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Expertise:
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- Specialist in group health and welfare benefit plan consulting (including medical,
prescription drug, dental, vision, disability, life, paid-time-off, etc.)
- Works with private sector employers, tax-exempt organizations, large associations,
and Taft-Hartley health and welfare trusts
- Special consulting expertise with school district health trusts
- Proficient in postretirement medical plan valuations under SFAS 106 and
GASB 45,
benefit and claims analysis, health and welfare plan design and funding, reserve
and rate calculations, insurance company rate negotiations, and employee cost-sharing
arrangements
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Firm Participation:
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- Chair, Health and Welfare Committee
- Member, Marketing Committee
- Joined Conrad Siegel Actuaries
in 1996
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Prior Experience:
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- Worked in the pension department of a large actuarial consulting firm in New York
City
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Educational background:
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- B.S. degree, mathematics
Bucknell University
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Affiliations/activities:
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- Fellow of the Society of Actuaries
- Member of American Academy of Actuaries
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