Conrad Siegel
Richard Lavery, MBA, currently serves as a Client Services Associate at Conrad Siegel since February 2023. Previous experience includes roles as a Sales Consultant at Macy's and Men's Wearhouse in 2021, a Summer Intern at IFS Group 1 in 2019, and an Assistant Sales Associate at Jos. A. Bank Clothiers from 2015 to 2019. Richard Lavery holds a Master of Business Administration from Duquesne University, completed in 2022, as well as a Bachelor of Science in Business Administration with a focus on finance from the same institution, attained in 2021. An Associate of Arts in Business Administration and Management was earned at HACC, Central Pennsylvania's Community College from 2016 to 2018.
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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.