K-12 Schools

Primary and secondary schools face a number of competing pressures today. They are expected to keep pace with the needs of expanding communities, serve the needs of existing schools and build for the future. At the same time, they are tasked to restrain spending while making the most of scarce economic resources without increasing community tax burdens. PFM has a long history of helping schools maintain this delicate balance.

We have worked with hundreds of school districts, charter and private schools throughout the United States, advising on billions of dollars in long-term financing. For the past five years, we have averaged approximately 200 school district bond transactions nationally – the most of any firm in the country.

PFM’s primary and secondary school clients include many of the largest urban districts and some of the smallest rural districts. The experience gained and technical resources developed for the larger districts enable PFM to provide efficient and cost-effective financing tools to our smaller clients.

In addition to meeting the financing needs of school districts, PFM has developed strategic forecasting solutions for school districts of all sizes to use for long-term budget planning and forecasting. Our proprietary software gives our clients access to information that allows them to make informed decisions today that will impact their school district for the next five-to-ten years.

PFM’s school district specialists have also been able to meet specific needs in unique situations that our numerous clients face, such as the impact of changing tax structures, property tax valuations, and accounting regulations.

We are experienced in working with QZABs, QSCBs, QECBs and other Federally-subsidized financing tools.

Meet Our People

Name
Position
Location
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Amy Otten
Client Services Senior Analyst
Philadelphia
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
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