Vice President & Principal
Consulting Actuary, Dallas
Steve has 42 years of experience in the actuarial profession. He started his career as an actuarial student with Pacific Mutual Life Insurance Company in 1972 and joined Lewis & Ellis in 1984. Steve has utilized his diverse actuarial experience on behalf of employers, life and health insurers, local governments, auditors, and state and federal agencies in the following areas:
Steve is a Fellow of the Society of Actuaries (1981), a Fellow of the Conference of Consulting Actuaries (1998), a Member of the American Academy of Actuaries (1979), and an Enrolled Actuary (1980). When not serving his clients, Steve is an active volunteer and enjoys pursuing his passion for fine art and portrait photography. Steve has been happily married for the past 43 years. He and his wife have three adult children and one grandchild (so far!).
10/2014 - 10/2017
Elected to and serves on the Society of Actuaries’ Social Insurance and Public Finance section council.
Addressed actuarial students at the University of Texas at Dallas on the topic of "Do You Want to Be an Actuary?"
Wrote the article Nondiscrimination Testing for Group Health Plans, which explains how the eligibility and benefit nondiscrimination rules that previously applied only to self-insured plans will soon apply to insured plans as well. A link to this article was included in the January 21, 2011 issue of the BenefitsLink Health & Welfare Plans newsletter.
Addressed the Texas Municipal League. Steve's speech, entitled "TMRS Funding: A Long-term Perspective", deals with setting funding policy for public retirement systems.
Addressed the Conference of Consulting Actuaries at their Annual Meeting in Tucson, AZ. Steve spoke on "GASB 43/45: Raiders of the Not-So-Lost ARC" (Session 21) with Bonnie Albritton and "Retiree Medical: (Still) In the Trenches" (Session 17).
Addressed the Conference of Consulting Actuaries at their Annual Meeting in Bonita Springs, FL. Steve spoke on "GASB 43/45: In the Trenches", "GASB 43/45: So, What's the Right Answer?", and "Claim Reserving Methods: A Report from the SoA" (with Wesley Campbell). The presentation with Wesley was titled "Comparison of IBNR Methods".
Addressed the Conference of Consulting Actuaries at their Annual Meeting in San Antonio. Steve spoke on "GASB In the Trenches" and "Medicare Advantage Bidding: Dos and Don’ts".