Conrad Siegel Actuaries Appoints New Partner
On: July 23, 2015 Filed Under: Member News
Conrad Siegel Actuaries, delivering comprehensive employee benefits services, announced today that Tracy Burke has been promoted to a partner at the firm.
Burke is an investment consultant for individual investors and an investment adviser representative for Conrad Siegel Investment Advisors, Inc, a wholly-owned subsidiary of Conrad Siegel Actuaries. He specializes in asset management and financial planning for families including retirement, investment, risk management, college savings and estate planning. Burke is proficient in assisting individuals in developing financial goals and objectives as well as investment selection, portfolio analysis and monitoring.
“Tracy has built a great relationship with his clients and is a trusted advisor who many turn to for his investment and savings expertise,” said Tara Mashack-Behney, Partner and President of Conrad Siegel Investment Advisors. “He is constantly developing unique business development ideas that have been instrumental in growing the firm’s individual investor division. As partner, we look forward to Tracy’s continued success and dedication to growing our business.”
Burke is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA) and is a graduate of Leadership Harrisburg. Burke is frequently called upon by regional and national media outlets including WITF Smart Talk Radio, The Patriot News, Central Penn Business Journal, Wall Street Journal, Kiplinger’s Personal Finance and Money Magazine to share insights on financial planning.
For more information on Burke or Conrad Siegel’s individual investor services, please visit www.conradsiegelinvestmentadvisors.com.
About Conrad Siegel
Conrad Siegel Actuaries is one of the largest and most respected employee benefits firms in the Mid-Atlantic region. Recognized as both an industry leader and a trusted advisor, the firm stands apart by offering independent, fee-based services backed by careful attention to detail. Conrad Siegel partners with its clients to offer a comprehensive source for all employee benefit needs. For more information, please visit www.conradsiegel.com.