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.

Today, we continue to grow and evolve while staying true to our roots. As a proud member of the Franklin Alliance, we’re part of a broader network of independent firms that collaborate, share insights, and bring expanded resources to better serve our clients. Our recent merger with Offutt & Associates further strengthens our capabilities, bringing together talented professionals, deep expertise, and a shared commitment to exceptional service.

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

Robert W. Morris III, CPA

President & CEO

Robert W. Morris II, CPA

Robert W. Morris II, CPA

Founder & CFO

Marty R. Morris

Marty R. Morris

Director of Client Services

John Offutt, CPA

John Offutt, CPA

Of Counsel

Gina Johnson

Gina Johnson

Chief of Staff

Bobbi Jo Foster, EA

Bobbi Jo Foster, EA

Director of Tax Operations

Melissa Lowe

Melissa Lowe

Director of Accounting & Client Experience

Joy Bright

Joy Bright

Director of Payroll

Joyce Johnson

Joyce Johnson

Director of Administration

Michelle Jackson

Michelle Jackson

Manager of Client Onboarding

Brittany Ciccocioppo

Brittany Ciccocioppo

Manager of Client Accounting

Alex S. Neubauer, CPA

Alex S. Neubauer, CPA

Manager of Client Advisory & Tax

Kyle Nickler, EA

Kyle Nickler, EA

Manager of Client Tax Strategy

Robert Freedenberg, CPA, JD, LLM

Robert Freedenberg, CPA, JD, LLM

Advisory & Tax Client Manager

Doris Wilson, CPA

Doris Wilson, CPA

Advisory & Tax Senior Client Manager

Jolene K. Tennent

Jolene K. Tennent

Advisory & Tax Client Manager

William "Bill" Todd, EA

William "Bill" Todd, EA

Advisory & Tax Client Manager

Cierra Arndt

Cierra Arndt

Client Accounting Lead

Patti Herman

Patti Herman

Payroll Lead

Eric Wahl

Eric Wahl

Tax Accountant

Amy Kershner

Amy Kershner

Tax Accountant

Judy Ann Bermiso

Judy Ann Bermiso

Tax Accountant

Becca Farrell

Becca Farrell

Client Accounting Specialist

Barbara Tyler

Barbara Tyler

Client Accounting Specialist

Logan Geiman

Logan Geiman

Client Accounting Specialist

Christa Goodling

Christa Goodling

Client Accounting Specialist

Holly Thornburgh

Holly Thornburgh

Client Accounting Specialist

Allie Yoder

Allie Yoder

Client Accounting Specialist

Amy Knapp

Amy Knapp

Client Accounting Specialist

Brooke Russell

Brooke Russell

Payroll Specialist

Maria "Mia" Lesher

Maria "Mia" Lesher

Payroll Associate

Anna Santini

Anna Santini

Investment Operations Associate

Marnie Stahl

Marnie Stahl

Administrative Assistant

Shannon Zeigler

Shannon Zeigler

Administrative Assistant

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