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 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

Kyle Nickler, EA

Kyle Nickler, EA

Client Manager

Michelle Jackson

Michelle Jackson

Accounting Manager

Brittany Ciccocioppo

Brittany Ciccocioppo

Accounting Manager

Eric Wahl

Eric Wahl

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 - PA Office

Christa Cooper

Christa Cooper

Client Accounting Specialist

Logan Geiman

Logan Geiman

Client Accounting Specialist

Allie Yoder

Allie Yoder

Client Accounting Specialist

Anna Santini

Anna Santini

Investment Operations Associate

Abi Worthy

Abi Worthy

Client Service

Shannon Zeigler

Shannon Zeigler

Client Service

Marnie Stahl

Marnie Stahl

Client Service

John Offutt, CPA

John Offutt, CPA

Senior Client Manager

Peggy Offutt

Peggy Offutt

Office Manager - MD Office

Amy Kershner

Amy Kershner

Client Manager

Barbara Tyler

Barbara Tyler

Client Manager

Bill Todd, EA

Bill Todd, EA

Client Manager

Doris Wilson, CPA

Doris Wilson, CPA

Senior Client Manager

Jolene Tennent

Jolene Tennent

Client Manager

Scott Turner

Scott Turner

Client Manager

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