Partner Information

Founded by Arthur J. Gallagher in Chicago in 1927, Gallagher has grown to be one of the leading insurance brokerage, risk management, and HR & benefits consulting companies in the world. Our values are core to our culture. Passionate service, strategic innovation, and ethical behavior form the basis of how we do business. All with one purpose: To help you face your future with confidence.

Contact: Casey Kemerling (Casey_Kemerling@ajg.com)

With cutting-edge technology and award-winning analysts, Azavar is helping smart finance leaders step into a bolder, brighter future.

Contact: Jason Perry (jperry@azavar.com)

Baird is an international financial services firm providing Private Wealth Management, Trust, Asset Management, Investment Banking, Capital Markets and Private Equity services.

Contact: Dalena Welkomer (dwelkomer@rwbaird.com)

Baker Tilly serves the advisory, accounting and assurance needs of states, cities, counties, townships, villages and other municipalities across the U.S. Our extensive experience and knowledge of the public sector cultivates a comprehensive understanding of the issues confronting state and local governments. As industry specialists, we see the big picture. This vision guides our delivery of advisory and accounting services to protect and enhance the value of governmental organizations. From spotting operational issues to streamlining processes, your community's success is at the center of everything we do

Contact: Jason Coyle (Jason.Coyle@bakertilly.com)

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future and an inclusive society.

Contact: David Mooney (david.mooney@bmo.com)

BS&A Software provides industry-leading cloud-based ERP solutions for local governments, streamlining municipal operations and improving efficiency. BS&A offers product solutions across financial management, human resource management, community development, utilities management, payments, and assessing and tax. Proudly serving over 2,900 municipal customers with innovative solutions and best-in-class service, BS&A empowers local governments and their communities to thrive. BS&A has been recognized as a leader in the local government software space and featured on the GovTech 100 list.

Contact: Sarah Cocos (marketing@bsasoftware.com)

Chapman is a law firm focused on finance. Our firm is comprised of lawyers and support professionals with the highest level of technical skill and industry insight who care deeply about their clients, colleagues, and co-workers.

Contact: Claire Wambach (wambach@chapman.com)

Enterprise Fleet Management is a nationally recognized solution for companies, municipalities, or other agencies that utilize vehicles as a part of their daily operations. We help our customers improve cash flow, bridge shortfalls in capital and operating budgets, as well as increase the efficiency of their fleets. Enterprise has more than 550,000 vehicles under management. When combined with our affiliate Enterprise Holdings, that number exceeds 1,900,000.

Contact: Raymond Jess (Raymond.S.Jess@efleets.com)

With a 155-year heritage, AXA Equitable stands among the nation’s premier providers of retirement plans, and serves the 457(b) and 401(a) government market. We help address the goals of plan sponsors, and offer their employees innovative retirement products and services. Over 5,200 financial professionals guide employees through the accumulation, preservation and distribution phases of retirement planning.

Contact: RJ Anglada (RJ.Anglada@equitable.com )

Through Fifth Third Bank, you gain access to a comprehensive array of products and services that can help you reach your investment objectives. Fifth Third Securities Institutional Brokerage can help assist you in many aspects of your goals and objectives. We feel it is critical to put in the time and effort to help formulate strategies and create investment or financing plans that fit into your specific risk portfolio. Then, through ongoing portfolio analysis, we measure the effectiveness of those strategies to help make sure you’re maximizing income while adhering to your risk parameters. Most importantly, by making superior customer service a top priority, we have established long and successful partnerships with many governmental entities.

Contact: Jessica Curran (Jessica.Curran@53.com)

GWA is a rapidly growing full service accounting firm specializing in government. Our clients include villages, cities, park districts, school districts, libraries and townships. The services that we provide include financial statement audits, Single Audits in accordance with the Uniform Guidance, financial statement (including ACFR) preparation, outsourced finance department functions, budget preparation and consulting services. What makes our firm different than other accounting firms is that our partners and manager have held senior management positions in local government. As a result, we understand the challenges faced by local governments and finance departments in particular. We have “been in your shoes” and believe that you will see the difference that makes in our services.

Contact: David Gonzalez (david.gonzalez@cpagwa.com )

The Illinois Metropolitan Investment Fund (IMET) is a local government investment pool established to serve Illinois public agencies. IMET offers two investment vehicles: the IMET Core Fund and the IMET Convenience Fund. These funds are designed for finance officers, treasurers, and other official custodians of public funds throughout the state. In addition to the funds, IMET provides participants with access to investment tools and services to support their financial programs. These include separately managed accounts (SMAs) through Meeder Investment Management, arbitrage rebate calculation services for bond proceeds, and access to DebtBook—an online platform for managing debt, leases, and subscription-based assets. IMET also offers a simplified cash flow forecasting tool to help identify portfolio liquidity and optimize earnings. To support ongoing education, IMET maintains the Investing Encyclopedia, a free knowledge resource for public fund investors.

Contact: Sofia Anastopoulos (sofia.ana@investimet.com)

The Intergovernmental Personnel Benefit Cooperative (IPBC) is an intergovernmental agency created under Illinois statutes, which allows units of local government to band together for the purposes of insurance and is open to municipalities, counties, special districts and intergovernmental agencies. The IPBC was established in 1979 and as of January 1, 2022 has over 150 members spread across the state of Illinois.

Contact: Dave Cook (davec@ipbchealth.org)

J.P. Morgan Government Banking exclusively serves state and local government clients with a consultative approach for treasury and credit banking services. With coverage of 1,700+ government clients across 40 states, our Government Bankers strive to maximize our clients’ operational efficiency by delivering solutions such as commercial card, treasury solutions, check printing, and private placement lending.

Contact: Justin Erkfritz-Gay (Justin.R.Erkfritz-Gay@JPMorgan.com )

MWM is a Chicago based independent firm providing comprehensive actuarial and employee benefit consulting services. Our clients include both the public and private sectors. Our professionals are certified in all areas, from actuarial valuations for GASB accounting under 25/27, 43/45, annual funding, budgeting, program design, reserving, member communications, and program administration, to long term entity financial modeling.

Contact: Kathleen Manning (kmanning@mwmcg.com )

Old National understands that the needs of governments and municipalities are different than those of small businesses and corporate clients. That’s why we have dedicated experts who can customize solutions for you. As active members of numerous industry associations, we believe in the mission of public service. We live and work in your community. Our kids go to school here. We are committed to developing meaningful relationships with the individuals and organizations that make our communities stronger, safer, and more beautiful.

Contact: Nadine Johnson (Nadine.Johnson@oldnational.com)

For more than 40 years, the professionals of PFM Asset Management LLC (PFMAM) have provided independent, objective, and well-informed investment advice and portfolio management for local governments. Using our deep understanding of the industry, PFMAM offers a strong history of thoughtful innovation coupled with an abiding dedication to preserving client capital.

Contact: Michelle Binns (binnsm@pfmam.com)

PMA Financial Network strengthens Illinois communities with comprehensive cash management, investment services, and public finance solutions. We support over 1,000 local government entities with competitive investment options and value-added services like Cash Flow Analysis, Bond Proceeds Management, and Investment Policy Review.

Contact: Lisa Nusko (lnusko@pmanetwork.com)

Thomas Sawyer and John Falduto came together in 2007 with one focus: to put customers first. Our objective is to determine the needs of our clients and to exceed their expectations. This commitment has brought us strong, long-term relationships. We provide excellent investment management services to the Trustees of Fire and Police Pension Funds, local units of government and high net worth individuals.

Contact: John Falduto (jfalduto@sawyerfalduto.com (W)

Sikich is a professional services company that assists clients in fulfilling their financial reporting obligations in an efficient, cost-effective, and timely manner. Our clients rely on our demonstrated technical proficiency, extensive government experience, and the dedicated involvement of senior staff to help them improve performance and achieve long-term strategic goals. Sikich serves a diverse array of governmental entities offering a comprehensive suite of services including assurance services, outsourced accounting services, human resources consulting, managed IT services, cybersecurity, any many more.

Contact: Anthony Cervini (anthony.cervini@sikich.com)

The 457 Consulting Group is a consulting firm that helps ensure government entities are fulfilling their legal fiduciary obligations by providing the best possible 457 retirement plan to their employees. We act as an intermediary between them and their provider, advocating as a fiduciary on their behalf. This means that we are legally required to act in the best interest of the entity and their employees by negotiating and maintaining the most advantageous plan available.

Contact: Joel Clousing (joel.clousing@lpl.com)

Tyler Technologies is the largest software company in the nation solely focused on providing integrated software and technology services to the public sector — cities, counties, states and school districts. Public sector software isn’t just what we do, it's all we do.

Contact: Scott Isaacs (Scott.Isaacs@tylertech.com)

Wintrust Government Funds assists the Wintrust Community Banks in providing the expertise and financial solutions that municipalities, park districts, school districts and other units of local government are seeking. Local management at each Wintrust Community Bank allows Wintrust Government Funds to offer superior customer service, sharper pricing, quicker decisions, together with dedicated community involvement that only a group of community banks can provide.

Contact: Aimee Briles (abriles@wintrust.com)

As a nationally ranked Bond Trustee and Paying Agent, Zions Bank Corporate Trust has built strong, lasting relationships with our municipal finance customers by delivering excellent service and by adding value to their bond transactions through our experience, flexibility and attention to detail. Our Chicago staff makes a true difference in Illinois by providing you and your financing team a purely local customer service experience utilizing our stable One Team…One Office…One Point of Contact delivery approach enhanced by strong technology solutions, personalized service and proven reputation.

Contact: Bob Cafarelli (Robert.Cafarelli@zionsbank.com)