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Expertise:
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- Specialist in investment consulting for all types of retirement plans including
defined benefit pension plans, defined contribution retirement plans, and 403(b)
plans
- Works with private sector employers, tax-exempt organizations, large associations,
and foundations
- Proficient in setting investment policy statement objectives and guidelines, investment
selection, portfolio analysis and performance evaluation, monitoring and reporting,
and employee education
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Firm Participation:
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- Chair, Investment Committee
- Member, Marketing Committee
- Joined Conrad Siegel Investment
Advisors, Inc. in 2002
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Prior Experience:
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- Worked in the trust department of a central Pennsylvania financial institution
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Educational background:
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- B.S. degree, economics
Dickinson College
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Affiliations/activities:
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- CERTIFIED FINANCIAL PLANNER™ Professional
- Phi Beta Kappa, Dickinson College
- Society of Financial Services Professionals
- Investment Adviser Representative of Conrad Siegel
Investment Advisors, Inc.
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