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.

Business professionals collaborating around a wooden conference table with laptops and documents while shaking hands to finalize an agreement.

Meet the team that’s ready to serve you:

Robert W. Morris III, CPA
Robert W. Morris III, CPA
President & CEO
Robert W. Morris II, CPA
Robert W. Morris II, CPA
Founder ​& CFO
Marty Morris
Marty Morris
Director of ​Client Service
Alex Neubauer, CPA
Alex Neubauer, CPA
Client Tax & Accounting Manager
Melissa Lowe
Melissa Lowe
VP, Accounting & Payroll Operations
Bobbi Jo Foster, EA
Bobbi Jo Foster, EA
VP, Tax Operations
Gina Johnson
Gina Johnson
Chief of Staff
Jill Winter
Jill Winter
Senior Operations Manager
Robert Freedenberg, CPA, JD, LLM
Robert Freedenberg, CPA, JD, LLM
Client Tax and Accounting Manager
Donald J. Logan, CPA
Donald J. Logan, CPA
Former Member, (In Memoriam)
Jessica Franz, CPA
Jessica Franz, CPA
Senior Client Manager
Michelle Jackson
Michelle Jackson
Accounting Manager
Brittany Ciccocioppo
Brittany Ciccocioppo
Accounting Manager
Eric Wahl
Eric Wahl
Client Manager
Kyle Nickler, EA
Kyle Nickler, EA
Client Manager
Patti Herman
Patti Herman
Lead Payroll Specialist
Mia Lesher
Mia Lesher
Payroll Specialist
Brooke Russell
Brooke Russell
Payroll Specialist
Cierra DeWalt
Cierra DeWalt
Client Accounting Specialist
Rebecca Farrell
Rebecca Farrell
Client Accounting Specialist
Holly Thornburgh
Holly Thornburgh
Client Manager
Joyce Johnson
Joyce Johnson
Office Manager
Christa Cooper
Christa Cooper
Client Accounting Specialist
Logan Geiman
Logan Geiman
Client Accounting Specialist
Abi Worthy
Abi Worthy
Client Accounting Specialist
Anna Santini
Anna Santini
Investment Operations Associate
Shannon Zeigler
Shannon Zeigler
Client Service
Marnie Stahl
Marnie Stahl
Client Service

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!
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