News & Insights

Financial Resolutions for the New Year

Very few things in life are as important as getting your financial house in order. While many New Year’s resolutions dissipate rather quickly, consider making some financial resolutions a priority and you will be one step closer to getting your financial house in order. 1. Write down your most important financial goals: This can be … Continue reading Financial Resolutions for the New Year

Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List

Catherine Azeles, Investment Consultant at Conrad Siegel has been named to the Central Penn Business Journal’s 2020 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Azeles is committed to helping … Continue reading Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List

Conrad Siegel Expands Leadership Team, Names Four New Partners

  Harrisburg, PA – July 29, 2020 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, today announced that Trevor Bare, FSA, David Lytle, FSA, CFA®, James Pyne, and Ashley Wise, FSA, CERA, have been appointed partners at the firm.   Bare, a consulting actuary, began his career at Conrad Siegel in 2006 … Continue reading Conrad Siegel Expands Leadership Team, Names Four New Partners