In her role, Ali dedicates herself to providing exceptional client service to everyone that we work with. It’s this dedication to providing an incredible experience for our clients that makes her perfect for the Client Relationship Specialist position. Day-to-day, you’ll find Ali as one of the main points of contact for our wealth management clients. Whether it’s assisting with the development of financial plans or overseeing investment reports, Ali is in the trenches, working with clients and answering all of their questions.
Ali brings over a decade of financial industry experience to the firm. The experience she’s gained throughout her career has proven to be a tremendous asset to the Conrad Siegel team. Her work in the industry has led to a passion for helping people and specifically helping people reach their financial goals.
When she’s done working alongside our team, you’ll find Ali cheering on her team as the biggest fan at all of her kids’ activities. Ali, her husband, and their three children live in Middletown, PA. Outside of the office she loves spending time with family and staying active – paddleboarding, exercising, and cooking. You might even run into her at the beach each summer.