Enrolled Actuary (EA, MAAA, FCA) with over 30 years of retirement plan consulting experience across both the public and private sectors. Extensive expertise in statutory and regulatory compliance, assumption setting, and plan design, including hybrid and cash balance plans. Skilled at leading client relationships, translating complex actuarial concepts into clear, actionable insights for non-actuaries, and advising on sustainable retirement design alternatives. Proven ability to bridge technical detail with client understanding, and informed decision-making.
Title: Enrolled Actuary (EA), Member, American Academy of Actuaries (MAAA), Fellow, Conference of Consulting Actuaries (FCA)