Lisa is an Associate Municipal Advisor with our Wisconsin Team where assists clients with project management, economic development and redevelopment, long-term financial planning, and fiscal studies. She brings 20 years of direct local government experience to her role with the firm, most recently serving as the Deputy Clerk and Treasurer for the City of Watertown, Wisconsin. Prior to that, Lisa was the Clerk and Treasurer for the Village of Johnson Creek, Wisconsin.
Lisa lives in Oconomowoc, Wisconsin with her husband, three children and pet cat. When she’s not helping clients, Lisa enjoys spending time with family and friends and watching her kids’ sporting events.
Areas of Expertise:
- Strategic Long-Term Financial Planning
- Debt Fund Cash Flow Analysis
- Capital Improvement Planning
- Utility Rate Studies
- Fiscal Impact Analysis
Economic Development & Redevelopment
- Tax Increment Financing (TIF)
- TIF Reports & Compliance
- TIF Revenue Projection
- TIF & Tax Abatement Management
- Developer “Pay As You Go” Note Administration
Education
Bachelor’s Degree in Business Administration/Finance, University of Wisconsin-Whitewater
Municipal Clerk/Treasurer’s Institute, University of Wisconsin-Green Bay
Certifications
Wisconsin Certified Municipal Clerk
Series 50 License: Municipal Advisor Representative
Professional Affiliations
American Water Works Association – Wisconsin Chapter
Wisconsin City/County Management Association
Wisconsin Government Finance Officers Association
Municipal Treasurers Association of Wisconsin
Wisconsin Municipal Clerks Association