LANCASTER, PA (August 25, 2021) – RKL Wealth Management LLC recently welcomed Julie Englert, CTP, as Director of Operations and Compliance. Englert directs the firm’s operations, with a focus on efficiencies and technology enhancements to improve workflow and productivity. She also oversees RKL Wealth Management’s compliance program and manages its third-party vendor relationships.
Englert brings more than 25 years of banking industry experience to her role at RKL Wealth Management. Her experience includes leadership roles in Treasury Management, including sales, operations, compliance and product management. Englert is a Certified Treasury Professional and a member of the Association for Financial Professionals. She holds a B.A. in Organizational Management and an M.B.A. from Eastern University.
A 2006 graduate of Leadership Lancaster, Englert has served on the board of Big Brothers Big Sisters of Lancaster. She resides in Landisville, PA, with her husband.
ABOUT RKL WEALTH MANAGEMENT
RKL Wealth Management is a nationally recognized, Pennsylvania-based wealth advisory firm focused on helping individuals and families plan, prepare and invest for what’s next. Whether it’s building greater independence, securing your family’s future, transitioning your business ownership or even considering your philanthropic legacy, our advisors guide you through decisions you can make today to achieve your unique aspirations tomorrow. Learn more at rklwealth.com.