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
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
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
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
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
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
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
John Crotty crottyj@pfm.com 215.557.1410	Director PFM Financial Advisors LLC	Philadelphia	state-local-governments, specialized-services, higher-education, financial-advisory
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
Andrew Estrada estradaa@pfm.com 6175025659	Senior Managing Consultant PFM Financial Advisors LLC	Boston	financial-advisory
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
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
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
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
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
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
Melissa Hughes hughesm@pfm.com 717.213.3855	Senior Managing Consultant PFM Financial Advisors LLC	Harrisburg	financial-advisory
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
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
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
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
Matt Magarity magaritym@pfm.com 215.814.1956	Senior Managing Consultant PFM Financial Advisors LLC	Philadelphia	financial-advisory
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
Joshua McCoy mccoyj@pfm.com 256.419.2912	Managing Director PFM Financial Advisors LLC	Huntsville	state-local-governments, financial-advisory
Caitlyn McDevitt mcdevittc@pfm.com (617) 502.5643	Analyst PFM Financial Advisors LLC	Boston	higher-education, financial-advisory
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
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
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
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
Tiffany Pham phamt@pfm.com 571.527.5147	Senior Analyst PFM Financial Advisors LLC	Arlington	healthcare, financial-advisory
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
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
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
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
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
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
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
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
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
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 Stoffel, CFA stoffelm@pfm.com 515.724.5737	Director PFM Financial Advisors LLC	Des Moines	financial-advisory
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
Jaime B. Trejo trejoj@pfm.com 415.393.7254	Senior Managing Consultant PFM Financial Advisors LLC	San Francisco	k-12-schools, financial-advisory
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
Brent Wilder wilderb@pfm.com 407.406.5761	Managing Director PFM Financial Advisors LLC	Orlando	k-12-schools, state-local-governments, financial-advisory
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