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Expertise:
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- Specialist in consulting for defined benefit pension plans, defined contribution
retirement plans, municipal pension plans and investment advisory services for retirement
plans
- Works with private sector clients, tax-exempt organizations, and municipalities
- Special consulting expertise in Other Post Employment Benefits (OPEB)
- Proficient in preparing actuarial valuations for defined benefit pension plans,
consulting and administrative services for defined contribution retirement plans,
and helping municipalities comply with the requirements of Act 205 and Act 600 as
well as governmental entities with accounting for benefits under GASB 43 and GASB
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Firm Participation:
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- Member, Management Committee
- Member, Human Resources Committee
- Joined Conrad Siegel Actuaries
in 1983
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Educational background:
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- B.S. degree, actuarial science
Lebanon Valley College
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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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