Jeffrey is a principal with the public sector practice. He specializes in serving local government and public utilities. Jeff experience includes providing accounting, capital planning, financial consulting, utility rate-making and municipal advisory services.
Registered municipal advisor representative
- Provides consulting services for governments and public utilities including multiyear financial and capital forecasts and budget assistance
- Develops water, sewer, stormwater, electric, solid waste and landfill revenue requirements; cost of service allocations and rate design
- Assists with wholesale contract negotiations for water and sewer treatment and conveyance contracts
- Assists public utilities with asset management planning
- Assists public utilities with the issuance of tax-exempt securities for the financing of construction projects and the refinancing of outstanding debt
- Provides guidance in the area of accounting and recording procedures
- Provides outsourced financial management services to public utilities including contract controller services, bookkeeping and internal and external reporting requirements
- Assists local governments and public utilities access tax credits for qualified clean energy projects through the Federal Inflation Reduction Act (IRA)
- American Institute of Certified Public Accountants (AICPA)
- Indiana CPA Society
- American Water Works Association member
- Water Environment Association member
- Speaks on accounting, capital planning, financial reporting and rate-making topics at state and national conferences
- Authors various internally generated articles both regionally and nationally
Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group, LP. Reference to registration does not imply any particular level of skill. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm and provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2025 Baker Tilly Municipal Advisors, LLC
