Nate is a Public Finance Analyst with our Minnesota Team where he regularly assists clients with the preparation of offering documents, pre- and post-sale reports, quality control assurance and bond sale closing coordination. Prior to joining Ehlers, Nate worked as a 401k and Retirement Specialist with two national firms where his primary role was helping […]
Na Lee serves as a Public Finance Analyst on our Documents Team, regularly assisting clients with preparation of offering documents, pre- and post-sale reporting, and closing coordination. Prior to joining Ehlers, she worked with both Milwaukee and Brown Counties as an accountant. Born and raised in Sheboygan, Na Lee now lives in Brookfield. When she […]
Silvia joined Ehlers in 2017 working with clients and Municipal Advisors across Minnesota and Wisconsin. Silvia’s previous experience in education, customer service and business administration provided the foundation for her ability to support clients and anticipate their needs. As the team lead for our Minnesota offering documents and TIF team, she oversees the coordination of […]
Sue is a Senior Public Finance Analyst with our Wisconsin Team and is responsible for gathering, analyzing and organizing data necessary to produce official statements, preparing post-sale documentation following each assigned financing, assisting financial advisors and monitoring outstanding debt for potential refundings. She also facilitates marketing for our Wisconsin office. She previously served as the […]
Sara joined Ehlers in 2013 and serves as our Operations Manager where she oversees our Public Finance Analysts for offering documents, bonds sales and tax increment financing. She and her team focus on delivering exceptional value and accuracy to our clients through the bond offering and sales processes. Sara lives in Beaver Dam with her […]
Peter serves as a Senior Public Finance Analyst with our Wisconsin Team and assists Ehlers’ Disclosure clients with compliance reporting and verification of past regulatory filings. He also works on our Bond Sale team to help clients market and sell their debt issues. During his graduate work, Peter really found a passion working with different […]
Paula is a Senior Public Finance Analyst for our Wisconsin Team and has been an active Ehlers’ employee for more than 26 years. She helps clients achieve their economic development and redevelopment goals through the use of tax increment financing (TIF). She drafts comprehensive TIF plans and prepares all the required legal and financial documents […]
Rose is a Public Finance Analyst with Ehlers, serving all our geographic areas with document preparation and continuing disclosure services. She brings more than 10 years’ financial services experience to her role including mortgage, client service, insurance and operations management. Rose is fluent in Hmong and English, both speaking and writing. Rose lives in Cottage […]
Brendan currently serves as a Public Finance Manager in our Wisconsin office. He leads our Offering Documents Team, working with both clients and Municipal Advisors to assemble official statements and other key documentation before and after the issuance of debt. He also works extensively with our development team to continually advance technologies that improve processes […]
Emily serves as a Senior Public Finance Analyst with our Offering Documents Team. She coordinates legal documentation and analyzes the data necessary to produce official statements for our Minnesota and Wisconsin issuer clients. Emily also works extensively with our Development Team to improve processes and complete technology updates. Prior to joining Ehlers in 2018, Emily […]
