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Expertise:
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- Specialist in retirement plan consulting and administrative services for defined
contribution retirement plans, such as 401(k), 403(b) and profit sharing plans
- Works with private sector employers, tax-exempt organizations and individuals
- Special consulting expertise in daily valuation recordkeeping
- Proficient in developing and coordinating employee communications and providing
investment education programs
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Firm Participation:
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- Joined Conrad Siegel Actuaries
in 1995
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Educational background:
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- B.S. degree, marketing, magna cum laude
Messiah College
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Affiliations/activities:
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- Certified Employee Benefit Specialist
- Board Member, Central PA Chapter, International Society of Certified Employee Benefit
Specialists
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