[email protected]
88 East Broad Street
Columbus, OH 42315
Phone: (800) 345-2519

David B. Thompson, CPA, graduated from the University of Cincinnati with a Bachelor of Business Administration with a major in accounting.    He is a Certified Public Accountant and has over thirty five years of governmental experience. Most of that experience is with the office of Auditor of State dealing with complex accounting, budgetary and reporting issues of local governments in the State of Ohio. Dave also served as Chief Project Manager of the Southwest Region of Local Government Services for over twenty years. 

[email protected]
300 Galleria Officentre, Ste 310
Southfield, MI 48034
Phone: 614-290-9398

Aaron Willis is currently the Cyber IT Risk Consultant for the OTARMA Program.  He has over 19 years of IT experience working for over ten years at Cooper Communications Group, in addition to his positions at Verizon and Maloney & Novotny. Mr. Willis is a graduate of Heidelberg University with a Bachelor of Business Administration degree.  Mr. Willis provides Cyber Risk Control services exclusively to OTARMA Members to evaluate, assess, prevent, and reduce cyber claims and losses by identifying emerging cyber exposures within the member’s township and offer customized cyber risk management techniques to help with mitigation efforts.

[email protected]
5701 Greendale Road
Johnston, Iowa 50131
Phone: 515-339-8321

Joined Sedgwick in November 2017 as an IT Risk Control Specialist III. Has 20 years experience in the information technology field.

With an educational background in computer network administration and criminal justice, Colette has a broad understanding of information security and is experienced working to enforce and enhance security measures for both public and private industries including government, human services, IT consulting, marketing, banking, insurance, pension, energy and manufacturing.

Some of Colette's prior experience has included:

1.) Information Security and Disaster Recovery

2.) Intrusion Detection and Incident Response

3.) Document and Records Management

4.) Server Administration, Imaging and Workflow

5 .) State and Federal Law and Regulation

Colette is a Certified Information Systems Auditor (CISA) with ISACA. She has also been A+ certified with CompTIA for20 years.

[email protected]
4016 Allston Street - Suite 4
Cincinnati, Ohio 45209
Phone: 888-596-2293

With over five years of experience in the investment industry, Joe has had exposure to both equity and fixed income markets. Much of this time has been spent working with fixed income products and portfolios. He brings a focused and detailed approach to portfolio management. From developing investment strategies, risk management, and portfolio analysis, Joe is determined in his work to provide investment counsel to the highest degree.

Prior Experience

• Fidelity Investments, Financial Representative
• Wedgewood Partners, Internship
• Parkside Financial Bank & Trust, Internship

Education

• Bachelor of Science in Economics, Saint Louis University

Certifications

• Chartered Financial Analyst (CFA)®
• Series 7, 63 (inactive)

n/a
88 E. Broad Street
Columbus, Ohio 43215
Phone: zzz.zzz.zzzz

Teresa Hicks is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office.  She has held various other positions as well in her over 21 years with the Auditor’s office, ranging from intern to Assistant Audit III.  Teresa’s areas of specialty include federal grants, Agreed Upon Procedure Engagements and Basic Audits. She is currently the Center’s Single Audit Coordinator. 

Teresa has a Bachelor of Arts in Accounting from the Bethany College and a Master degree in Business Administration from Franciscan University of Steubenville.   She is a member of the Central Ohio Chapter of the Association of Government Accountants (AGA) and the AICPA. Teresa is also a member of the Single Audit Committee for the National State Auditors Association (NSAA).  

[email protected]
6500 Taylor Rd
Suite A
Blacklick, OH 43004
Phone: 16148630045

Heidi first joined the OTA in 2000 as the Governmental Affairs Associate and worked her way up to Executive Director beginning January 2020. Known as the “Township Lady,” Heidi is responsible for managing all aspects of the organization and reports to the OTA Board of Directors. She frequently contributes to Association publications and routinely presents at educational events and county township association meetings.

Heidi graduated from Muskingum College in 1998 with a B.A. in Political Science. Prior to joining the OTA, she served as a Legislative Aide to a member of the Ohio General Assembly. Heidi lives in Bennington Township (Licking Co.) with her husband, Bret, and two dogs - Lady & Ice. She enjoys cheering on the Columbus Blue Jackets, taking rides on the back of her husband’s Harley, quilting, and traveling.

n/a
88 E. Broad Street
Columbus, Ohio 43215
Phone: zzz.zzz.zzzz

Teresa Hicks is a Quality Assurance and Technical Specialist in the Center for Audit Excellence Division of the Ohio Auditor of State’s Office.  She has held various other positions as well in her over 21 years with the Auditor’s office, ranging from intern to Assistant Audit III.  Teresa’s areas of specialty include federal grants, Agreed Upon Procedure Engagements and Basic Audits. She is currently the Center’s Single Audit Coordinator. 

Teresa has a Bachelor of Arts in Accounting from the Bethany College and a Master degree in Business Administration from Franciscan University of Steubenville.   She is a member of the Central Ohio Chapter of the Association of Government Accountants (AGA) and the AICPA. Teresa is also a member of the Single Audit Committee for the National State Auditors Association (NSAA).  

[email protected]
233 W 6th St. #2
Marysville, OH 43040
Phone: 937-645-3003

Andrea Weaver has served as Union County’s Auditor since March 2011, and during her tenure has been awarded a variety of education and leadership awards.  She recently served as the 2021 President of the County Auditors’ Association’s (CAAO). She serves on the Ohio Government Finance Officers Association (GFOA) board, specifically the Legislative committee, and served one term (2-18-2021) on the Ohio State Audit Committee (SAC), appointed by then-Senate President Obhof.  She is a member for the Memorial Health Foundation board and is a past member of the Union County YMCA Board of Directors.  She is a member of the Association of Government Accountants, (AGA) and Union County’s Republican Central Committee. Finally, she is a 2012 graduate of Union County’s Leadership program and a 2014 graduate of the JoAnn Davidson Leadership Institute.  Andrea served as the elected County Recorder in Mercer County, Ohio from 1997-2000.  Andrea earned a BS, Accountancy from Miami University and an MBA, Finance from St. Francis University.  She earned the professional designation of Assessment Administration Specialist, AAS from the International Association of Assessing Officers (IAAO) in 2012.  She lives in Marysville with her husband Dave and has 5 adult children and 7 grandchildren.

[email protected]
6665 Wadsworth Road
Medina, OH 44256
Phone: 330-723-1816

Mary Palowski has worked in the accounting field for over 35 years. After graduating from WestTech High School in Cleveland, she obtained a BA in Accounting from Cleveland State University by attending evening classes and working full-time in an accounting office.  Since then, she has worked in a few different companies as an accountant/human resource management.  During the last ten years she has continued her career as a public accountant and tax preparer for a local firm in Medina.  Mary has served as fiscal officer for Montville Township since 2004.

[email protected]
88 East Broad Street
Columbus, OH 42315
Phone: (800) 345-2519

David B. Thompson, CPA, graduated from the University of Cincinnati with a Bachelor of Business Administration with a major in accounting.    He is a Certified Public Accountant and has over thirty five years of governmental experience. Most of that experience is with the office of Auditor of State dealing with complex accounting, budgetary and reporting issues of local governments in the State of Ohio. Dave also served as Chief Project Manager of the Southwest Region of Local Government Services for over twenty years. 

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2372

Paul Rutter is a member of Bricker & Eckler's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. A significant portion of his practice is committed to serving as bond counsel for various school districts, municipalities, counties, townships, port authorities and other governmental entities in conjunction with the tax-exempt and taxable financing and refinancing of capital improvement projects including general obligation, special assessment, utility revenue and 501(c)(3) conduit financings. He also serves as underwriters' counsel and borrowers' counsel in similar financings. 

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: 614-227-4853

With more than two decades of experience in both public and private finance, Larry Scurlock is a seasoned financial analyst and fiscal manager. A member of the Public Finance group, he assists attorneys in managing bond transactions and provides education to municipal issuers on post-issuance compliance and continuing disclosure.

As a former debt management analyst at the State of Ohio’s Office of Budget & Management Debt Management Division, Larry has in-depth knowledge of Ohio’s fiscal processes. In this role, he coordinated capital funding for state agencies and departments, drafted capital and operating appropriation bills and maintained the state’s official investor disclosure document. Additionally, he introduced software and developed curriculum related to debt management and post-issuance compliance.

[email protected]
300 Galleria Officentre, Ste 310
Southfield, MI 48034
Phone: 614-290-9398

Aaron Willis is currently the Cyber IT Risk Consultant for the OTARMA Program.  He has over 19 years of IT experience working for over ten years at Cooper Communications Group, in addition to his positions at Verizon and Maloney & Novotny. Mr. Willis is a graduate of Heidelberg University with a Bachelor of Business Administration degree.  Mr. Willis provides Cyber Risk Control services exclusively to OTARMA Members to evaluate, assess, prevent, and reduce cyber claims and losses by identifying emerging cyber exposures within the member’s township and offer customized cyber risk management techniques to help with mitigation efforts.

[email protected]
5701 Greendale Road
Johnston, Iowa 50131
Phone: 515-339-8321

Joined Sedgwick in November 2017 as an IT Risk Control Specialist III. Has 20 years experience in the information technology field.

With an educational background in computer network administration and criminal justice, Colette has a broad understanding of information security and is experienced working to enforce and enhance security measures for both public and private industries including government, human services, IT consulting, marketing, banking, insurance, pension, energy and manufacturing.

Some of Colette's prior experience has included:

1.) Information Security and Disaster Recovery

2.) Intrusion Detection and Incident Response

3.) Document and Records Management

4.) Server Administration, Imaging and Workflow

5 .) State and Federal Law and Regulation

Colette is a Certified Information Systems Auditor (CISA) with ISACA. She has also been A+ certified with CompTIA for20 years.

[email protected]
88 East Broad Street
Columbus, OH 42315
Phone: (800) 345-2519

David B. Thompson, CPA, graduated from the University of Cincinnati with a Bachelor of Business Administration with a major in accounting.    He is a Certified Public Accountant and has over thirty five years of governmental experience. Most of that experience is with the office of Auditor of State dealing with complex accounting, budgetary and reporting issues of local governments in the State of Ohio. Dave also served as Chief Project Manager of the Southwest Region of Local Government Services for over twenty years. 

[email protected]
233 W 6th St. #2
Marysville, OH 43040
Phone: 937-645-3003

Andrea Weaver has served as Union County’s Auditor since March 2011, and during her tenure has been awarded a variety of education and leadership awards.  She recently served as the 2021 President of the County Auditors’ Association’s (CAAO). She serves on the Ohio Government Finance Officers Association (GFOA) board, specifically the Legislative committee, and served one term (2-18-2021) on the Ohio State Audit Committee (SAC), appointed by then-Senate President Obhof.  She is a member for the Memorial Health Foundation board and is a past member of the Union County YMCA Board of Directors.  She is a member of the Association of Government Accountants, (AGA) and Union County’s Republican Central Committee. Finally, she is a 2012 graduate of Union County’s Leadership program and a 2014 graduate of the JoAnn Davidson Leadership Institute.  Andrea served as the elected County Recorder in Mercer County, Ohio from 1997-2000.  Andrea earned a BS, Accountancy from Miami University and an MBA, Finance from St. Francis University.  She earned the professional designation of Assessment Administration Specialist, AAS from the International Association of Assessing Officers (IAAO) in 2012.  She lives in Marysville with her husband Dave and has 5 adult children and 7 grandchildren.

[email protected]
88 East Broad Street
Columbus, OH 42315
Phone: (800) 345-2519

David B. Thompson, CPA, graduated from the University of Cincinnati with a Bachelor of Business Administration with a major in accounting.    He is a Certified Public Accountant and has over thirty five years of governmental experience. Most of that experience is with the office of Auditor of State dealing with complex accounting, budgetary and reporting issues of local governments in the State of Ohio. Dave also served as Chief Project Manager of the Southwest Region of Local Government Services for over twenty years. 

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2372

Paul Rutter is a member of Bricker & Eckler's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. A significant portion of his practice is committed to serving as bond counsel for various school districts, municipalities, counties, townships, port authorities and other governmental entities in conjunction with the tax-exempt and taxable financing and refinancing of capital improvement projects including general obligation, special assessment, utility revenue and 501(c)(3) conduit financings. He also serves as underwriters' counsel and borrowers' counsel in similar financings. 

[email protected]
100 South Third Street
Columbus, OH 43215
Phone: 614-227-4853

With more than two decades of experience in both public and private finance, Larry Scurlock is a seasoned financial analyst and fiscal manager. A member of the Public Finance group, he assists attorneys in managing bond transactions and provides education to municipal issuers on post-issuance compliance and continuing disclosure.

As a former debt management analyst at the State of Ohio’s Office of Budget & Management Debt Management Division, Larry has in-depth knowledge of Ohio’s fiscal processes. In this role, he coordinated capital funding for state agencies and departments, drafted capital and operating appropriation bills and maintained the state’s official investor disclosure document. Additionally, he introduced software and developed curriculum related to debt management and post-issuance compliance.