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Expertise:
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- Specialist in retirement plan consulting and Other Post Employment Benefits (OPEB)
- Works with private sector employers, tax-exempt organizations, school districts
and governmental entities
- Special consulting expertise in GASB 45 implementation and valuation, merger and
acquisition transactions, and nondiscrimination testing
- Proficient in retirement plan consulting and actuarial valuations for defined benefit
pension plans, consulting and administrative services for profit sharing plans,
401(k) plans, daily valuation recordkeeping, and supplemental retirement plans for
executives
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Firm Participation:
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- Member, Defined Contribution Committee
- Joined Conrad Siegel Actuaries
in 1988
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Educational background:
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- B.S. degree, mathematics
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
- Board of Directors, Palmyra Area School District
- Coaches youth sports including baseball and soccer
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