Stephen has provided arbitrage calculations and bond compliance training since 2009 and uses this experience in his current role as Senior Arbitrage Consultant | Director of Arbitrage Consulting. Prior to joining the firm in 2018, Stephen managed the national arbitrage practice at Arbitrage Compliance Specialists, Inc. and spent nearly a decade prior working in the […]
Sara joined Ehlers in 2013 and serves as our Operations Manager where she oversees our Public Finance Analysts for offering documents, bonds sales and tax increment financing. She and her team focus on delivering exceptional value and accuracy to our clients through the bond offering and sales processes. Sara lives in Beaver Dam with her […]
Tami joined Ehlers in 2016 on the Wisconsin Education team and was later named Senior Investment Advisor with our Investments team. She assists clients with the development and implementation of investment strategies for bond proceeds and general funds. Prior to joining Ehlers, Tami spent 14 years gaining expertise in the financial services industry. Tami and […]
Matthew joined Ehlers in 2018 as a Municipal Advisor with our School Finance team and was promoted to Senior Municipal Advisor in 2022. He brings more than a decade of direct school district experience to his role with the firm, most recently serving as the Director of Finance and Operations for Fridley Schools. Our clients […]
Patrick joined Ehlers in 2018 as a Senior Client Service Advisor for our Bond Marketing and Sales team. After gaining vital experience with the firm, he was promoted to Financial Analyst, supporting our Municipal Advisors with debt structure, modeling and analysis. In 2022, Patrick was again promoted to Client Service Advisor with our Investments team. […]
Rebecca is a Senior Municipal Advisor who joined Ehlers in 2000 to help Minnesota cities, counties and special districts with the design and implementation of financial solutions for economic development projects. Ehlers’ clients benefit from Rebecca’s experience in tax increment financing and tax abatement, debt issuance, development analysis and public finance related projects. Prior to […]
Roxy is a Financial Specialist with our School Finance team. Prior to joining Ehlers, Roxy worked for five years as a Coordinator for the Anoka-Hennepin School District. Ehlers’ clients depend on Roxy for her exceptional customer service, willingness to do “whatever it takes” and dedication to accuracy. Roxy lives in Big Lake with partner and […]
Nick is a Senior Municipal Advisor with our Minnesota Municipal Finance team where he works to design, negotiate and communicate innovative solutions to meet his clients’ capital and development financing needs. Nick has a thorough understanding of rating agencies’ credit analysis methodologies, which helps him identify future fiscal risks for clients and guide them through […]
Missy serves as a Public Finance Assistant for our Minnesota Municipal and School Finance teams. Her main duties consist of being the first point of contact for clients and supporting our Municipal Advisors and Management Team. She is also responsible for offering document preparation and assembly, sending out bond sale notifications and maintaining our client […]
Megan supports local governments in Minnesota through long-term financial planning and development financing. Her planning and administrative work with tax increment financing helps communities maximize their resources while complying with state law. Megan’s career at Ehlers started in 2015 as Paying Agent Administrator and Bond Sale Coordinator. Previously, Megan worked in the Fixed Income Sales […]
