Directory Results

Name Position Location Expertise
Karlos Allen
allenka@pfm.com
713.848.6420
Director
PFM Financial Advisors LLC
Houston state-local-governments, k-12-schools, higher-education, financial-advisory, alternative-finance
Raul Ardelean
ardeleanr@pfm.com
312.523.2471
Senior Managing Consultant
PFM Financial Advisors LLC
Northfield financial-advisory, healthcare
Jeremy Bass
bassj@pfm.com
617.502.5644
Managing Director
PFM Financial Advisors LLC
Boston healthcare, higher-education
Randall Bauer
bauerr@pfm.com
515.724.5723
Director
PFM Group Consulting LLC
Des Moines state-local-governments, consulting, alternative-finance
Monique Prado Berke
berkem@pfm.com
215.557.1275
Chief Administrative Officer
PFM
Michael Berwanger
berwangerm@pfm.com
213.415.1624
Managing Director
PFM Financial Advisors LLC
Los Angeles environmental-utilities, public-power, state-local-governments, financial-advisory
Rahul Bhavsar
bhavsarr@pfm.com
571.527.5127
Analyst
PFM Financial Advisors LLC
Arlington public-power, environmental-utilities, financial-advisory
Zainab Bilal
bilalz@pfm.com
215.557.1409
Senior Analyst
PFM Financial Advisors LLC
Boston healthcare, financial-advisory
Kari L. Blanchett
blanchettk@pfm.com
734.794.2523
Managing Director
PFM Financial Advisors LLC
Ann Arbor higher-education, state-local-governments, k-12-schools, financial-advisory
Chloe Bohm
bohmc@pfm.com
717.576.3950
Senior Managing Consultant
PFM Group Consulting LLC
Philadelphia state-local-governments, consulting
Ryan Borgstrom
Borgstromr@pfm.com
312.523.2455
Senior Analyst
PFM Financial Advisors LLC
Chicago transportation, state-local-governments, financial-advisory
Florien Bouwmeester
bouwmeesterf@pfm.com
646.561.0736
Director
PFM Financial Advisors LLC
New York financial-advisory, healthcare
Samantha Brandt
brandtsa@pfm.com
215.557.1245
Senior Analyst
PFM Group Consulting LLC
Philadelphia state-local-governments, consulting
Joseph Breen
breenj@pfm.com
215.557.1216
Senior Analyst
PFM Financial Advisors LLC
Philadelphia financial-advisory, higher-education, state-local-governments, transportation
Albert Brown
browna@pfm.com
901.682.8356
Senior Analyst
PFM Financial Advisors LLC
Memphis state-local-governments, financial-advisory
Duncan Brown
brownd@pfm.com
503.837.8445
206.858.5367
Director
PFM Financial Advisors LLC
Portland k-12-schools, state-local-governments, financial-advisory, environmental-utilities
Eric Brown
browne@pfm.com
571.527.5123
Managing Director
PFM Financial Advisors LLC
Arlington environmental-utilities, public-power, financial-advisory
Carolyn Bruch
bruchc@pfm.com
609.800.2985
Director
PFM Financial Advisors LLC
Princeton public-power
Joe Buckshon
buckshonj@pfm.com
(267) 990.9105
Senior Managing Consultant
PFM Group Consulting LLC
Philadelphia real-estate, state-local-governments, consulting
Jon Burmeister, CFA
burmeisterj@pfm.com
515.724.5724
Managing Director
PFM Financial Advisors LLC
Des Moines k-12-schools, state-local-governments, financial-advisory
Gregory C. Butler
butlerg@pfm.com
571.527.5133
Director
PFM Group Consulting LLC
Arlington state-local-governments, consulting
Ricardo Callender
callenderr@pfm.com
901.466.4556
Director
PFM Financial Advisors LLC
Memphis
James Carbone
carbonej@pfm.com
213.415.1630
Senior Managing Consultant
PFM Financial Advisors LLC
Los Angeles state-local-governments, public-power, financial-advisory
Scott Carlson
carlsons@pfm.com
312.523.2442
Director
PFM Financial Advisors LLC
Chicago financial-advisory, transportation
Brian Carter
carterb@pfm.com
215.814.1962
Managing Director
PFM Financial Advisors LLC
Philadelphia higher-education, healthcare, financial-advisory, charitable-institutions
JoAnne Carter
carterj@pfm.com
571.527.5140
Managing Director
PFM Financial Advisors LLC
Arlington state-local-governments, transportation, financial-advisory
Vivian Carvalho
carvalhov@pfm.com
407.723.5900
District Manager
PFM Group Consulting LLC
Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting, charitable-institutions
Bill Case
casew@pfm.com
727.515.5292
Managing Director
PFM Financial Advisors LLC
transportation, financial-advisory
Heather Casperson
caspersonh@pfm.com
612.371.3753
Senior Managing Consultant
PFM Financial Advisors LLC
Minneapolis state-local-governments, k-12-schools, financial-advisory, higher-education
Lorraine Cedeno
cedenol@pfm.com
212.809.4212
Managing Associate
PFM Financial Advisors LLC
New York higher-education, transportation, financial-advisory
Samantha Chin
chins@pfm.com
215.557.1295
Analyst
PFM Financial Advisors LLC
Philadelphia state-local-governments, financial-advisory
Christine Choi
choic@pfm.com
415.982.5544
Managing Director
PFM Financial Advisors LLC
San Francisco state-local-governments, transportation, financial-advisory, alternative-finance
Kristy H. Choi
choik@pfm.com
571.527.5138
Director
PFM Financial Advisors LLC
Arlington state-local-governments, transportation, financial-advisory
J. Craig Cleaveland
cleavelandc@pfm.com
Chief System Architect
PFM Solutions LLC
Philadelphia financial-modeling
Ryan Conway
conwayr@pfm.com
Managing Director
PFM Financial Advisors LLC
Charlotte higher-education
John Crotty
crottyj@pfm.com
215.557.1410
Director
PFM Financial Advisors LLC
Philadelphia state-local-governments, specialized-services, higher-education, financial-advisory
Jacob Cusatis
cusatisj@pfm.com
215.557.1474
Analyst
PFM Swap Advisors LLC
specialized-services, financial-modeling, state-local-governments, higher-education, public-power
Joe DaBreo
dabreoj@pfm.com
617.502.5653
Director
PFM Financial Advisors LLC
Boston financial-advisory, higher-education
Lee Davidow
davidowl@pfm.com
215.557.1423
Senior Managing Consultant
PFM Financial Advisors LLC
Philadelphia financial-advisory
Dale E. Deis
deisd@pfm.com
734.794.2521
Senior Managing Consultant
PFM Financial Advisors LLC
Ann Arbor state-local-governments, financial-advisory
Michael Dennis
dennism@pfm.com
407.406.5758
Senior Managing Consultant
PFM Financial Advisors LLC
Orlando financial-advisory, special-district-management, state-local-governments
Kevin Dowling
dowlingk@pfm.com
440.863.5821
Senior Managing Consultant
PFM Financial Advisors LLC
Cleveland financial-advisory
Jamie Doyle
doylej@pfm.com
717.231.6266
Managing Director
PFM Financial Advisors LLC
Harrisburg state-local-governments, k-12-schools, financial-advisory
Daniel Duggan
duggand@pfm.com
612.371.3721
Analyst
PFM Financial Advisors LLC
Minneapolis state-local-governments, state-revolving-funds, financial-advisory
Matthew Eisel
eiselm@pfm.com
571.527.5126
Managing Director
PFM Financial Advisors LLC
state-local-governments, higher-education, healthcare
Andrew Estrada
estradaa@pfm.com
6175025659
Senior Managing Consultant
PFM Financial Advisors LLC
Boston financial-advisory
Independent Board Member
PFM
Todd Fraizer, CFA
fraizert@pfm.com
704.319.7921
Managing Director
PFM Financial Advisors LLC
Charlotte financial-advisory
John Frey
freyj@pfm.com
717.231.6267
Director
PFM Financial Advisors LLC
Harrisburg state-local-governments, k-12-schools, financial-advisory
Sarah Frey
freys@pfm.com
571.527.5124
Director
PFM Financial Advisors LLC
Arlington state-local-governments, environmental-utilities, financial-advisory
Jane Gaarlandt
gaarlandtj@pfm.com
407.723.5900
District Manager
PFM Group Consulting LLC
Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting
Brian Gallucci
galluccib@pfm.com
415.982.5544
Managing Director
PFM Financial Advisors LLC
San Francisco transportation, financial-advisory
Susanne Gerlach
gerlachs@pfm.com
515.724.5734
Managing Director
PFM Financial Advisors LLC
Des Moines state-local-governments, k-12-schools, financial-advisory
Jennifer Glasgow
glasgowj@pfm.com
407.723.5900
Chief District Accountant
PFM Group Consulting LLC
Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting
Rebecca Perry-Glickstein
perry-glicksteinr@pfm.com
215.557.1457
Director
PFM Financial Advisors LLC
Philadelphia state-local-governments, financial-advisory
Jay Glover
gloverj@pfm.com
407.406.5760
Managing Director
PFM Financial Advisors LLC
Orlando state-local-governments, k-12-schools, financial-advisory
David Gonzalez
gonzalezd@pfm.com
210.563.1662
Director
PFM Financial Advisors LLC
San Antonio financial-advisory, state-local-governments, k-12-schools, higher-education
Sarah Good
goods@pfm.com
215.557.1456
Senior Analyst
PFM Financial Advisors LLC
New York financial-advisory
Stephanie Gotfried
gotfrieds@pfm.com
215.557.1475
Analyst
PFM Group Consulting LLC
Philadelphia healthcare, state-local-governments, higher-education, consulting
Brad Guilmino
guilminob@pfm.com
504.930.7692
Director
PFM Financial Advisors LLC
New Orleans transportation, financial-advisory, alternative-finance
Kristin Hanson
hansonk@pfm.com
414.847.5586
Director
PFM Financial Advisors LLC
Milwaukee state-local-governments, higher-education, k-12-schools, financial-advisory
Daniel Hartman
hartmand@pfm.com
571.527.5131
Chief Executive Officer
PFM Financial Advisors LLC
Arlington environmental-utilities, public-power, financial-advisory
Steven Hass
hasss@pfm.com
646.561.0719
Managing Director
PFM Financial Advisors LLC
New York higher-education, financial-advisory
Shirley Hay
hays@pfm.com
734.812.8480
Director
PFM Group Consulting LLC
Ann Arbor consulting, healthcare, higher-education, endowments-foundations, charitable-institutions, corporations
Katie Hess
hesska@pfm.com
704.319.7931
Data Coordinator Administrator
PFM Financial Advisors LLC
Charlotte
Garrett Hincken
hinckeng@pfm.com
(215) 557.1495
Senior Managing Consultant
PFM Group Consulting LLC
Philadelphia state-local-governments, real-estate, transportation, consulting
Darren Hodge
hodged@pfm.com
480.318.1284
Managing Director
PFM Financial Advisors LLC
Chandler public-power, transportation, state-local-governments, financial-advisory
Catherine Holley
holleyc@pfm.com
512.614.5326
Analyst
PFM Financial Advisors LLC
Austin k-12-schools, state-local-governments, sports-leisure-cultural-facilities, special-district-management, financial-advisory, environmental-utilities
Rosemarie Hoslyn
hoslynr@pfm.com
215.557.1285
Associate General Counsel
PFM
Philadelphia
Louise Houghton
houghtonl@pfm.com
213.415.1629
Senior Managing Consultant
PFM Financial Advisors LLC
Chicago financial-advisory
Laura Howe
howel@pfm.com
407.406.5774
Director
PFM Financial Advisors LLC
Orlando state-local-governments, k-12-schools, financial-advisory
George Hu
hug@pfm.com
215.557.1255
Director
PFM Swap Advisors LLC
Philadelphia state-local-governments, charitable-institutions, specialized-services
Melissa Hughes
hughesm@pfm.com
717.213.3855
Senior Managing Consultant
PFM Financial Advisors LLC
Harrisburg financial-advisory
Kwame Jackson
JacksonK@pfm.com
407.723.5946
Assistant District Manager
PFM Group Consulting LLC
Orlando East (fka Fishkind and Associates) special-district-management, consulting
Trae Jordan
jordant@pfm.com
(215) 557.1259
Senior Analyst
PFM Group Consulting LLC
Philadelphia real-estate, state-local-governments, consulting
Ben Kapenstein
kapensteinb@pfm.com
717.231.6288
Senior Managing Consultant
PFM Financial Advisors LLC
Harrisburg financial-advisory
Dan Kardish
kardishd@pfm.com
512.614.5328
Senior Managing Consultant
PFM Financial Advisors LLC
Austin state-local-governments, financial-advisory
Karen Kedem
kedemk@pfm.com
646.561.0716
Director
PFM Financial Advisors LLC
New York higher-education, financial-advisory
Maritza Kelley
kelleym@pfm.com
5126145331
Director of External Affairs
PFM Financial Advisors LLC
Austin state-local-governments
Xaykham Khamsyvoravong
KhamsyvoravongX@pfm.com
717.213.3856
Director
PFM Financial Advisors LLC
Harrisburg
Brodie Killian
Killianb@pfm.com
734.794.2535
Director
PFM Financial Advisors LLC
Ann Arbor k-12-schools
Dong Kim
kimdo@pfm.com
571.527.5135
Senior Analyst
PFM Financial Advisors LLC
Arlington transportation, financial-advisory
Daniel H. Kozloff
kozloffd@pfm.com
215.557.1412
Managing Director
PFM Financial Advisors LLC
Philadelphia state-local-governments, higher-education, financial-advisory, specialized-services
Melissa LaBuda
labudam@pfm.com
215.557.1477
Director
PFM Financial Advisors LLC
Philadelphia financial-advisory, state-revolving-funds, environmental-utilities, consulting
Amanda Lane
LaneA@pfm.com
407.723.5900
Assistant Chief District Accountant
PFM Group Consulting LLC
special-district-management, state-local-governments, specialized-services, consulting
Elise ("Lisa") Lawrence
lawrencel@pfm.com
901.466.4550
Managing Director
PFM Financial Advisors LLC
Memphis environmental-utilities, state-revolving-funds, state-local-governments, financial-advisory
Shannon Lee
lees@pfm.com
214.247.7074
Senior Analyst
PFM Financial Advisors LLC
Dallas state-local-governments, financial-advisory
Vieen Leung
Leungv@pfm.com
215.557.1282
Director
PFM Group Consulting LLC
Philadelphia state-local-governments, consulting
Marcie Lewis, CIMA
lewism@pfm.com
256.419.2911
Senior Managing Consultant
PFM Financial Advisors LLC
Huntsville state-local-governments, housing-authorities, financial-advisory
Xiao Li
lix@pfm.com
407.406.5751
Senior Analyst
PFM Financial Advisors LLC
transportation, financial-advisory, financial-modeling
Elise Lomel
lomele@pfm.com
404.410.2227
Senior Managing Consultant
PFM Financial Advisors LLC
Atlanta financial-advisory
Chris Lover, CFA
loverc@pfm.com
704.319.7922
Managing Director
PFM Financial Advisors LLC
Charlotte financial-advisory, public-power
Lauren Lowe
lowel@pfm.com
901.466.4554
Managing Director
PFM Financial Advisors LLC
Memphis state-local-governments, transportation, financial-advisory, alternative-finance
Mara Lugo
lugom@pfm.com
407.406.5765
Senior Managing Consultant
PFM Financial Advisors LLC
Miami financial-advisory, state-local-governments
Michael Mace
macem@pfm.com
704.319.7923

PFM Financial Advisors LLC
Charlotte financial-advisory, public-power
Stephen Maceroni
maceronis@pfm.com
617.330.6914
Director
PFM Financial Advisors LLC
Boston state-local-governments, financial-advisory
Cheryl Maddox
maddoxc@pfm.com
215.557.1239
Managing Director
PFM
Philadelphia
Matt Magarity
magaritym@pfm.com
215.814.1956
Senior Managing Consultant
PFM Financial Advisors LLC
Philadelphia financial-advisory
Gordon Mann
manng@pfm.com
Managing Director
PFM Group Consulting LLC
Philadelphia consulting, state-local-governments
Maggie Marshall
marshallm@pfm.com
206.858.5361
Senior Managing Consultant
PFM Financial Advisors LLC
Seattle environmental-utilities, housing-authorities, state-local-governments, financial-advisory
Sergio Masvidal
masvidals@pfm.com
786.671.7480
Managing Director
PFM Financial Advisors LLC
Miami state-local-governments, financial-advisory
June Matte
mattej@pfm.com
617.502.5641
Managing Director
PFM Financial Advisors LLC
Boston higher-education, financial-advisory, state-local-governments, alternative-finance
Paul Matteo
matteop@pfm.com
215.557.1294
Senior Managing Consultant
PFM Financial Advisors LLC
Philadelphia state-local-governments, financial-advisory, specialized-services
Charles “Chuck” Matthews
matthewsc@pfm.com
215.557.1429
Managing Director
PFM Financial Advisors LLC
Philadelphia state-local-governments, transportation, higher-education, financial-advisory
Sarah Mayanja
mayanjas@pfm.com
215.557.1254
Senior Analyst
PFM Group Consulting LLC
Dallas consulting, healthcare, higher-education, state-local-governments
Brian McClintock
mcclintockb@pfm.com
518.428.5097
Director
PFM Financial Advisors LLC
Minneapolis state-revolving-funds, financial-advisory, state-local-governments
Joshua McCoy
mccoyj@pfm.com
256.419.2912
Managing Director
PFM Financial Advisors LLC
Huntsville state-local-governments, financial-advisory
Bob McDermott
mcdermottr@pfm.com
445.544.0273
Director
PFM Group Consulting LLC
Philadelphia state-local-governments, consulting
Caitlyn McDevitt
mcdevittc@pfm.com
(617) 502.5643
Analyst
PFM Financial Advisors LLC
Boston higher-education, financial-advisory
Lorraine McLaren
mclarenl@pfm.com
312.523.2468
Senior Managing Consultant
PFM Financial Advisors LLC
New York consulting, healthcare
Jenna McNamara
mcnamaraj@pfm.com
612.371.3788
Senior Analyst
PFM Financial Advisors LLC
Minneapolis state-local-governments, state-revolving-funds, financial-advisory
Kevin McPeek
mcpeekk@pfm.com
727.266.9966
Director
PFM Financial Advisors LLC
Orlando transportation, financial-advisory
Mark T. Melio
meliom@pfm.com
312.523.2465
Senior Director
PFM Financial Advisors LLC
Northfield financial-advisory, healthcare
David Miller
millerd@pfm.com
407.406.5752
Managing Director
PFM Financial Advisors LLC
Orlando transportation, financial-advisory
Toinette Miller
millert@pfm.com
214.247.7083
Director
PFM Group Consulting LLC
Dallas state-local-governments, higher-education, healthcare, consulting
Lawrence Miracola
miracolal@pfm.com
215.557.1422
Senior Managing Consultant
PFM Financial Advisors LLC
Philadelphia state-local-governments, financial-advisory
Jessica Cameron Mitchell
cameronj@pfm.com
612.371.3742
Managing Director
PFM Financial Advisors LLC
Minneapolis state-revolving-funds, state-local-governments, financial-advisory
Garrett Moore
mooreg@pfm.com
717.213.3812
Senior Managing Consultant
PFM Financial Advisors LLC
Harrisburg alternative-finance, k-12-schools, state-local-governments, financial-advisory
Sarah Moore
moores@pfm.com
734.794.2527
Senior Managing Consultant
PFM Financial Advisors LLC
Ann Arbor financial-modeling, financial-advisory, k-12-schools, state-local-governments
John M. Murphy
murphyj@pfm.com
215.557.1270
Director
PFM Financial Advisors LLC
Boston environmental-utilities, public-power, specialized-services, financial-advisory
Michael Nadol
nadolm@pfm.com
215.557.1433
Managing Director
PFM Group Consulting LLC
Philadelphia financial-sustainability, specialized-services, consulting
Cailin Nappi
nappic@pfm.com
215.814.1954
Senior Analyst
PFM Financial Advisors LLC
Philadelphia state-revolving-funds, state-local-governments, higher-education, financial-advisory
Robert J. Naughton
naughtonrj@pfm.com
734.794.2531
Director
PFM Financial Advisors LLC
Ann Arbor k-12-schools, financial-advisory
Cindy Newton
newtonc@pfm.com
312.523.2469
Senior Managing Consultant
PFM Group Consulting LLC
Austin financial-advisory, healthcare
Michael Nicolescu
nicolescu@pfm.com
nicolescu@synario.com
215.557.1264
Director of Client Success Synario
PFM Solutions LLC
Philadelphia public-power, financial-modeling, state-local-governments, higher-education, corporations
Jeremy Niedfeldt
niedfeldtj@pfm.com
407.406.5759
Managing Director
PFM Financial Advisors LLC
Orlando financial-advisory
Rebecca Oblites
oblitesr@pfm.com
512.614.5327
Analyst
PFM Financial Advisors LLC
Austin state-local-governments, financial-advisory
Mudra Patel
patelm@pfm.com
415.393.7258
Senior Managing Consultant
PFM Financial Advisors LLC
San Francisco financial-advisory
Mary Peloquin-Dodd
doddm@pfm.com
919.817.1611
Director
PFM Financial Advisors LLC
Charlotte endowments-foundations, charitable-institutions, alternative-finance, higher-education, financial-advisory
Alexia Pereira
pereiraa@synario.com
215.814.1934
Director of Product
PFM Solutions LLC
Philadelphia higher-education, financial-modeling
Tiffany Pham
phamt@pfm.com
571.527.5147
Senior Analyst
PFM Financial Advisors LLC
Arlington healthcare, financial-advisory
Brooke Pierce
pierceb@pfm.com
215.567.6100
Senior Swaps Coordinator
PFM Swap Advisors LLC
Philadelphia
Marc Pitcher
pitcherm@synario.com
215.557.1267
Director of Sales and Marketing
PFM Solutions LLC
Philadelphia corporations, financial-modeling
Kevin Plenzler
plenzlerk@pfm.com
407.723.5900
Director
PFM Financial Advisors LLC
Orlando East (fka Fishkind and Associates) special-district-management, transportation, sports-leisure-cultural-facilities, k-12-schools, financial-advisory
Colette Powell
powellc@pfm.com
215.557.1258
Diversity, Equity, and Inclusion (DEI) Leader
PFM Financial Advisors LLC
Philadelphia
Kristina F. Powell
powellk@pfm.com
646.561.1723
Senior Managing Consultant
PFM Financial Advisors LLC
New York financial-advisory
Bethany Pugh
pughb@pfm.com
440.863.5820
Managing Director
PFM Financial Advisors LLC
Cleveland state-local-governments, higher-education, financial-advisory
Steven Ramirez
ramirezs@pfm.com
201.523.2022
Director
PFM Group Consulting LLC
Boston
Bradley Remig
remigb@pfm.com
717.231.6263
Managing Director
PFM Financial Advisors LLC
Harrisburg state-local-governments, k-12-schools, financial-advisory, alternative-finance
Robert Rich
richr@pfm.com
609.800.2982
Managing Director
PFM Financial Advisors LLC
Princeton transportation, financial-advisory
Mallory Richards
richardsm@pfm.com
215.557.1279
Analyst
PFM Group Consulting LLC
Philadelphia state-local-governments, real-estate, consulting, financial-modeling
Venessa Ripoll
Ripollv@pfm.com
407.723.5900
District Manager
PFM Group Consulting LLC
Orlando East (fka Fishkind and Associates) special-district-management, state-local-governments, consulting
Blake Roberts
robertsb@pfm.com
512.614.5324
Managing Director
PFM Financial Advisors LLC
Austin financial-advisory, housing-authorities
Nicklas Rocca
roccan@pfm.com
407.406.5773
Director
PFM Financial Advisors LLC
Orlando state-local-governments, financial-advisory
Brandon M. Rosenbluth
rosenbluthb@pfm.com
215.557.1286
Managing Director
PFM Solutions LLC
Philadelphia state-local-governments, higher-education, financial-modeling, corporations
Kevin Rotty
rottyk@pfm.com
804.780.2850
Managing Director
PFM Financial Advisors LLC
Richmond state-local-governments, financial-advisory
Matt Rudroff, CFA, CPA
rudroffm@pfm.com
704.319.7937
Director
PFM Financial Advisors LLC
Charlotte
Julie Santamaria
santamariaj@pfm.com
Director
PFM Financial Advisors LLC
Orlando state-local-governments, financial-advisory, higher-education, k-12-schools
Annie Scanlon
scanlona@pfm.com
312.523.2472
Senior Managing Consultant
PFM Group Consulting LLC
Cleveland consulting, healthcare
Margaret "Hope" Scarpinato
scarpinatoh@pfm.com
407.406.5772
Director
PFM Financial Advisors LLC
Orlando transportation, financial-advisory
Dominic Scattini
scattinid@pfm.com
415.393.7229
Senior Analyst
PFM Financial Advisors LLC
San Francisco state-local-governments, transportation, housing-authorities, financial-advisory
Sarah Schirmer
schirmers@pfm.com
504.930.7686
Managing Director
PFM Group Consulting LLC
New Orleans state-local-governments, consulting, specialized-services
James Schlesinger
schlesingerj@pfm.com
717.231.6268
Managing Director
PFM Financial Advisors LLC
Malvern state-local-governments, k-12-schools, financial-advisory
Matthew Schnackenberg
schnackenbergm@pfm.com
612.371.3771
Managing Director
PFM Financial Advisors LLC
Minneapolis state-local-governments, financial-advisory
Matthew Schoenfeld
schoenfeldm@pfm.com
206.858.5365
Senior Managing Consultant
PFM Financial Advisors LLC
Seattle financial-advisory, higher-education, state-local-governments
Danielle Scott
scottd@pfm.com
504.930.7690
Director
PFM Group Consulting LLC
New Orleans state-local-governments, consulting
Wen Seng
sengw@pfm.com
571.527.5136
Senior Analyst
PFM Financial Advisors LLC
Arlington transportation, financial-modeling, financial-advisory
Liang Shan, CFA
shanl@pfm.com
571.527.5125
Director
PFM Financial Advisors LLC
Arlington transportation, financial-advisory
Douglas Shapiro
shapirod@pfm.com
215.557.1268

PFM Solutions LLC
Philadelphia financial-modeling, corporations
Soham Sharad
sharads@pfm.com
215.557.1290
Analyst
PFM Financial Advisors LLC
Philadelphia state-local-governments, financial-advisory, financial-modeling
Scott Shearer
shearers@pfm.com
717.231.6262
Managing Director
PFM Financial Advisors LLC
Harrisburg k-12-schools, environmental-utilities, state-local-governments, financial-advisory
Peter Shellenberger
shellenbergerp@pfm.com
415.982.5544
Managing Director
PFM Financial Advisors LLC
San Francisco transportation
Miles Silbert
silbertm@pfm.com
612.371.3730
Senior Managing Consultant
PFM Financial Advisors LLC
Minneapolis financial-advisory
Isabel Singer
singeri@pfm.com
703.741.0175
Senior Managing Consultant
PFM Financial Advisors LLC
New York financial-advisory
Nathaniel "Nat" Singer
singern@pfm.com
Senior Director
PFM Financial Advisors LLC
Los Angeles swap-advisory, financial-advisory
Trina Smith
smithtr@pfm.com
215.557.1430
Director
PFM Financial Advisors LLC
Philadelphia state-local-governments, higher-education, financial-advisory
Geoffrey Stewart
stewartg@pfm.com
215.557.1484
Managing Director
PFM Financial Advisors LLC
Philadelphia state-revolving-funds, transportation, state-local-governments, financial-advisory
Matthew Stitt
stittm@pfm.com
215.557.1431
Managing Director
PFM Group Consulting LLC
Philadelphia consulting, state-local-governments
Matthew Stoffel, CFA
stoffelm@pfm.com
515.724.5737
Director
PFM Financial Advisors LLC
Des Moines financial-advisory
Lauren Sukovich
sukovichl@pfm.com
215.557.1483
Senior Managing Consultant
PFM Group Consulting LLC
Philadelphia consulting, financial-sustainability, state-local-governments
Caroline Sylvan
sylvanc@pfm.com
215.557.1244
Director
PFM Group Consulting LLC
Philadelphia state-local-governments, consulting
Alex Theissen
theissena@pfm.com
617.502.5646
Director
PFM Financial Advisors LLC
Boston financial-advisory
Thomas Toepfer
toepfert@pfm.com
206.858.5360
Managing Director
PFM Financial Advisors LLC
Seattle financial-advisory, higher-education, financial-modeling, environmental-utilities, state-local-governments
Dario Tompkins II
tompkinsd@pfm.com
612.371.3744
Senior Managing Consultant
PFM Financial Advisors LLC
Charlotte financial-advisory
Independent Board Member
PFM
Jaime B. Trejo
trejoj@pfm.com
415.393.7254
Senior Managing Consultant
PFM Financial Advisors LLC
San Francisco k-12-schools, financial-advisory
Aimee Trepiccione
trepiccionea@pfm.com
312.523.2467
Director
PFM Group Consulting LLC
Northfield healthcare, consulting
Ian Tyson
tysoni@pfm.com
215.557.1482
Director
PFM Group Consulting LLC
Philadelphia consulting, state-local-governments, k-12-schools
Chuck Upcraft
upcraftc@pfm.com
612.371.3731
Senior Managing Consultant
PFM Financial Advisors LLC
Minneapolis state-local-governments, financial-advisory
Pete Varona
varonap@pfm.com
786.671.7481
Senior Managing Consultant
PFM Financial Advisors LLC
Miami k-12-schools, financial-advisory, state-local-governments
Joseph Visalli
visallij@pfm.com
215.557.1469
Senior Managing Consultant
PFM Financial Advisors LLC
Philadelphia public-power, financial-advisory
Sean Wahl
wahls@pfm.com
734.794.2536
Senior Managing Consultant
PFM Financial Advisors LLC
Ann Arbor state-local-governments, k-12-schools, higher-education, financial-modeling, financial-advisory
Dennis P. Waley, CPA
waleyd@pfm.com
512.614.5323
Managing Director
PFM Financial Advisors LLC
Austin state-local-governments, financial-advisory
Whitney Warren
warrenw@pfm.com
646.561.0728
Senior Managing Consultant
PFM Financial Advisors LLC
Boston financial-advisory
Nathaniel Watson
watsonn@pfm.com
734.794.2522
Managing Director
PFM Financial Advisors LLC
Ann Arbor k-12-schools
Brent Wilder
wilderb@pfm.com
407.406.5761
Managing Director
PFM Financial Advisors LLC
Orlando k-12-schools, state-local-governments, financial-advisory
Seth Williams
williamss@pfm.com
215.557.1249
Director
PFM Group Consulting LLC
Philadelphia state-local-governments, consulting
Zachary Williard
williardz@pfm.com
717.232.3842
Managing Director
PFM Financial Advisors LLC
Harrisburg financial-advisory, state-local-governments, k-12-schools
Erick Winterkamp
winterkampe@pfm.com
571.527.5137
Senior Managing Consultant
PFM Financial Advisors LLC
Arlington public-power, environmental-utilities, financial-advisory
Anne Wuollet
wuolleta@pfm.com
612.371.3723
Director
PFM Financial Advisors LLC
Minneapolis k-12-schools, state-local-governments, financial-advisory
Kathleen Zhang
zhangk@pfm.com
215.814.1915
Senior Managing Consultant
PFM Financial Advisors LLC
Philadelphia higher-education, healthcare, financial-advisory
Cindy Zou
zour@pfm.com
215.557.1261
Senior Analyst
PFM Financial Advisors LLC
Boston transportation, state-local-governments, special-district-management, financial-advisory