Jay Broeg, CFP®
Wealth Management Advisor


InTandem Financial

  • Office 717-257-4976
  • Mobile 717-805-2776

Staff

In a service business, I understand that to offer a high level of service, we need to have great people.  Our organization has taken the time and effort to develop those who serve our clients.  We take great pride in the professional quality of our work.

Our organization encourages the creativity of the individual, but we know that a team effort often produces the best results.  Our support team is the result of high quality people working together as a functional team to accomplish your vision.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Kristy Rosenberger

Kristy Rosenberger

Director of Client Services
Office 717-257-4965

Kristy comes to Broeg Wealth Management Group with a unique customer service prospective. She started her relationship with Northwestern Mutual in 2008 as one of Jay’s clients, affording her the opportunity to relate to our clients as someone who shares in their experience.  Kristy started her career by leading teams and serving others in the role of campus administrator at LCBC Church - Harrisburg.  She joined Broeg Wealth Management Group in May of 2016 and is life, accident and health insurance licensed, and she holds her FINRA 7 & 63 registrations as well. She operates as an extension of Jay and manages client accounts, scheduling, and the application process.

Kristy lives in Lewisberry with her husband, Sheldon, and children, Benjamin and Lilly.  She and Sheldon share an obsession with coffee and BBC period dramas, the Marvel movie franchise, good chocolate, good food and good wine.  When she isn’t serving at LCBC singing on the worship team or leading their women’s ministry, she can be found snuggling with her kiddos and spending quality time with family and friends.

 
Ronald Frey

Ronald Frey, CFP®, CLU®, ChFC®, CAP®

Director of Wealth Management Services
Office 717-920-2581

As the Director of Wealth Management Services for Broeg Wealth Management Group, Ronnie is responsible for plan analysis, portfolio management, and investment operations. Ronnie got his start at Northwestern Mutual through their prestigious internship program in summer of 2012. Following a great and successful experience in the internship program, he was given the opportunity to join Broeg Wealth Management Group after graduating from Messiah College in May 2013, with a Bachelor of Science degree in Business Administration, with a concencration in Finance.

Ronnie earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certifiction, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®) designations. He also holds his Series 7 & 63 registrations.

Ronnie is actively involved at his church, and in Christian Business Men's Fellowship (CBMC). He currently lives in Ephrata with his wife Paige. 

 
Traci Keiffer

Traci Keiffer

Director of Insurance Services
Office 717-257-4962

Traci came to Northwestern Mutual with over eleven years experience in financial services.  As the Associate Financial Representative to Jay Broeg, she brings a strong customer service background that was developed in the banking industry.  Traci is responsible for client account management and scheduling.  Traci holds her Series 6 & 63 registrations.

Traci lives in Dillsburg with her husband Dwayne and their children, Kimberly and Jason.   She enjoys being  involved in the PTO at Northern Elementary School.  The Keiffers attend West Shore Evangelical Free Church where Traci volunteers as an event planner and a leader in the American Heritage Girls Program.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck