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Expertise:
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- Specialist in retirement plan consulting
- Works with private sector employers, tax-exempt organizations, school districts
and municipalities
- Special consulting expertise in Other Postemployment Benefits (OPEB) plan valuations
under SFAS 106 and GASB 45
- Proficient in actuarial valuations for qualified and nonqualified retirement plans,
supplemental executive retirement plans, and postretirement medical and life insurance
plans
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Firm Participation:
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- Member, Other Postemployment Benefits (OPEB) Committee
- Joined Conrad Siegel Actuaries
in 1998
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Prior Experience:
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- Worked in the actuarial department of medium-sized life insurance company in Rockville,
MD.
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Educational background:
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- B.S. degree with high honors in mathematics, magna cum laude
College of William and Mary
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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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