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Experience
- Conducting actuarial valuations required for both funding and expense purposes for corporate and public pension and OPEB plans
- Providing actuarial services required under ASC 715-20, 715-30, 715-60
- Preparing OPEB valuations as required under GASB 74/75
- Preparing financial statement disclosures as required under GASB 67/68
- Conducting nondiscrimination testing for defined benefit plans
- Administering plans, including preparing benefit certifications, filing annual returns with regulatory agencies, and reviewing plan amendments
- Assisting plan sponsors with plan design strategies and cost saving initiatives such as lump sum windows, plan freezes, and plan terminations
Professional Designations
- Pursuing Associate designation, Society of Actuaries
- Pursuing Enrolled Actuary designation, Society of Actuaries
Education
- B.S. Mathematics, University of Houston
