Meet Our
Private Wealth Team
Leadership
Private Wealth Team
Brandon K. Adams, CFA®, CAIA®Managing Director, Investment Strategy
Harold Beshaw, CFP®, CHFC®, CASL®Senior Wealth Advisor
Brayden J. Campbell, CFP®Senior Wealth Advisor
Stephanie J. CookClient Service Manager
Wanda DietrichTax Director
Julie EnglertChief Compliance Officer and Managing Director, Operations
Tyler L. Harris, CFP®Portfolio Manager
Michael R. HinerdeerSenior Trader
Deborah J. Lander, CFP®, QKA, CPFADirector, Retirement Plan Services
David M. Morais, CFP®Managing Director, Wealth Advisory
William M. Onorato, JD, MBAFamily Office Practice Leader and Managing Director, Wealth Strategy
James J. Palys, CFP®, QKA®Wealth Advisor
Debra A. PfautzClient Service Manager
Molly Ramos, CPATax Senior Manager
Haley M. Schwartz, CFP®, RICP®Senior Wealth Advisor
Ron StilesWealth Advisor
Amy L. Strouse, CPADirector, Wealth Strategy
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.