Conrad Siegel
Ali Bircher is an experienced professional in client relationship management and operations within the financial services industry, starting a career in 2012. Currently serving as a Client Relationship Specialist at Conrad Siegel since April 2022, Ali has previously held positions including Strategic Engagement Coordinator at Conte Wealth Advisors, LLC, and Assistant Bond Manager at Keystone Insurers Group. At River Wealth Advisors, notable roles included Client Relationship Manager and Operations Administrator/Marketing Coordinator, where responsibilities encompassed practice development, client onboarding, and marketing support. Earlier experience as a Client Service Manager at Wealth Management emphasized excellent customer service and client relations. Ali holds education credentials from Central Penn College and Cumberland Valley High School.
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Conrad Siegel
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers unbiased, fee-based services backed by careful attention to detail. Its investment advisors are independent of any external financial institution and do not receive commissions, allowing them to make objective recommendations in their clients’ best interests and beyond the influence of competing financial incentives. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs. 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. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.