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Expertise:
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- Specialist in providing consulting services in the areas of plan benefit design
and administration for all types of retirement and health and welfare plans for
prospective clients
- Special consulting expertise in financial planning
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Firm Participation:
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- Joined Conrad Siegel Actuaries
in 1997
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Prior Experience:
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- Administered one of the largest multiple-employer health care plans in the country.
Worked as an employee benefit consultant for a major consulting firm with offices
in Canada and the United States.
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Educational background:
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- B.S. degree in political science
Elizabeth College
- M.B.A. degree
The Pennsylvania State University
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Affiliations/activities:
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- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Employee Benefit Specialist
- Vice President, Board of Trustees, Dauphin County Library System
- Investment Adviser Representative of Conrad Siegel
Investment Advisors, Inc.
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