Conrad Siegel Investment Advisors Accelerates Growth Through New Lancaster Office

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Investment Advisory Firm Hires Financial Planning Expert Brooke Petersen to Lead Expansion Efforts

Brooke Petersen, an Investment Consultant with Conrad Siegel Investment Advisors, will lead the Lancaster office expansion effort.

We are excited to become a part of the Lancaster community, and to share our expertise with individuals and businesses.

Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, is proud to announce the opening of its new Lancaster office. Brooke Petersen, an Investment Consultant with Conrad Siegel Investment Advisors, will lead the Lancaster office expansion effort.

Headquartered in Harrisburg, Pa., Conrad Siegel Investment Advisors specializes in investment and retirement services. The Lancaster office, located at 201 Granite Run Drive, will be the firm’s second office and will provide services to Lancaster-area clients of both Conrad Siegel Investment Advisors and Conrad Siegel Actuaries.

“Conrad Siegel Investment Advisors has been providing investment advice and financial planning services to retirement plans, individual investors, and organizations for nearly 15 years,” said Tara Mashack-Behney, Partner and President of Conrad Siegel Investment Advisors. “We are excited to become a part of the Lancaster community, and to share our expertise with individuals and businesses. A physical presence in Lancaster will allow us to be even more involved in the community and to better serve our Lancaster clients.”

Bringing two decades of financial services experience with individual and corporate clients, Petersen is an ideal candidate to lead Conrad Siegel Investment Advisors’ expansion into Lancaster. In his new role, Petersen will serve individual investors through asset management and financial planning, including retirement, investment, college savings, and estate planning.

Prior to joining Conrad Siegel Investment Advisors, Petersen served as Vice President of Merrill Lynch, where he created financial solutions to meet individual clients’ goals and objectives. Petersen was also employed by JPMorgan Asset Management, serving as a Vice President in the Fixed Income Department, where he managed corporate bond portfolios and maintained client relationships.

“Having the right leadership is key to sustainable business growth,” said Tracy Burke, Partner and Investment Consultant at Conrad Siegel Investment Advisors. “Brooke is a smart, forward-thinking investment expert with incredible success in the financial planning field. We have great faith in his ability to lead our Lancaster office and are thrilled to welcome him to the Conrad Siegel team.”

Petersen received his Bachelor of Science in Economics, Cum Laude, from Villanova University and he is an active member of Hershey Rotary, Hershey Soccer Club and Cub Scouts.

About Conrad Siegel Investment Advisors, Inc.
Conrad Siegel Investment Advisors, Inc. is a wholly owned subsidiary of Conrad Siegel Actuaries, one of the largest and most respected employee benefit firms in the mid-Atlantic region and the recipient of the 2015 Best-in-Retirement-Business IMPACT Award™ by Charles Schwab & Co., Inc. Conrad Siegel Investment Advisors, Inc. provides independent investment advisory services to retirement plans and high net worth individuals. They are independent of any financial institution and do not receive commissions, therefore allowing them to make recommendations in their clients’ best interests. For more information, please visit http://www.conradsiegelinvestmentadvisors.com.

Conrad Siegel Actuaries and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Conrad Siegel Actuaries. The Best-in-Retirement Business IMPACT Award™, part of Schwab’s IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to Conrad Siegel Actuaries with respect to its investment advisory and other services.

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Amanda Ratner
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