Our Team

David S. Boomershine; EA, MAAA, MSPA, FCA
Senior Consulting Actuary and President

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410-418-5567 


dave_website2.jpgAs Senior Actuary and President of Boomershine Consulting Group, Dave has primary responsibilities for delivering consulting services and providing strategic retirement and health and welfare consulting solutions to clients.

Dave's business background includes more than 35 years of experience with major national employee benefit consulting firms in senior positions.  He specializes in helping clients design, administer, fund and communicate employee benefit plans and has worked with all sizes of employers in the public and private sector, as well as non-profit organizations.  He has extensive experience in analyzing, re-designing and developing solutions for retirement and other benefit programs.

Dave has spoken on a broad range of retirement topics in numerous forums including regional and national conferences and seminars, the International Foundation of Employee Benefit Plans (IFEBP), the Government Finance Officers Association (GFOA), the Davenport GASB conference, the Mid Atlantic Plan Sponsors Annual Conference and the Worldwide Employee Benefits (WEB) Network.  He has also been interviewed on radio numerous times concerning current public sector retirement plan issues.

 

He is an Enrolled Actuary (EA), a member of the American Academy of Actuaries (MAAA), a member of the American Society of Pension Professionals and Actuaries (MSPA), a Fellow in the Conference of Consulting Actuaries (FCA) and a member of the National Retirement and Savings Committee of the American Benefits Council.

 

Mr. Boomershine earned a BA in Mathematics, with concentrations in Business Administration, Economics and Computer Science from Shippensburg University.


Gregory M Stump, FSA, EA, MAAA, FCA 

Vice President and Senior Actuary 

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410-418-5591

Gregory M StumpGreg Stump is Vice President and Senior Actuary at Boomershine Consulting Group.  Greg is an experienced pension actuary, specializing in public sector defined benefit and retiree healthcare plans.  He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. 

During his career, Greg has worked with a variety of pension and retiree healthcare plans, both public and private, throughout the United States.  In recent years, he has worked with some of the largest and most complex public plans in the nation, as well as numerous cities, towns, counties, and special governmental entities.  His corporate pension experience includes work with a number of multi-billion dollar pension funds.  His recent work has focused on pension cost projections and the risks faced by public plans.  He has helped a number of governmental plans in their development and refinement of funding policy and benefit design efforts.  

 Greg is also a frequent speaker at national and regional public pension conferences.  He earned a BS in Mathematics from Indiana University of Pennsylvania, graduating Summa Cum Laude in 1993.

 


Marshal Banks

Senior Consultant

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410-418-5355

 

Marshal BanksMarshal has over 19 years experience in various aspects of defined benefit retirement services, including data maintenance, reconciliation and update, benefit calculations, benefit statements and government filings.  He also has a wide range of knowledge about Medicare Part D from completing the required testing, interacting with the website to requesting of the subsidy and the fiscal recommendations.  He has completed these tasks for over 50 different clients ranging in retiree population size from 10 to over 5,000.  He has attended the various RDS sponsored seminars in Dallas, Baltimore and Boston.  He also provides retiree medical administrative services.

In addition he uses his background to help clients with automating the various tasks related to pension plan administration. 

Mr. Banks earned a BS in Actuarial Science from Towson State University.

 


Sunita Bhatia, EA, ASA, MAAA, ACA
Senior Consultant/Actuary

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410-418-5529

 

sunita_website2.jpgSunita has over 18 years of experience working with retirement plans, with a concentration on defined benefit plans.  This experience includes assisting clients with the various aspects of their plans and interacting with the clients’ boards and committees, as well as their employees.  She has been involved in performing funding and FAS 87 valuations, FAS 158 and PPA 2006 calculations, regulatory compliance and discrimination testing. She has also been involved in Plan design and implementation of new retirement programs, and has assisted clients in analyzing and modifying their total benefit programs. 

Ms. Bhatia earned a MS in Mathematics from the University of Maryland, Baltimore County and is an Enrolled Actuary, Associate of the Society of Actuaries and a Member of the American Academy of Actuaries.

 


Kelly Carver

Senior Consultant

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410-418-4669

 

Kelly Carver Kelly has been a consultant in the retirement plans field for more than 20 years.  The majority of her experience has been with medium sized pension plans of regional hospital systems sponsoring cash balance plans.  As a senior consultant, she is the primary contact for clients and is responsible for overseeing all aspects of annual defined benefit services, including funding and accounting valuations, government form filings, and plan administration

 

In addition to overseeing the annual services, Kelly consults with clients regarding regulatory issues, plan design and implementation, plan termination and plan de-risking.


Ms. Carver earned a BS in Mathematical Sciences from The Johns Hopkins University. 

 


Debbie Alexander

Office Manager
dalexander@boomershineconsulting.com
410-418-5525

 

 

 


Kate Boomershine
Communications Consultant 

kboomershine@boomershineconsulting.com

410-418-5589

 

katewebsite2.jpgAs a Communications Consultant, Kate is the Project Manager for our Total Compensation Statements Division.  She previously worked at a major international benefit consulting firm and has experience creating and producing a wide variety of customized benefit statements for small organizations as well as Fortune 100 Companies.  She also provides actuarial analyst and retirement plan administration services for the BCG Team.

 

Kate graduated from The College of William and Mary and is currently studying for her CEBS Certification from the International Foundation of Employee Benefit Plans.

 


Mary C. Johnson
Consultant

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410-418-5509

 

Mary C. JohnsonMary C. Johnson has 13 years of experience in the retirement plans field.  She has designed and programmed benefit calculation software. Mary’s responsibilities include client data reconciliation, preparation of benefit statements, benefit calculations and government forms filings. She also has experience in preparing annual FAS and Valuation reports. Ms. Johnson has a BS in Mathematical Sciences from Towson University.

 

 

 


Darlene A. Morgan, CEBS
Consultant
 

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410-418-5553

 

Darlene A. MorganDarlene Morgan has over 30 years experience in various aspects of defined benefit retirement services, including data maintenance, reconciliation, and update, benefit calculations, benefit statements, actuarial valuations, and government filings.  Darlene has earned the Certified Employee Benefit Specialist (CEBS) designation and is a member of the International Society of Certified Employee Benefit Specialists.

 

 

 

 


Erika Richardson

Actuarial Analyst

erichardson@boomershineconsulting.com

410-418-5622

 

As an actuarial analyst, Erika supports the entire team at Boomershine Consulting Group.  She regularly manages client databases, produces benefit statements and prepares forms for government filings, all with the focus on personal service to each client.

 

Erika graduated from Towson University with a degree in Mathematics, with a concentration in Actuarial Science and a minor in Finance.  Erika has completed two VEE Courses,  passed the FM Exam, Financial Mathematics, the P Exam, Probability Theory and the MFE exam, Models for Financial Economics and is continuing to work on progressing through the Society of Actuaries professional exam curriculum.

    


Kevin Strauch

Actuarial Analyst

kstrauch@boomershineconsulting.com

410-418-5546

 

 

kevin_s.jpgAs an actuarial analyst, Kevin supports the entire team at Boomershine Consulting Group. He regularly completes post employment benefit calculations, manages client databases, produces benefit statements and prepares forms for government filings, all with the focus on personal service to each client.

 

Kevin graduated from Eastern University with a degree in Mathematics and Secondary Education. Kevin passed the FM Exam, Financial Mathematics and the P Exam, Probability Theory and is continuing to work on progressing through the Society of Actuaries professional exam curriculum.