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Expertise:
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- Specialist in consulting for defined benefit pension plans, defined contribution
retirement plans and municipal pension plans
- Works with private sector employers and municipal clients
- Special consulting expertise in Other Post Employment Benefits (OPEB) for local
governmental employers, including accounting for these benefits under GASB 43 and
GASB 45
- Proficient in preparing actuarial valuations for corporate and municipal defined
benefit pension plans and defined contribution plans as well as assisting the chief
administrative officer of municipal clients in all areas of retirement plan design,
funding and administration, including compliance with the requirements of Act 205
and Act 600
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Firm Participation:
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- Member, Defined Benefit Committee
- Member, Business Development Committee
- Joined Conrad Siegel Actuaries
in 1996
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Educational background:
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- B.S. degree, actuarial science
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
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