Helping people set and achieve their financial goals since 1980.

Vanessa L. Geiger, President and Chief Compliance Officer (CCO); as President she 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.  As CCO she oversees the company’s compliance requirements as determined by the SEC.
vanessageiger@rkmadvisors.com

Richard K. May, Vice President, Portfolio Manager 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

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

Julie C. May, Tax Specialist and Administrative staffer, assists, as needed with communications with the IRS and handles tax processing needs for the company.  Julie has a BA degree from Smith College.
juliemay@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 several shared client relationships.  Bill is a Wharton graduate.  He is a member of the company investment committee.
bgarrow@aol.com