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. Karli, CPADownload Vcard
Ryan joined RW Group in 2014. He is currently a Manager 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.
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.
Shanice Lee-GrahamDownload Vcard
Shanice joined RW Group in August of 2018. She is currently focusing on audit and small business services. Prior to joining RW Group, Shanice interned with and then was hired by a small area accounting firm.
Shanice received her Bachelor of Science degree in Accounting from Neumann University in May of 2018. She is currently preparing to sit for the CPA exam within the coming year.
Shanice volunteers her time with many local charities including House of Joseph, Operation Hunger and the AIDS walk.
Sarah GrahamDownload Vcard
Sarah joined RW Group in June of 2019. She is currently focusing on employee benefit plan audits, broker dealer audits, small business and taxes. Prior to joining RW Group, Sarah was our summer intern in 2018.
Sarah received her Bachelor of Science degree in Accounting from West Chester University where she also minored in both finance and white collar crime. She is currently preparing to sit for the CPA exam within the coming year.
When Sarah is not working she enjoys spending time outdoors especially at the beach. She has also volunteered with Special Olympics as well as with Girls on the Run.