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Tag Archives: financial planning

A Conversation With: Christopher Cassel

Christopher Cassel, 37, has spent more than 15 years in wealth management and public accounting, with experience in financial planning, investment management, corporate retirement plan consulting and business succession planning. He joined Harrisburg-based Sevenbridge Financial Group earlier this year as a senior wealth adviser.

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Firm builds tools to ease financial worry

Managers at Conrad Siegel looked at personal-finance statistics from a variety of sources and figured there must be a better way to help clients and their employees plan for a secure future. So the Harrisburg-based employee-benefit and investment-advisory firm set about to create online planning tools that would take at least some of the mystery, as well as the stress, out of financial planning.

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