Brianna serves as an Associate Consultant at Conrad Siegel, where she works closely with clients and is committed to helping individuals and families achieve their financial goals through personalized advice and comprehensive planning. Brianna’s dedication to client service ensure that families receive exceptional care. Additionally, Brianna collaborates with our team to enhance our internal systems and processes, positively affecting our investment management and financial planning operations.
Brianna graduated from Lebanon Valley College with a degree in Analytical Finance. While at school, Brianna was a college athlete and captain of the soccer team – she continues to bring this leadership experience and team-oriented attitude to Conrad Siegel. Through her past work and internship experiences, she developed a passion for connecting with others and realized that she wanted to help individuals and families accomplish their financial goals.
When she’s not supporting our clients, Brianna likes to keep her creative side sharp by tapping into her artistic skills (painting, charcoal drawings, and baking). Her art and creativity impact her work by inspiring her to always look for new and innovative ways to do things. A lover of the outdoors, you might just catch her out at a local trail, ski mountain, or pickle ball court.