Leadership
Jon Isom
Chief Executive Officer
Jon is one of the founding members of Isom Advisors and has worked with California school and community college districts since he began his career.
Randy Merritt
Chief Operating Officer
Randy has over 20 years of experience providing financing solutions to California issuers, with an emphasis on K-12 school districts. In his role as COO, Randy helps manage day-to-day operations and oversees all corporate development activities.
Greg Isom
Chief Financial Officer
Greg has become one of the leaders in California K-12 bond measures and has worked on over 200 successful bond measures.
Michael Busch
Chief Strategy Officer
Michael is an accomplished municipal executive and public finance professional with experience as an assistant city manager and finance director as well as financial advisors, assisting on over $5 billion in tax-exempt and taxable debt for public agencies.
Team
Urban Futures
Wing-See Fox
Managing Director
Wing-See provides municipal advisory services to cities, special districts, and water districts. She has
many years of experience serving municipalities and local communities.
Doug Anderson
Managing Director
Doug specializes in tax increment and revenue financings, and has provided financial advisory services on over $2 billion of tax exempt and taxable bond financings.
Jim Morris*
Managing Director
Jim specializes in long-term forecasting, financial modeling and fiscal sustainability planning for cities and special districts in California.
*Mr. Morris is not a Municipal Advisor Representative and does not provide Municipal Advisor services.
William Reynolds
Director
William provides municipal advisory services to cities, special districts, and water districts. He has 49 years of municipal financing experience.
Branden Kfoury
Director
Branden specializes in preparing debt structuring and quantitative analysis for cities and special districts in California.
Kara Sun*
Financial Analyst
Kara is a dedicated financial analyst specializing in continuing disclosure, ensuring transparent and compliant financial reporting.
*Ms. Sun is not a Municipal Advisor Representative and does not provide Municipal Advisor services.
Isom Advisors
Makiko Sato
Managing Director
Makiko has been working with California school districts since 2003 with a focus on planning and implementing responsible and sustainable bond programs.
Rex Despain
Managing Director
Rex has helped many districts obtain needed capital for many years and has participated in a variety of financings.
Jason List
Managing Director
Jason has worked primarily with school districts for many years and has managed over 100 financings for numerous California School Districts.
Bryan Moore
Director
Bryan has been in Public Finance for over 10 years, focusing on Credit Rating Analysis, Continuing Disclosure, Bond Campaigns, and School Financings.
Janice Peters
Director
Janice has worked primarily with California school districts since the 2000’s developing bond programs and facilitating the issuance of bonds.
Jeff Pickett
Director
Jeff has worked with California school and college districts by developing bond programs and analyzing financial opportunities for many districts.
Nate McAllister*
Vice President
Nate has worked with numerous school districts in assisting with passing school bonds and parcel tax measures.
*Mr. McAllister is not a Municipal Advisor Representative and does not provide Municipal Advisor services.