Leadership

JonIsom

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.

jon@isomadvisors.com
(925) 478-7450

Randy Merritt

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.

randy@isomadvisors.com
(925) 478-7450

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.

greg@isomadvisors.com
(925) 478-7450

Michael Busch

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.

michaelb@urbanfuturesinc.com
(714) 923-3541

Team

Urban Futures

Wing-See Fox

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.

wingseef@urbanfuturesinc.com
(650) 503-1500

Jim Morris

Jim Morris

Managing Director

Jim specializes in long-term forecasting, financial modeling and fiscal sustainability planning for cities and special districts in California.

jamesm@urbanfuturesinc.com
(714) 283-9334

William Reynolds

Director

William provides municipal advisory services to cities, special districts, and water districts. He has 49 years of municipal financing experience.

williamr@urbanfuturesinc.com
(310) 804-7049

Branden Kfoury

Branden Kfoury

Director

Branden specializes in preparing debt structuring and quantitative analysis for cities and special districts in California.

brandenk@urbanfuturesinc.com
(714) 923-3560

Gabrielle Dawson

Gabrielle Dawson*

Associate

Gabrielle provides general transaction support and quantitative analysis for cities, special districts, and water districts. She has been working in the municipal finance space for over 3 years.

gabrielled@urbanfuturesinc.com
(301) 395-8246

*Ms. Dawson does not currently have her Municipal Advisor license and does not provide Municipal Advisor services.

Photo of Kara Sun

Kara Sun*

Financial Analyst

Kara is a dedicated financial analyst specializing in continuing disclosure, ensuring transparent and compliant financial reporting.

karas@urbanfuturesinc.com
(714) 923-3548

*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.

makiko@isomadvisors.com
(510) 388-8417

Rex Despain

Managing Director

Rex has helped many districts obtain needed capital for many years and has participated in a variety of financings.

rex@isomadvisors.com
(661) 587-2727

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.

jason@isomadvisors.com
(925) 478-7452

Miguel Rodriguez

Miguel Rodriguez

Director

Miguel has over 17 years of public finance experience dedicated to school districts and other public agencies in California.

miguel@isomadvisors.com
(925) 478-7450

Jeff Pickett

Director

Jeff has worked with California school and college districts by developing bond programs and analyzing financial opportunities for many districts.

jeff@isomadvisors.com
(925) 478-7450

Janice Peters

Director

Janice has worked primarily with California school districts since the 2000’s developing bond programs and facilitating the issuance of bonds.

janice@isomadvisors.com
(925) 478-7450

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.

bryan@isomadvisors.com
(925) 478-7450

Nate McAllister*

Vice President

Nate has worked with numerous school districts in assisting with passing school bonds and parcel tax measures.

nate@isomadvisors.com
(925) 478-7450

*Mr. McAllister is not a Municipal Advisor Representative and does not provide Municipal Advisor services.