Joe brings nearly 12 years’  advisory experience serving Wisconsin municipalities to his role as Senior Municipal Advisor with the firm.  Prior to becoming an advisor in 2007, he spent nearly 20 years working directly in local government management for municipalities across Wisconsin, Michigan, Missouri, Kansas and Virginia, the last nine of which he served as Village Manager for the Village of Greendale, Wisconsin.  Joe’s first-hand experience in local government gives him valuable insight into the challenges his 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 Milwaukee 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

Debt Issuance & Management

• 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 of Arts – Public Administration/Finance, Western Michigan University, Kalamazoo
Master of Public Administration, University of Kansas, Lawrence

Notable Projects

Madison – advised the City on the first Neighborly Bond issued in Wisconsin
Central Brown County Water Authority – advised the authority on a $165 million refunding
Over $1.5 billion – Issuance advised on throughout career