Phil has been a Municipal Advisor in the Ehlers’ Wisconsin office since 1996 guiding local governments and public agencies create financial solutions that support the growth and maintenance of vibrant and sustainable communities. He also serves as the Chair of Ehlers Companies Board of Directors.  Prior to joining Ehlers, he worked with the Southeastern Wisconsin Regional Planning Commission and the City of Ocala, Florida for more than eight years. Phil is passionate about building long-lasting relationships with clients and collaborating with them to create meaningful change.

Phil lives in Sussex Wisconsin with his wife Lisa and has two adult children.  When he’s not working, he enjoys golf, travel and attending sporting events.

Areas of Expertise

Debt Planning & Issuance

• Alternative Financing Options
• General Obligation & Revenue Debt
• CDA/RDA Lease Revenue Bonds
• Special Assessment Bonds
• Refundings/Cash Defeasances
• Representation to Bond Market & Credit Rating Agencies

Strategic & Financial Planning

• Capital Improvements Planning
• Project Feasibility Studies
• Financial Goals & Objectives Facilitation
• Project Impact Analysis
• Financial Management Plans

Economic Development

• Tax Increment District Creation & Amendment
• CDA/RDA Creation
• Developer Proforma Analysis
• Development Agreement Negotiation
• Developer Performance Evaluation
• Redevelopment Plan Creation

Public Participation

• Public Participation Process
• Community Goals & Objectives Facilitation
• Project Planning
• Referendum Services

Education

Bachelor of Science – Geography, University of Wisconsin Milwaukee
Master or Arts – City Planning, Georgia Institute of Technology

Certifications

Series 50 License
Certified Independent Professional Municipal Advisor
Economic Development Finance Professional

Professional Affiliations & Memberships

WI City/County Management Association
Wisconsin Economic Development Authority
Wisconsin Government Finance Officers Association
WI Clerks, Treasurers Finance Officers Association
Municipal Treasurers Association of Wisconsin
WI Municipal Clerks Association
National Government Finance Officers Association
National Association of Independent Financial Advisors