Chief Executive and Strategy Officer
Mike currently serves as the Chief Executive and Strategy Officer of the firm and manages day-to-day operations.
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.
Greg has become the leader in California K-12 bond measures and has worked on over 200 successful bond measures.
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 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 specializes in long-term forecasting, financial modeling and fiscal sustainability planning for cities and special districts in California.
William provides municipal advisory services to cities, special districts, and water districts. He has 49 years of municipal financing experience.
Branden specializes in preparing debt structuring and quantitative analysis for cities and special districts in California.
Dan has over 30 years of experience in municipal finance, treasury and accounting experience. He specializes in developing high level budget forecasts, pension modeling and analytics, and other a long‐term financial strategy for operational and fiscal sustainability.
Rex has helped many districts obtain needed capital for many years and has participated in a variety of financings.
Jason has worked primarily with school districts for many years and has managed over 100 financings for numerous California School Districts.
Bryan has been in Public Finance for over 10 years, focusing on Credit Rating Analysis, Continuing Disclosure, Bond Campaigns, and School Financings.
Janice has worked primarily with California school districts since the 2000’s developing bond programs and facilitating the issuance of bonds.
Jeff has worked with California school and college districts by developing bond programs and analyzing financial opportunities for many districts.
Makiko has been working with California school districts since 2003 with a focus on planning and implementing responsible and sustainable bond programs.
Nate has worked with numerous school districts in assisting with passing school bonds and parcel tax measures.