Tracy S. Burke, CFP®, ChFC®

Investment Consultant
tracyburke@conradsiegel.com

Tracy is an investment consultant for individual investors and an investment adviser representative for Conrad Siegel Investment Advisors, Inc. He specializes in asset management and financial planning for families including Retirement, Investment, Risk Management, College Savings and Estate Planning. Tracy is proficient in assisting individuals develop financial goals and objectives as well as investment selection, portfolio analysis and monitoring.

Education

B.M. degree from Ithaca College, and M.M. degree from University of North Texas

Affiliations & Activities

• CERTIFIED FINANCIAL PLANNER™ Professional
• Chartered Financial Consultant® Professional
• Resident Member of Derry Township Board of Education Policy Committee
• Member of the Financial Planning Association
• Member of the Estate Planning Council of Central Pennsylvania, Inc.