Directs strategic consulting services to Capitol PFG clients, including bond and facility planning, comprehensive analytic reports, and communication strategies. Holds Municipal Advisor Representative (Series 50) and Municipal Advisor Principal (Series 54) licenses. Directs debt issuance services and supports the delivery of strategic consulting services to Capitol PFG clients.
Bachelor of Arts Degree from the University of Arizona; Juris Doctor from California Western School of Law. Holds Municipal Advisor Representative (Series 50) and Municipal Advisor Principal (Series 54) licenses and maintains an active license to practice law in the state of California. Office administration and project support consisting of research, preparation of client reports, studies, graphics and presentations.
Bachelor of Arts Degree from the University of Arizona; Juris Doctor from California Western School of Law. Holds Municipal Advisor Representative (Series 50) and Municipal Advisor Principal (Series 54) licenses and maintains an active license to practice law in the state of California. Office administration and project support consisting of research, preparation of client reports, studies, graphics and presentations.
Services
Over the last decade, we have provided financial advisory services to districts having an average daily attendance ranging from less than 1,000 to over 40,000 students. We have worked with districts located throughout California, rural and urban areas as well as districts located in coastal and inland communities.
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