People Serving People, Since 1981
At RWM & Company, one thing has always been clear: People matter most. Since our founding in 1981 by Robert W. Morris II, we’ve built our firm around a simple philosophy—treat our clients and associates like family. This belief has shaped who we are, how we work, and the lasting relationships we’ve built with clients across industries and generations.
Our daily mission is to help our clients succeed by delivering the right tools, knowledge, and support—combining the strength of experience with forward-thinking solutions. We’re determined to extend the boundaries of our abilities and provide a level of client service that is truly unequaled.
We care deeply—about our clients, our work, our communities, and each other. This creates an environment where teamwork, accountability, and gratitude thrive. Our dedicated professionals bring expertise in tax, accounting, technology, and client service, all while embracing innovation and practicing what we preach.
Whether we’re helping a business owner achieve growth or guiding an individual through a complex tax decision, our focus remains the same: people serving people with professionalism, reliability, and excellence.
Meet the team that’s ready to serve you:

Robert W. Morris III, CPA
President & CEO

Robert W. Morris II, CPA
Founder & CFO

Marty R. Morris
Director of Client Services

John Offutt, CPA
Of Counsel

Gina Johnson
Chief of Staff

Bobbi Jo Foster, EA
Director of Tax Operations

Melissa Lowe
Director of Accounting & Client Experience

Joy Bright
Director of Payroll

Joyce Johnson
Director of Administration

Michelle Jackson
Manager of Client Onboarding

Brittany Ciccocioppo
Manager of Client Accounting

Alex S. Neubauer, CPA
Manager of Client Advisory & Tax

Kyle Nickler, EA
Manager of Client Tax Strategy

Robert Freedenberg, CPA, JD, LLM
Advisory & Tax Client Manager

Doris Wilson, CPA
Advisory & Tax Senior Client Manager

Jolene K. Tennent
Advisory & Tax Client Manager

William "Bill" Todd, EA
Advisory & Tax Client Manager

Cierra Arndt
Client Accounting Lead

Patti Herman
Payroll Lead

Eric Wahl
Tax Accountant

Amy Kershner
Tax Accountant

Judy Ann Bermiso
Tax Accountant

Becca Farrell
Client Accounting Specialist

Barbara Tyler
Client Accounting Specialist

Logan Geiman
Client Accounting Specialist

Christa Goodling
Client Accounting Specialist

Holly Thornburgh
Client Accounting Specialist

Allie Yoder
Client Accounting Specialist

Amy Knapp
Client Accounting Specialist

Brooke Russell
Payroll Specialist

Maria "Mia" Lesher
Payroll Associate

Anna Santini
Investment Operations Associate

Marnie Stahl
Administrative Assistant

Shannon Zeigler
Administrative Assistant
How can we help?
Please take a moment to fill out our form and let us know which services you would like more information about. Thank you!






