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Expertise:
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- Specialist in retirement plan consulting
- Works with private sector employers, professional corporations, and tax-exempt organizations
- Special consulting expertise in nondiscrimination testing
- Proficient in retirement plan consulting and actuarial valuations for defined benefit
pension plans, consulting and administrative services for defined contribution retirement
plans, government forms preparation, and FASB cost calculations
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Firm Participation:
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- Member, Compliance Committee
- Member, Defined Benefit Committee
- Member, Defined Contribution Committee
- Joined Conrad Siegel Actuaries
in 1990
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Prior Experience:
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- Worked in the group and pension actuarial departments of The Hartford Life Insurance
Company in Simsbury, Connecticut
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Educational background:
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- B.S. degree in mathematics, with distinction
The Pennsylvania State University
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Affiliations/activities:
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- Fellow of the Society of Actuaries
- Member of the American Academy of Actuaries
- Girl Scout Leader, Penn Laurel Girl Scout Council
- Fishing Creek Elementary PTO
- Sunday School Teacher and Youth Group Leader, Fishing Creek Salem United Methodist
Church
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