Lisa Trebatoski
I enjoy leveraging my local government experience to deliver financial planning solutions that help my clients maintain fiscal strength and stability.

Lisa Trebatoski

Associate Municipal Advisor
Lisa Trebatoski

Lisa is an Associate Municipal Advisor with our Wisconsin Team where she 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 Johnson Creek, Wisconsin with her three children. When she’s not helping clients, she enjoys spending time with family and friends and watching her kids’ sporting events.

Focus Areas:

Financial Management Planning

  • 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


Bachelor’s Degree in Business Administration/Finance, University of Wisconsin-Whitewater
Municipal Clerk/Treasurer’s Institute, University of Wisconsin-Green Bay


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