Harrisburg, PA – September 10, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, welcomes Jennifer Becker to its team. As Communications Manager, she will oversee plan participant education and oversee education for retirement plan clients and their employees to improve financial wellness.
With over 15 years of experience in finance, her specialty lies in analyzing consumer behavior insights to develop effective communications. At Conrad Siegel, Becker will play a major role in developing clear communication strategies and identify opportunities to improve participant communication, giving plan participants the tools needed to achieve their financial goals. Before joining Conrad Siegel, Becker was a Marketing and Communications Manager with PSECU. She earned her Bachelor of Arts in Corporate Communications from Elizabethtown College.
“We are committed to continuously improving the plan participant experience and helping employers effectively communicate the value of their benefit plan to employees,” shared Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel. “By bringing on Jenn and creating the Communications Manager role, we look forward to expanding participant communication for our clients. Jenn’s strong background in marketing and communications, along with her commitment to building strong relationships, make her an excellent fit here and we are excited to welcome her to the team.”
Becker is Conrad Siegel’s third hire of 2018 as the firm continues to grow in Harrisburg, Pa. and Lancaster, Pa. This year, Conrad Siegel achieved an industry milestone, surpassing five billion in assets under management.*
For more information on Conrad Siegel, please visit https://conradsiegel.com.
About Conrad Siegel
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Harrisburg, Pa. that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers independent, fee-based services backed by careful attention to detail. Its investment advisors are independent of any financial institution and do not receive commissions, positioning them to make recommendations in their clients’ best interests. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs. For more information, please visit https://www.conradsiegel.com/.
Investment Advisory Disclosure
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration of an investment adviser does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. CSIA and its representatives are in compliance with the current notice filing registration requirements imposed upon investment advisors by those states in which CSIA maintains clients. CSIA may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by CSIA with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state that the client resides.
*Conrad Siegel surpassed five billion dollars in AUM on June 30, 2018.