Brianna serves as a Client Relationship Specialist at Conrad Siegel, delivering exceptional customer service to our wealth management clients. Her work significantly enhances the experience of the families we work with through the personalized care she provides for each client, often as their day-to-day contact. 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 to our team each day. 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 and charcoal drawings). Her art and creativity impacts 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 Brianna out at a local park, ski mountain, or hiking trail.