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
David Benson bensond@pfm.com 512.614.5322	Senior Managing Consultant PFM Financial Advisors LLC	Austin	state-local-governments, k-12-schools, special-district-management, consulting
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
Corneel Boulard boulardc@pfm.com 734.994.9700	Municipal Bond Assistant II PFM Financial Advisors LLC	Ann Arbor	k-12-schools, financial-advisory, state-local-governments
Meredith Brett brettm@pfm.com 215.557.1283	Senior Managing Consultant PFM Group Consulting LLC	Philadelphia	state-local-governments, k-12-schools, consulting
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
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
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
Jamie Doyle doylej@pfm.com 717.231.6266	Managing Director PFM Financial Advisors LLC	Harrisburg	state-local-governments, k-12-schools, financial-advisory
John Frey freyj@pfm.com 717.231.6267	Director PFM Financial Advisors LLC	Harrisburg	state-local-governments, k-12-schools, 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
James "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
Kristin Hanson hansonk@pfm.com 414.847.5586	Director PFM Financial Advisors LLC	Milwaukee	state-local-governments, financial-advisory, higher-education, k-12-schools
Catherine Holley holleyc@pfm.com 512.614.5326	Analyst PFM Financial Advisors LLC	Austin	state-local-governments, financial-advisory, k-12-schools, environmental-utilities, sports-leisure-cultural-facilities, special-district-management
Laura Howe howel@pfm.com 407.406.5774	Director PFM Financial Advisors LLC	Orlando	state-local-governments, k-12-schools, financial-advisory
Shannon Jacobson jacobsons@pfm.com 312.523.2437	Senior Managing Consultant PFM Financial Advisors LLC	Chicago	state-local-governments, charitable-institutions, financial-advisory, endowments-foundations, housing-authorities, sports-leisure-cultural-facilities, state-revolving-funds, environmental-utilities, k-12-schools, higher-education
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
Robert J. Naughton naughtonrj@pfm.com 734.794.2531	Director PFM Financial Advisors LLC	Ann Arbor	k-12-schools, financial-advisory
Kevin Plenzler plenzlerk@pfm.com 407.723.5900	Senior Managing Consultant PFM Financial Advisors LLC	Orlando East (fka Fishkind and Associates)	special-district-management, transportation, sports-leisure-cultural-facilities, k-12-schools, financial-advisory
Steven Ramirez ramirezs@pfm.com 210.523.2022	Director PFM Group Consulting LLC		consulting, k-12-schools
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
Blake Roberts robertsb@pfm.com 512.614.5324	Managing Director PFM Financial Advisors LLC	Austin	financial-advisory, state-local-governments, k-12-schools, housing-authorities
Julie Santamaria santamariaj@pfm.com	Director PFM Financial Advisors LLC	Orlando	state-local-governments, financial-advisory, higher-education, k-12-schools
James Schlesinger schlesingerj@pfm.com 717.231.6268	Managing Director PFM Financial Advisors LLC	Malvern	state-local-governments, k-12-schools, financial-advisory
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
Paul Stauder stauderp@pfm.com 734.794.2530	Managing Director PFM Financial Advisors LLC	Ann Arbor	higher-education, state-local-governments, k-12-schools, financial-advisory
Matthew Stoffel, CFA stoffelm@pfm.com 515.724.5737	Director PFM Financial Advisors LLC	Des Moines	financial-advisory, financial-modeling, state-local-governments, transportation, k-12-schools, environmental-utilities
Jaime B. Trejo trejoj@pfm.com 415.393.7254	Senior Managing Consultant PFM Financial Advisors LLC	San Francisco	k-12-schools, financial-advisory, state-local-governments, housing-authorities, special-district-management
Ian Tyson tysoni@pfm.com 215.557.1482	Senior Managing Consultant PFM Group Consulting LLC	Philadelphia	consulting, state-local-governments, k-12-schools
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	Director PFM Financial Advisors LLC	Ann Arbor	state-local-governments, k-12-schools, higher-education, financial-modeling, 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
Zachary Williard williardz@pfm.com 717.232.3842	Managing Director PFM Financial Advisors LLC	Harrisburg	financial-advisory, state-local-governments, k-12-schools
Aaron Wright wrighta@pfm.com 734.794.2537	Senior Managing Consultant PFM Financial Advisors LLC	Ann Arbor	financial-advisory, 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