business Development Team

The Human Resources Team at RKL LLP plays a crucial role in fostering a strong organizational culture and attracting top talent. They focus on talent acquisition, employee development, and organizational effectiveness, ensuring that the firm not only meets its staffing needs but also invests in the growth and well-being of its employees. Through strategic HR initiatives, this team enhances engagement and aligns workforce capabilities with business goals.

Human Resources Team

The Information Technology Team at RKL LLP is responsible for ensuring the smooth operation of the firm's technological infrastructure, providing support for hardware and software issues, and implementing IT initiatives that enhance efficiency and security. They work collaboratively to audit systems, manage IT resources, and ensure compliance with industry standards, thereby supporting the firm's advisory services and operations.

Information Technology Team

The Operations Team at RKL LLP plays a crucial role in enhancing the efficiency and effectiveness of the firm's services. They oversee day-to-day operations, ensure compliance with regulatory standards, manage client service processes, and support various business units. By streamlining workflows and fostering collaboration, the team contributes to the overall success of RKL's advisory offerings.

Operations Team

The Client Services Team at RKL LLP is dedicated to ensuring exceptional client experiences across all services offered. They work collaboratively to address client inquiries, provide tailored support, and strengthen relationships, thus driving client success and satisfaction within RKL's advisory and wealth management practices. Their focus on personalized service and proactive communication fosters long-term partnerships, ultimately contributing to the firm's reputation as a trusted advisor.

Client Services Team

The Financial Compliance Team at RKL LLP ensures that clients adhere to relevant regulations and industry standards in financial practices. This team conducts risk assessments, provides regulatory guidance, and develops compliance strategies, particularly in areas such as anti-money laundering (AML) and tax compliance. They support fintechs and banks in navigating complex regulatory environments, ultimately helping clients mitigate risks and enhance their operational integrity.

RKL LLP

Org chart

Teams

Business Development Team

Human Resources Team

Information Technology Team

Operations Team

Client Services Team

Financial Compliance Team

Offices

RKL LLP

Org chart

Teams

Business Development Team

Human Resources Team

Information Technology Team

Operations Team

Client Services Team

Financial Compliance Team

Offices

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