Laurie Peer, CPA, CFP, CEPA, CPCC

Laurie Peer has extensive work experience in the field of finance and accounting. Laurie began their career in 1987 as a Senior Tax Accountant at Ernst & Young, where they honed their skills for five years. In 1992, Laurie joined RKL LLP as a Partner, and they currently hold that role. Laurie also serves as the President of RKL Wealth Management LLC since September 2018. Laurie's expertise in taxation and wealth management makes their a valuable asset to their clients and their firm.

Laurie Peer, CPA, CFP, CEPA, CPCC has a well-rounded education history. In 1983, they obtained a Bachelor of Science degree in Accounting from Penn State University, where they studied from 1983 to 1987. Prior to that, Laurie attended Muhlenberg High School, although the exact dates of their attendance were not provided.

In recent years, Laurie has pursued additional education and certifications to further enhance their professional skills. In 2019, they completed an Executive Certificate in Facilitation with a focus on Transformational Leadership from Georgetown University, a program they finished in 2020.

Laurie also dedicated time to develop their coaching skills. In 2020, Laurie received training at the Co-Active Training Institute, specializing in becoming a professional coach. Building on that foundation, they obtained the designation of Certified Professional Co-Active Coach (CPCC) in July 2021 from the same institution.

Furthermore, Laurie holds multiple certifications that highlight their expertise in various areas. Laurie became a Certified Financial Planner (CFP) in November 2001, authorized by the CFP Board. Additionally, Laurie has been a Certified Public Accountant (CPA) since June 1989, authorized by the Pennsylvania State Board of Accountancy.