Independent. Client Focused. Experienced.
Our mission is to consistently provide accurate analysis and recommendations with respect to capital improvement financings that establish a long-term relationship beyond just one transaction and benefits our clients, the residents of the municipalities, and the State of Oklahoma.
Our vision is to provide municipal advisory services which strive to result in the most cost-effective manner for our clients to fund needed capital improvements.
“My goal is to provide our clients with a recommendation that is the most suitable based on our understanding of the facts and circumstances associated with each and every one of our clients’ transactions.”
Jon Wolff, President and CCO
“My goal is to develop close working relationships with every client, allowing me to provide solutions customized to address each community’s unique needs.”
Chris Wolff, Vice President
“I enjoy working with our clients to understand the needs of the community, their current and long-term goals, and finding the financial solutions that support their success.”
Jericah Dawson, Municipal Advisor