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Expertise:
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- Specialist in retirement plan consulting, administration and employee communication
for daily valuation plans as well as investment advisory services for retirement
plans
- Works with private sector employers and tax-exempt organizations
- Proficient in plan design and recordkeeping for profit sharing plans, ESOPs, 403(b)
and 401(k) plans
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Firm Participation:
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- Member, Business Development Committee
- Joined Conrad Siegel Actuaries
in 1997
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Prior Experience:
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- Developed daily valuation practice at a benefit consulting firm in southern California
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Educational background:
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- B.S. degree, electrical engineering, cum laude
University of Akron
- Graduate Study in business
San Diego State University
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Affiliations/activities:
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- Associate of the Society of Actuaries
- Certified Pension Consultant, American Society of Pension Actuaries
- Advisory Board, Charles Schwab Plan Administrator Services
- Local youth and church organizations
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