Jerry started as a Senior Municipal Advisor for Ehlers in 2019. Jerry brings more than 20 years’ experience as a Wisconsin school business official to his role with Ehlers. Most recently, he served nearly seven years as a Municipal Advisor and Vice President with Springsted (now Baker Tilly) where he worked with school district issuers across the Midwest.
Jerry lives in Southeastern Wisconsin with his wife and children. Beyond work, Jerry enjoys traveling, golf, reading and spending time with his family.
Areas of Expertise
Debt Planning and Issuance
- Alternative Financing Options
- Property Tax Impact Analysis
- Voter-Approved Building Bonds
- Maximum Effort Capital Loans
- Facilities Maintenance Bonds
- Capital Facilities Bonds
- Cash Flow Borrowing
- Refundings
- Lease Purchases and Certificates of Participation
- Abatement Bonds
Bond Referendum Planning and Support
Operating Referendum Planning and Support
Capital Projects Levy Assistance
Truth in Taxation Hearing Presentations
TIF and Abatement Analysis
Assistance with Legislative Initiatives
Lease Levy Approval
Long-Term Financial Planning and Capital Improvement Planning
Truth in Taxation Hearing Presentations
TIF and Abatement Analysis
Assistance with Legislative Initiatives
Lease Levy Approval
Long-Term Financial Planning and Capital Improvement Planning
School Finance
Education
Bachelor of Business Administration – University of Wisconsin, Whitewater
Master of Science – University of Wisconsin, Whitewater
Master of Science – University of Wisconsin, Whitewater
Certifications
Series 50 License
Certified Independent Professional Municipal Advisor
Professional Affiliations & Memberships
Minnesota Association of School Business Officials
Wisconsin Association of School Business Officials
Wisconsin Association of School Boards
National Association of Municipal Advisors
Community Involvement
Active member at St. Mary Catholic Parish, Menomonee Falls and the Knights of Columbus – All Saints 4240
