Education
B.S., Economics, Villanova University’s School of Business

Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Financial Consultant® Professional

Affiliations and Awards

Board of Directors, Financial Planning Association of Central Pennsylvania
Member of the National Association of Personal Financial Advisors
President, Hershey Symphony Orchestra Foundation
Leadership Lancaster – Core Class 2018
United Disability Services Foundation
Boy Scouts of America

Office Location

201 Granite Run Drive
Lancaster, PA 17601
717-727-7500

Brooke Petersen, CFP®, ChFC®

Investment Consultant

 

Brooke is an investment consultant specializing in asset management and financial planning for individuals and families. He works one-on-one with each client to develop custom plans that help them achieve their goals such as retirement, investment allocation, risk management, college savings, and estate planning.

Prior to joining Conrad Siegel, Brooke spent more than a decade with JP Morgan’s Asset Management division in New York City, where he rose to Vice President managing fixed income portfolios.  His career path eventually brought him to central Pennsylvania as a financial advisor for Merrill Lynch. He discovered a special niche as he excelled in his role, working mostly with high net worth individuals.

Brooke has written articles for The Central Pennsylvania Business Journal, LancasterOnline, Lancaster County Magazine, and has been featured in The Wall Street Journal.

When Brooke isn’t analyzing investment portfolios, you’ll likely find him spending time analyzing a portfolio of homework and sports with his wife Laurie and their 3 boys. True to central Pennsylvania life, they relish a day at Hersheypark, and going on beach vacations over summer break. Brooke is active in his sons’ extracurricular activities which include soccer, Boy Scouts, dance, and musical theatre. Also active in his community, Brooke generously gives his time to the Hershey Symphony Orchestra Foundation, United Disability Services Foundation, and Boy Scouts.

Go to Conrad Siegel’s Investment site

 

 

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