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About Us

About Our Firm

Initially in 1991 RLO & Company offered services that were similar to the traditional types offered by local Certified Public Accountants Firms. After a short period of time, we realized our clients needed and would benefit from Comprehensive Planning Services. We developed a planning process that focuses on both wealth creation and wealth preservation. 

As lead consultant, Rob Omer’s close involvement and extensive work with his business clients resulted in RLO & Company’s comprehensive approach to strategic business planning and implementation.  We believe the true success of any strategic plan is not only its implementation, but also the ongoing measurement of its success. Our coordinated approach involving both the financial and business activities of companies has produced strong and planned growth for both large and small businesses and expanded our professional services beyond traditional accounting and tax services.

Our reputation is based on ethics, performance and personal service. RLO & Company is committed to your success. We make it our business to know your business well enough to improve your tax position, capital position, business structure and benefits packages, acquisition potential, and much more. We earn our fees by adding value to your company and to your asset base. We have learned a great deal since we began in this business, and we apply this knowledge and resource to enhance your company's growth and success.

Our services are tailored to meet our client’s needs, goals, and business requirements. Our team of professionals will provide personal attention, quality service, and a timely response to your problems and requests.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. RLO & Company is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose RLO & Company receive competent and timely advice.

Our Team

Rob Omer, CPA, MST

Rob received his BA in Economics from the University of Pittsburgh and his Masters of Taxation from Robert Morris College in 1989. Rob's 10 years as the Accounting Tax Manager for an area CPA firm was the foundation for the creation of RLO & Company. RLO & Company started in 1991 as a standard CPA Accounting and Taxation practice. Within the first year it was evident that his clients would benefit from a Comprehensive Planning Service that combined both their financial and business management objectives. Rob worked with a number of regional Engineering, Distribution, and Transportation industries in creating comprehensive strategic plans that are still in practice today. As founder of RLO & Company, Rob continues to be involved in all client engagements and taxation matters. Along with his management responsibilities, Rob stays active in the Pennsylvania Institute of Certified Public Accountants (PICPA), Pennsylvania Society of Public Accountants (PSPA) and the National Society of Tax Professionals.

Helen Harrell

With 17 years as an Administrative and Benefits Coordinator for a Cleveland-based accounting firm, Helen comes to RLO with extensive experience in accounting administration and personnel management. Her background with the firm included work in the tax department, management of COBRA and HIPAA compliance, and total employee benefit coordination. In addition, Helen has knowledge in all aspects of property management and assessment Helen is our key customer contact and provides administrative support services for both our clients and our staff.

Benjamin D. Schantz

Benjamin D. Schantz came to RLO & Company in February of 2021 as a part-time team member. Through hard work and dedication, he grew quickly in his role as an Assistant Project Support Coordinator and is now a full-time team member. He is a QuickBooks ProAdvisor and has previous experience in data entry, inventory management, supply chain control and customer service. Ben has completed initial individual and business tax preparation courses and prepares both individual and business tax returns. Additionally, Ben has a Master of Music degree and is a classically trained violist and currently performs with the Erie Philharmonic.

Stephen R. Weiss

Stephen R. Weiss came to RLO & Company in June of 2020 as a part-time team member and is currently our Accounting & Tax Support team member and a QuickBooks ProAdvisor. He has previous experience in customer service, shipping and administrative work as a graduate assistant at Carnegie Mellon University, which included scheduling, data entry and recruiting prospective students. Additionally, Stephen has a Master of Music degree and is a classically trained violist and works as a teaching professor of viola at Seton Hill University.