Richard E. Wortmann, CPA, DABFADownload Vcard
Richard founded the firm in late 2009. He has over 30 years of experience servicing organizations ranging from small closely held businesses to large Public Companies. Industries have included cannabis, manufacturing, real estate, construction, non-profit, retail, employee benefit plans, local governments, automotive, education, health care, broker-dealers and professional organizations. Richard has served clients both domestically and internationally.
Richard received a Bachelor of Science degree in Accounting from Drexel University in 1987 and is certified in the Commonwealth of Pennsylvania.
Richard is active in the local community and has served on the Board of Kendal Crosslands Communities for 12 years. He is currently the Clerk (Chair) of the Board of Directors.
Ryan D. KarliDownload Vcard
Ryan joined RW Group in 2014. He is currently a Senior focusing on small business client accounting as well as individual and corporate tax services. Prior to joining RW Group, Ryan worked for a large national bank where he worked directly with investors.
Ryan received a Bachelor of Science degree in Accounting with a minor in Finance from West Chester University in 2014. He is currently preparing to sit for the CPA exam within the coming year.
Ryan volunteers his time with the Robert J. Gunterberg Charitable Foundation helping out at multiple local community events. He is also a member of the Kennett Square Chapter of Rotaract in which he serves as the chapter treasurer.
Rosalee C. WortmannDownload Vcard
Rosalee joined RW Group in 2014 as the Office Administrator. Her responsibilities include human resources, marketing and administrative policies and procedures. In addition she serves as the liaison between partners, staff and vendors.
Rosalee received a Bachelor of Science degree in Marketing from Drexel University in 1991.
Rosalee volunteers with the Girl Scouts of Brandywine Valley Service Unit at both the troop and service unit levels. She is the Service Unit's School Coordinator for the Mary D. Lang Kindergarten Center in charge of recruitment and programming. In addition, Rosalee is a member of the Sisterhood at Temple Beth El.
Paul ColemanDownload Vcard
Paul joined RW Group in the fall of 2017. Prior to joining the firm, he gained experience as a Big 4 auditor where he evaluated financial statements and performed testing procedures for clients in the wealth and asset management industry. Paul is currently a Staff accountant focusing on small business auditing and accounting, as well as individual and corporate tax services.
Paul received his Bachelor of Business Administration in Accounting and Finance from Temple University in 2015. He is currently sitting for the CPA exam.