Brian is a Senior Financial Analyst and oversees Ehlers’ Financial Analyst Team. Having worked for Ehlers since 1998, Brian has extensive experience developing tailored analysis models using Munex and Microsoft Excel to meet the specific financial needs of municipal clients. He collaborates with our Municipal Advisor teams to analyze, structure, document and underwrite municipal securities. Brian also analyzes and structures cash defeasances, advance refundings and multi-issue debt programs.

Areas of Expertise

Debt Issuance & Management

• Analyzing, Structuring, Documenting & Underwriting Municipal Securities
• Analyzing & Structuring Cash Defeasances
• Advance Refundings
• Multi-Issue Debt Programs
• Computer Analysis

Financial Management Planning

• Planning & Goal Setting
• Studies & Analyses
• Budgeting & Benchmarking

Licenses & Certifications

Certified Independent Professional Municipal Advisor
Series 50 License: Municipal Advisor Representative

Education

Bachelor of Science – Finance and Economics, University of Wisconsin – LaCrosse