Denise McMaster

Retirement Assistant at Conrad Siegel

Denise McMaster is a skilled professional with diverse experience in customer service, financial management, and tutoring. Currently serving as a Retirement Assistant at Conrad Siegel since January 2023, McMaster previously held various positions including Ice Cream Staff and Shift Leader at Dairy Queen, where responsibilities included task delegation and employee training. Additional roles include Bartender at "The Bus" Brewhouse and a Wealth Management Intern at RKL Wealth Management LLC, where McMaster gained valuable insights into financial planning and client service. McMaster's academic background includes a Bachelor of Arts in Economics from Lebanon Valley College, complemented by experience as a Peer Writing Tutor, where support was provided to students in improving their writing skills.

Location

Walker, United States

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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.


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Employees

51-200

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