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Expertise:
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- Specialist in consulting for defined benefit pension plans, profit sharing plans,
401(k) plans, supplemental executive retirement plans, money purchase plans, and
municipal pension plans
- Works with private sector employers, tax-exempt organizations, associations, and
municipalities
- Special consulting expertise in new comparability defined contribution retirement
plan arrangements and postretirement medical benefits
- Proficient in preparing actuarial valuations and pension accounting for defined
benefit pension plans, consulting and administrative services for defined contribution
retirement plans, OPEB accounting for postretirement medical plans, and helping
municipalities comply with the requirements of Act 205 and accounting for benefits
required under GASB 25 & 27
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Firm Participation:
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- Joined Conrad Siegel Actuaries
in 1982
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Educational background:
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- B.A. degree in mathematics, summa cum laude
Shippensburg University
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Affiliations/activities:
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- Fellow of the Society of Actuaries
- Member of the American Academy of Actuaries
- President, West Shore Twilight Baseball League (1992-2002)
- Baseball Coach, Camp Hill High School
- Former Secretary & Board Member, Boys & Girls Club of Harrisburg, Inc. (1993-2001)
- Sunday School Teacher & Former Financial Secretary, Camp Hill Church of God
- Member, Alumni Board, Shippensburg University
- Investment Adviser Representative of Conrad Siegel
Investment Advisors, Inc.
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