Joe began his career as a Municipal Advisor in 2007 and currently serves Wisconsin municipalities as a Senior Municipal Advisor with our Wisconsin Team. Prior to becoming an Advisor, he spent nearly 20 year working directly in local government for municipalities in Wisconsin, Michigan, Missouri, Kansas and Virginia. He served nine years as Village Manager for the Village of Greendale, Wisconsin. Joe’s first-hand experience in local government gives him valuable insight into the challenges our clients encounter every day. He combines that historical knowledge with exceptional listening skills and advisory expertise to create innovative and pragmatic financial solutions that help his clients complete projects and drive their community initiatives forward.
Joe lives in Waukesha, where – when he’s not working – he takes full advantage of the area’s many community festivals, museums, cultural opportunities, scenic bike trails and amazing golf courses.
Areas of Expertise
- General Obligation & Revenue Debt
- CDA / RDA Lease Revenue Bonds
- Special Assessment Bonds
- Refundings / Cash Defeasances
- Representation to Bond Market & Credit Rating Agencies
- Referendum Services
Economic Development & Redevelopment
- Tax Increment District Creation & Amendment
- CDA / RDA Creation
- Developer Recruitment
- Developer Pro Forma Analysis
- Development Agreement Negotiation
- Developer Performance Evaluation
- Public Participation Process
Financial Management Planning
- Capital Improvements Planning
- Project Feasibility Studies
- Financial Goals & Objectives Facilitation
- Project Impact Analysis
- Financial Management Plans
- Impact Fee Studies
- Governance
Certifications
Certified Independent Professional Municipal Advisor
Series 50 License: Municipal Advisor Representative
Professional Affiliations
International City/County Management Association
Wisconsin City/County Management Association
Wisconsin Government Finance Officers Association
Wisconsin Economic Development Association
Education
Bachelor’s Degree in Public Administration/Finance, Western Michigan University-Kalamazoo
Master’s Degree in Public Administration, University of Kansas-Lawrence