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’ Education Finance Team. 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, higher education, city and county 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 Issuance & Management
- 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
School Finance
Licenses & Certifications
Certified Independent Professional Municipal Advisor
Series 50 License: Municipal Advisor Representative
Professional Affiliations & Memberships
Education
Master of Science – University of Wisconsin, Whitewater
Community Involvement
Knights of Columbus, All Saints 4240 – Member
St. Mary Catholic Parish, Menomonee Falls – Member
