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
Randall Bauer bauerr@pfm.com 515.724.5723	Director PFM Group Consulting LLC	Des Moines	state-local-governments, consulting, alternative-finance
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
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
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
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
James Carbone carbonej@pfm.com 213.415.1630	Senior Managing Consultant PFM Financial Advisors LLC	Los Angeles	state-local-governments, public-power, financial-advisory
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
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
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
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
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
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
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
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
Stephanie Gotfried gotfrieds@pfm.com 215.557.1475	Analyst PFM Group Consulting LLC	Philadelphia	healthcare, state-local-governments, higher-education, consulting
Kristin Hanson hansonk@pfm.com 414.847.5586	Director PFM Financial Advisors LLC	Milwaukee	state-local-governments, higher-education, k-12-schools, financial-advisory
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
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
Trae Jordan jordant@pfm.com (215) 557.1259	Senior Analyst PFM Group Consulting LLC	Philadelphia	real-estate, state-local-governments, consulting
Dan Kardish kardishd@pfm.com 512.614.5328	Senior Managing Consultant PFM Financial Advisors LLC	Austin	state-local-governments, financial-advisory
Maritza Kelley kelleym@pfm.com 5126145331	Director of External Affairs PFM Financial Advisors LLC	Austin	state-local-governments
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
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
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
Stephen Maceroni maceronis@pfm.com 617.330.6914	Director PFM Financial Advisors LLC	Boston	state-local-governments, 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
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
Jenna McNamara mcnamaraj@pfm.com 612.371.3788	Senior Analyst PFM Financial Advisors LLC	Minneapolis	state-local-governments, state-revolving-funds, 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
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
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
Rebecca Oblites oblitesr@pfm.com 512.614.5327	Analyst PFM Financial Advisors LLC	Austin	state-local-governments, financial-advisory
Bethany Pugh pughb@pfm.com 440.863.5820	Managing Director PFM Financial Advisors LLC	Cleveland	state-local-governments, higher-education, financial-advisory
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
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
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
Julie Santamaria santamariaj@pfm.com	Director PFM Financial Advisors LLC	Orlando	state-local-governments, financial-advisory, higher-education, k-12-schools
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
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
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
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
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
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
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
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
Anne Wuollet wuolleta@pfm.com 612.371.3723	Director PFM Financial Advisors LLC	Minneapolis	k-12-schools, state-local-governments, 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