Specialized Services

Our Approach

PFM is committed to meeting the varied needs of our client base, no matter their size or situation. That commitment means bringing our expertise to bear on behalf of clients through a broad array of capabilities designed specifically for institutions and the public sector.

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Our Solutions






Meet Our People

Name
Position
Location
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Amy Otten
Client Services Senior Analyst
Philadelphia
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
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