How would you describe your role/ duties?
Most days I spend my time preparing actuarial valuations and government forms for clients. I also spend a good bit of time helping clients meet their goals for their profit-sharing plans, while making sure they comply with coverage and non-discrimination rules.
What’s your background?
I was born in New York city, lived in a small Amish town in eastern Pennsylvania, and then moved to Pittsburgh.
What are your favorite Podcasts/Books?
I enjoy listing to “This American Life”.
What are your hobbies?
Knitting and gardening
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