Education
B.S., Economics, Dickinson College

Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Financial Consultant® Professional

Affiliations and Awards
Phi Beta Kappa, Dickinson College
Leadership Harrisburg Area, Graduate
Junior Achievement Volunteer
United Way of the Capital Region Investment Committee member
2014 Recipient of Employee Benefit Adviser’s “The Most Influential Women in Benefit Advising” Award
2014 Recipient of Central Penn Business Journal’s “Women of Influence” Award
2018 Financial Times 401 Top Retirement Advisers
2019 Central Penn Business Journal’s Circle of Excellence
2019 Financial Times 401 Top Retirement Advisers
Association of Independent Colleges and Universities of Pennsylvania
Frequent speaker on the topic of women and investing, focusing on the unique investment challenges women face

Office Location

501 Corporate Circle
Harrisburg, PA 17110-0900
717-652-5633

Tara Mashack-Behney, CFP®, ChFC®

Partner & President of Investment Advisory Services

 

As the president of Conrad Siegel’s Investment Advisory Services, Tara oversees the firm’s investment consulting for all types of retirement plans including defined benefit pension plans and defined contribution retirement plans. Through Tara’s guidance, Conrad Siegel’s Investment line has grown to more than $5.8 Billion in assets under management over the last 17 years. Tara specializes in fiduciary oversight that includes Investment Policy Statement development, investment reporting & documentation, and fee analysis.

Investments and finance had an early influence on Tara where she learned about stocks & bonds from her grandfather, and saw her parents invest for her college education at an early age. Inspired by their example, Tara began her professional career in banking where she learned the value of relationships and their impact on both personal and professional success.

Guided by these principles, Tara has excelled at creating long-term relationships with those she works with, striving to provide investment advice that is always in the client’s best interest. To no surprise, relationships are also most important to Tara outside of the office where she can be found spending time with her family. Over the years, she has taken a more active role in being a volunteer for Junior Achievement where she is helping to inspire and prepare young people to succeed.

 

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