Since 1988, Jeff has been involved in all aspects of special district formation and administration including special assessment, special tax, and maintenance district calculations, delinquency monitoring, arbitrage rebate calculations, reporting requirements and most recently, secondary market disclosure as required by amendments to SEC Rule 15c2-12.

Barbara began her career in the municipal arena in 1984. During her career she has developed a well-rounded base of municipal financial consulting experience from the formation and administration of special districts — both acquisition and construction financing, assessment districts, community facilities districts, maintenance districts and school facilities improvement districts, to the preparation of offering documents (Official Statements) in conjunction with the issuance and refunding of 1915 Act Assessment Bonds, Special Tax Bonds, Certificates of Participation and General Obligation Bonds. Barbara’s role as a Special Tax Consultant includes all phases of developer negotiations. Barbara has been a guest speaker for multiple associations and functions, including annually at the School Facilities Planning, Construction and Financing Workshop for many years.  Most recently, speaking on topics including: Developer Fees, Negotiating and/or Modifying Mitigation Agreements, and current areas SFNA’s are facing challenge.

Senior Associate, has spent well over a decade assisting public agencies since first joining the firm in 2003. His work centers on CFD administration and data analysis, arbitrage rebate computations, and preparation of quantitative data included in new bond issues secured by special taxes.  Brien assists agencies in compliance with both SEC continuing disclosure requirements as well as those requirements imposed by the state through the California Debt and Investment Advisory Commission (CDIAC).  He holds a Bachelor’s Degree in Political Science from the University of California at Berkeley.  Brien enjoys surfing and guitar playing in his free time. 

Jacqueline joined the team full-time in 2015. She has accumulated municipal finance experience over a range of topics including: the with preparation of biennial residential and nonresidential fee justification studies, territory transfer reports, application of fixed charge special assessments, SEC regarding annual continuing disclosure reporting, and special district formation. Jacqueline graded from the University of California at Davis with a Bachelor’s Degree.