Heather is an Actuarial Analyst specializing in defined benefit and cash balance plans with a special focus on non-discrimination testing for combo CB/DC plans.
She holds the Qualified 401k Administrator (QKA) credential through the American Society of Pension Actuaries & Administrators (ASPPA) and is working towards becoming an Enrolled Actuary.
Before moving into the pension world, Heather spent twenty-four years in the military. She had a successful career focused on quality assurance and training and was able to travel the world. She brings the integrity, commitment and tenacity she practiced with her troops to her dealings with her team members and clients.
When not leading Scouts, she enjoys collecting seashells, biking and hiking the trails, and planning adventures with her family.