Lancaster firm names new leadership

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A Lancaster-based firm announced key executive leadership position transitions planned for this year.

RKL Private Wealth, a financial planning and investment advisory firm, has named David Morais to the top executive position, succeeding Laurie Peer as president, effective Sept. 1. RKL Private Wealth will continue to operate under Peer’s leadership until that time.

Tom Reardon will assume the role of executive vice president, also in September. According to a release, this transition is the result of long-term strategic planning to position RKL Private Wealth for continued growth and client service excellence.

“The future of RKL Private Wealth is bright under David and Tom’s leadership,” Peer said in a statement. “They both have been instrumental in our exceptional growth story, and the trust that they’ve earned with our clients and team members alike creates a strong foundation for continued excellence.”

Morais joined RKL Private Wealth in 2018, bringing nearly two decades of experience in banking, financial services and wealth advisory, per the release. Morais specializes in financial, estate and legacy planning for high-net-worth and ultra-high-net-worth clients. As president, Morais will continue to drive client-centered solutions and propel the firm’s Private Wealth strategy.

Reardon has served RKL Private Wealth for 18 years. He specializes in creating financial plans for business owners, executives and families. As executive vice president, Reardon will seek to advance RKL Private Wealth’s client service and operational excellence.

Peer joined the firm in 1992 and ascended to the position of Partner in the firm’s Tax Service Group. In 2018 she was named president of RKL Wealth Management in 2018. In 2022 she launched the RKL Private Wealth brand, a continuum of tax, wealth and advisory solutions to grow, protect and transfer wealth.

Under Peer’s leadership, the firm has grown to manage over $2.5 billion in assets and was named a top 40 firm by AUM in the nation by Accounting Today. Peer will retire in December 2026 after 34 years with RKL.

In its 27 years, RKL Private Wealth has grown to be a full-service wealth management firm employing 37 people. With $2.5 billion in Assets Under Management as of Dec. 31, 2025, the fully owned subsidiary of RKL LLP focuses on financial, estate and legacy planning along with investment management, business succession, tax compliance and planning, and other integrated services for individuals and families with wealth management needs.