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 Morris
Director of Client Service

Alex Neubauer, CPA
Client Tax & Accounting Manager

Melissa Lowe
VP, Accounting & Payroll Operations

Bobbi Jo Foster, EA
VP, Tax Operations

Gina Johnson
Chief of Staff

Jill Winter
Senior Operations Manager

Robert Freedenberg, CPA, JD, LLM
Client Tax and Accounting Manager

Donald J. Logan, CPA
Former Member, (In Memoriam)

Jessica Franz, CPA
Senior Client Manager

Kyle Nickler, EA
Client Manager

Michelle Jackson
Accounting Manager

Brittany Ciccocioppo
Accounting Manager

Eric Wahl
Client Manager

Patti Herman
Lead Payroll Specialist

Mia Lesher
Payroll Specialist

Brooke Russell
Payroll Specialist

Cierra DeWalt
Client Accounting Specialist

Rebecca Farrell
Client Accounting Specialist

Holly Thornburgh
Client Manager

Joyce Johnson
Office Manager - PA Office

Christa Cooper
Client Accounting Specialist

Logan Geiman
Client Accounting Specialist

Allie Yoder
Client Accounting Specialist

Anna Santini
Investment Operations Associate

Abi Worthy
Client Service

Shannon Zeigler
Client Service

Marnie Stahl
Client Service

John Offutt, CPA
Senior Client Manager

Peggy Offutt
Office Manager - MD Office

Amy Kershner
Client Manager

Barbara Tyler
Client Manager

Bill Todd, EA
Client Manager

Doris Wilson, CPA
Senior Client Manager

Jolene Tennent
Client Manager

Scott Turner
Client Manager
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!






