LANCASTER, PA (January 3, 2025) – RKL LLP is proud to announce the addition of five new partners to its leadership team, effective January 1, 2025. Each of the new partners brings a wealth of experience and expertise to their respective roles within the firm, further strengthening RKL’s commitment to client service and strategic growth.
Brandon Adams, Partner and Chief Investment Officer for RKL Private Wealth, is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). Adams, a Penn State alumnus with over a decade of experience in the investment industry, leads the Investment Team in crafting tailored investment solutions for clients. He resides in Elizabethtown with his wife, Alison, and their four children.
Michael Andrews, CPA, joins the partnership in RKL’s Tax Services Group, specializing in tax planning and compliance for closely-held businesses and individuals. Michael’s expertise encompasses providing planning and advisory services for entity structuring, transactions, income projections, and annual tax planning to real estate entities, professional service firms, and extensive family-owned businesses. With a B.A. in History from the University of Findlay and an A.A. in Accounting, Andrews brings a unique educational background and a prior career as a public school teacher to his role. He lives in New Freedom with his family.
Kirsten Deeds, CPA, MBA, MLS, is the new Partner in International Tax Services, bringing more than two decades of dedicated experience in international tax and business. Her comprehensive understanding of cross-border transactions is a significant asset to RKL’s global clientele. Deeds, an Elizabethtown College and Alvernia University graduate, also holds a Masters of Legal Studies from Texas A&M School of Law. Her clientele ranges from U.S. multinational corporations with multiple foreign subsidiaries to entities based in the U.S. and abroad seeking to expand new markets. Deeds and her husband, Jason, are proud parents of three.
Jason Gerber, CPA, steps into the partnership within the Small Business Services Group. An alumnus of Southern Oregon University, Gerber has over seven years of public accounting experience and is a key member of RKL’s Real Estate Development & Construction industry group. He lives in Lititz, Pennsylvania, with his wife, two sons, and their dog.
David Morais, CFP®, Partner and Managing Director of Wealth Advisory for RKL Private Wealth, has nearly two decades of experience in banking, financial services, and wealth advisory. A James Madison University graduate, Morais advises high-net-worth individuals and family businesses on financial, estate, and legacy planning. He has significant experience advising owners and operators of family businesses on strategic alternatives. Morais resides in York with his wife and three children.
RKL is excited to welcome these accomplished professionals to its partnership as the firm continues to deliver exceptional service and expertise to its clients across various industries and specialties.