Jeff is a director and municipal advisor within the public sector practice. He specializes in serving school corporations and libraries providing clients with municipal advisory services including issuing bonds, budgeting, capital planning and credit strategy. Jeff began working as a municipal advisor in 2013.
Registered Municipal Advisor with the Securities and Exchange Commission.
- Provide services related to the issuance of bonds, ranging from financial feasibility to post-issuance
- Assist with general obligation and revenue financings for libraries and educational institutions
- Long term capital and tax rate planning
- Indiana Association of School Business Officials
- Indiana Association of Public-School Superintendents
- Indiana School Boards Association
Disclosure
Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group, LLP, a tax and advisory firm. Baker Tilly Advisory Group, LP, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.