[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111

Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.

[email protected]
525 Vine Street
21st Floor
Cincinnati, OH 45202
Phone: (513) 672-1344

Ted has over 18 year experience working with government investors.  Ted joined Huntington Capital Markets in December of 2013 as Senior Vice President and Managing Director of Institutional Investments for Ohio, West Virginia and Indiana markets. Prior to joining Huntington, Ted spent fourteen years with Fifth Third’s Institutional Investments Group.  Ted specializes in fixed income investments for national and local institutions, including money managers, mutual funds, hedge funds, financial institutions, insurance companies, governments, schools, corporations and not-for-profit entities.  

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Zach Amendolea joined the office of Ohio Treasurer Josh Mandel in March of 2015. Mr. Amendolea oversees daily operations of the Liquidity Fund of the Ohio Regular Account and assists with the management of STAR Ohio. Prior to arriving at the Treasurer’s office, Zach worked as a taxable fixed income trader at Huntington National Bank. He holds a Bachelor of Business Administration in finance from Kent State University and a Master of Business Administration from Ohio University. In addition, Mr. Amendolea is a CFA charterholder.

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (937) 224-1841

Shannon’s health care practice includes representing hospitals and other health care organizations including nursing, assisted living and long-term care facilities, with respect to general counsel matters such as corporate compliance and governance for non-profits and public sector requirements for public hospitals. She also advises health care clients with financing and real estate matters including bond and other financing facilities, medical practice acquisitions and physician leasing, equipment leases and the purchase, sale and development of health care facilities.

Shannon also serves as general counsel and special counsel to port authorities, counties, municipal corporations and other political subdivisions in connection with a variety of operational and legislative matters, Public Records Act and Open Meeting Act compliance, land-use issues, public improvement projects, public-private partnerships, procurement processes and disputes, conflicts of interest, charter review and amendment processes, annexations and appropriations. Shannon also advises clients on Ohio’s economic development laws, programs and resources, including use of tax increment financing, creation and operation of special improvement districts, joint economic development zones, community reinvestment areas, state and federal loan and grant programs and the like.

Shannon’s real estate experience also includes work with procurement and sale of real estate, zoning, leasing, condominium creation and operation, ground leases, management contracts and the like for a wide range of developments, including office and medical office, ancillary health care facilities, industrial and commercial space, student housing, long-term care facilities and multi-use projects.

Shannon Martin focuses on the general counsel, finance and real estate development, and property management needs of health care and public sector clients, banks and other lending institutions, developers, and non-profit and for-profit corporations. She advises clients on a full range of general governance, compliance and operational matters, and has diverse transaction experience including serving as borrower’s counsel, bond counsel and bank counsel on financing transactions, and as counsel to buyers, sellers, developers, utility companies and public entities on acquisition and development projects.

M. Shannon Martin, Partner
937.224.1841
[email protected]

[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111

Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.

[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature.  Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.   

Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio.  In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”

[email protected]
65 East State Street
Suite 2000
Columbus, OH 43215
Phone: (614) 586-7238

Scott joined Schneider Downs Risk Advisory Services practice in 2008. In his various roles, he has performed extensive information technology and internal audits, and compliance and consulting engagements in a variety of industries, including manufacturing, retail, insurance, healthcare, government, not-for-profit, higher education and banking. Scott has extensive experience in performing Sarbanes-Oxley engagements for large manufacturing and fabrication companies.

Scott’s experience also includes engagements for information technology general control reviews, enterprise risk assessments, SSAE 18 SOC examinations, internal audit co-sourcing services, process improvement engagements and J-SOX compliance. Scott’s experience in the various sectors and in both technology and operations can be leveraged across most organizations. Scott has specific experience auditing large, complex information technology environments. Database audit experience includes Oracle, SQL Server and DB2. OS audit experience covers Windows Server, UNIX, Linux and the iSeries. He also has extensive experience in business process audit and consulting (e.g., order-to-cash, procure-to-pay, inventory, distribution, payroll, and treasury).

Prior to joining Schneider Downs, Scott spent 20 years as a small business owner and manager. There he was responsible for all aspects of the business including technology, payroll, operations management, sales, marketing, accounting, taxation and regulatory compliance. Scott’s experience as a previous owner and manager of small businesses imparts valuable insights to his current advisory role.

∙∙ Member – The Institute of Internal Auditors
∙∙ Member – Information Systems Audit and Control Association

Bachelor of Science - Accounting, Franklin University
Associate in Applied Science - The Ohio State University

[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature.  Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.   

Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio.  In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”

[email protected]
525 Vine Street
CN01
Cincinnati, OH 45202
Phone: (513) 639-4288

Mike Mestemaker is a Vice President and Relationship Manager for Huntington Bank’s Government Banking Division.  In this capacity, Mike is responsible for the retention, deepening, and growing of business with political subdivisions in the Cincinnati, Dayton, and Southeast Ohio markets, as well as the Northern Kentucky market by providing Huntington’s full array of financial services.  These services include treasury management, cash management, investment, public finance, trust, credit card and deposit products.

Mike began his career in Government Banking in October, 2000.  Mike has over 15 years of banking and relationship management experience in Government Banking, Correspondent Banking, and Business Banking.  Mike also was elected to 6 consecutive terms as both a member of City Council and Vice Mayor for the City of Cheviot, Ohio.  Mike started with Huntington Bank on January 25, 2016.

Mike holds a Bachelor’s Degree in Communications from Bowling Green State University.

[email protected]
525 Vine Street
20th Floor CN01
Cincinnati, OH 45202
Phone: (513) 762-1836

In her role as Treasury Management Sales Advisor, Amy specializes in assisting clients and prospects to optimize their cash cycle with customized treasury management solutions.  Amy began her banking career in 1977 and spent over 20 years in branch and bank operations management with the most recent 17 years spent in treasury management sales.  Amy earned her professional designation as a Certified Treasury Professional from the Association for Financial Professionals in 2003.  Amy is active with the Heart Association, March of Dimes, American Cancer Society and Southwest Ohio Association for Financial Professionals (SWOAFP).   Amy has served on the SWOAFP board since 2002 and was president from 2009-11.  Amy serves as a mentor in Huntington’s Mentoring Program in the Southern Ohio-Northern Kentucky Market.

[email protected]
2000 Huntington Center
41 South High Street
Columbus, OH 43215
Phone: (614) 365-2799

  Allison Binkley focuses her practice on serving as bond counsel, underwriter’s counsel and purchaser’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings. Her client base includes the State of Ohio, counties, municipalities, townships, port authorities, school districts, state universities, trustees, letter of credit banks, investment banking firms and financial institutions.  Allison has also served as bond counsel on 501(c)(3) and health care conduit financings. 
Allison has been recognized as a 2024 Best Lawyers in America for Public Finance Law and an Ohio Super Lawyer Rising Star from 2012-2017.  Allison is a member of the Ohio Government Finance Officers Association, for which she serves as a trustee and on the education committee.  Allison also serves on the board of Women in Public Finance – Ohio Chapter.  She is also a member of the National Association of Bond Lawyers.
Prior to beginning her legal career, Allison served as an economist for the Ohio Legislative Service Commission.  In that position, she staffed the Senate Finance and Financial Institutions Committee for which she drafted amendments to and coordinated the State of Ohio’s biennial operating and capital budget bills.

[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: (614) 987-1681

Brian Cooper concentrates on general obligation, income tax revenue, non-tax revenue and special revenue bonds.  Since 2003, Cooper has worked on 120 distinct project financings in Ohio representing over $2.75 billion in financed projects for municipal finance, economic development, utilities and infrastructure.  Cooper graduated from the Ohio State University in 2001 and is a municipal advisor registered with the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB).

He has been a presenter at the Council of Development Finance Agencies’ national conference and serves as their muni bond advisor for both beginner and advanced bond courses and has also presented at the annual conferences for the Ohio Economic Development Association, the Ohio Government Finance Officers Association and is a guest lecturer at the Ohio State University.

Cooper joined Umbaugh in 2015 when his practice, ACI Advisors, LLC, merged with Umbaugh.  He is based in Umbaugh’s Columbus, Ohio, office and lives in Worthington, Ohio with his wife Patty and their three boys, Alex, Calvin and Ivan.

[email protected]
255 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0547

Katie Kleinfelder has worked with municipal clientele since she began her career with Seasongood & Mayer 14 years ago. She was the first woman hired by the firm as a municipal investment banker while she completed her law degree. As a Director with RBC Capital Markets, she works with a broad array of general obligation and revenue credits in Ohio including school districts, universities and colleges, cities, villages, counties and townships.  Her career has allowed her to gain expertise in all sectors of Ohio public finance, and she is the company’s expert on Ohio municipalities, specifically.

Katie personally analyzed and structured over $6 billion of short- and long-term financings.  She has extensive experience financing and refinancing various revenue based funding programs, including various taxable and tax-exempt, fixed and variable rate structures.  Over the past five years, Katie has served a diverse list of municipal clients as senior managing underwriter including the following selected clients: City of Cleveland, Cleveland State University, the Cleveland Metropolitan School District, the City of Kettering, the City of Lima, Denison University, Lakewood City School District, Middletown City School District, The Ohio State University, Northwest Local School District (Hamilton County), and Youngstown State University.

Katie works to tailor the ideal plan of issuance considering the timing of the transaction with the current market environment, the plan of repayment, and to limit the risk of the issuer. Katie is an organized leader; her legal background has served clients well. She offers a critical eye to the bond documentation, compliance, disclosure and overall financing structure.

Katie’s prior experience includes a clerkship with Justice Evelyn Lundberg Stratton of the State of Ohio Supreme Court. She is an active member of the G.F.O.A. locally, and at the state and national levels. Along with her legal and securities licenses, Katie has a B.A. in Economics, Cum Laude, and is a graduate of the Honor’s Program of Denison University, Granville, Ohio. She obtained her Juris Doctorate from the University of Cincinnati, College of Law.  She is the proud mother of four children and resides in Montgomery, Ohio with her family.

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Jeremy Rzepka joined the Ohio Treasurer’s office in September 2016 as Deputy Legal Counsel. As Deputy Legal Counsel, Mr. Rzepka focuses on financial institutions, public finance, and public law. Prior to joining the Treasurer’s office, he worked in public accounting as a financial institutions auditor and he is a Certified Public Accountant. Mr. Rzepka received his Juris Doctor from the Moritz College of Law at The Ohio State University and his Bachelor of Science in Business Administration from The Ohio State University.

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: 614-728-9251

Mrs. Lewis oversees the Legislative, Policy and Constituent Affairs Department which serves as the liaison between the Treasurer’s office and the General Assembly. The department also identifies, researches, and develops policy positions and initiatives affecting the Treasurer’s office. Prior to arriving at the Treasurer’s office, Lizz worked as a Policy Advisor for former Speaker of the House, William G. Batchelder. She graduated with a Bachelor of Arts in Political Science from Kent State University.