Vanessa Geiger, President, manages a team of financial advisory professionals, made up of permanent staff and affiliated professionals, to provide our clients with comprehensive and practical advice for investment, tax, and financial planning needs.
vanessageiger@rkmadvisors.com

Richard May, Vice President and founder of the firm, meets with clients and works extensively and exclusively on client projects. Richard received his AB from Princeton and his MBA from the University of Michigan. He serves as the Chief Investment Officer for the firm.
richardmay@rkmadvisors.com

Julie May, Chief Compliance Officer, oversees the company’s compliance requirements as determined by the SEC. She is also the tax return processing specialist for the company. Julie has an AB degree from Smith College.
juliemay@rkmadvisors.com

Katharine P. Dunlevy, Office Administrator, communicates with clients and closely works with the President to accomplish administrative tasks. Katharine received her BA from the University of Delaware and her MBA from Florida Institute of Technology.
katharine@rkmadvisors.com

Affiliated Professional
Bill Garrow, CPA, CFP, has a tax and financial planning practice that is affiliated with RKM Advisors. Bill and RKM consult with each other on financial issues and we have many shared client relationships. Bill is a Wharton graduate, and is a member of the company investment committee.
bgarrow@aol.com