Jack is a Financial Specialist with our School Finance Team. He brings over two decades of financial industry experience to his role with the firm, including managing municipal lease and note portfolios, and supporting software and reporting processes to deliver customer-focused solutions. Jack lives in Eden Prairie with his three children. They enjoy spending a […]
Beth is a Municipal Advisor with our School Finance team. She brings nearly two decades of public finance experience to her role with the firm, most recently serving as the Director of Business Services for ROCORI school district. Prior to that, she worked as a Business Manager with Holdingford Public Schools and a governmental audit […]
Aaron is a Senior Municipal Advisor with our School Finance team, bringing more than 16 years’ school finance experience to his role with the firm. Prior to joining Ehlers in 2021, he worked for seven years as the Director of Finance for South St. Paul Public Schools and served as the Finance Director for South […]
Shelby is a Senior Municipal Advisor and serves as the Managing Director of Ehlers’ School Finance team. She assists districts across Minnesota and Wisconsin with long-term capital planning and navigating the implications of legislative proposals on debt issuance. Before joining the firm in 2016, Shelby worked with the Minnesota Senate as a non-partisan research analyst […]
Ryan joined Ehlers in 2018 as a Senior Investment Advisor and was promoted to Managing Director in 2021 after helping lead the growth and expansion of the firm’s investment services platform. He advises public-sector clients on investment strategy, cash management, and fixed income solutions, and plays a key role in advancing the firm’s investment capabilities, […]
Annie serves as a Senior Public Finance Analyst on our Continuing Disclosure team, serving all of Ehlers’ client regions. She regularly assists our clients with their disclosure compliance needs, including verifying past filings, and compiling and submitting required filings. Annie also helps our Wisconsin clients prepare legal and financial documentation related to Tax Incremental Financing […]
Stephen is a nationally experienced arbitrage and post-issuance compliance specialist who works with school districts, cities, counties, and special districts to manage the full lifecycle of tax-exempt bond compliance. With over 16 years of experience, Stephen helps issuers translate complex IRS regulations into clear, actionable strategies whether navigating spending exceptions, rebate liabilities, or investment decisions. […]
Matthew joined Ehlers in 2018 as a Municipal Advisor with our School Finance team and was promoted to Senior Municipal Advisor in 2022. He brings more than a decade of direct school district experience to his role with the firm, most recently serving as the Director of Finance and Operations for Fridley Schools. Our clients […]
Roxann is a Financial Specialist with our School Finance team. Prior to joining Ehlers, Roxann worked for five years as a Coordinator for the Anoka-Hennepin School District. Ehlers’ clients depend on Roxann for her exceptional customer service, willingness to do “whatever it takes” and dedication to accuracy. Roxann lives in Big Lake with partner and […]
Jodie is a Senior Municipal Advisor who joined Ehlers’ School Finance team in 2009. She previously served 15 years as the Director of Financial Operations for the South Washington County School District. Her first-hand knowledge of district financial operations gives her unique insight into referendum planning, tax impacts and debt issuance for education projects. Jodie […]
