[email protected]
175 South Third St., Ste 1250
Columbus, OH 43215
Phone: 614.987.1689

Marvin has been a finance professional for over 29 years, serving as treasurer/CFO for various types of school districts in Ohio and later as managing director for a large Midwest capital markets investment banking firm serving assorted education and traditional local government clients.

Specific experience
Provides services related to the issuance of bonds, from financial feasibility through post-issuance
Assists with capital and operating referenda strategy related to ballot initiatives
Comprehensive capital project planning and financial planning

Industry involvement
Ohio Association of School Business Officials
Buckeye Association of School Administrators
Ohio Government Finance Officers Association

Thought leadership
Speaker and panelist at conferences and workshops on topics related to public finance, capital planning, school district revenue and expenditure forecasting, millage studies and bond issuances

[email protected]
175 South Third St., Ste 1250
Columbus, OH 43215
Phone: 614.987.1687

Jordan specializes in client services related to school district capital planning and debt issuance processes. Her professional background includes income tax revenue forecasting and economic trend analysis, as well as central bank policy, revenue volatility and export markets research.

Specific experience
Provides services related to the issuance of bonds, from financial feasibility through post-issuance
Assists with capital and operating referenda strategy related to ballot initiatives
Comprehensive capital project planning, millage modeling and financial planning

Industry involvement
Ohio Association of School Business Officials
Women in Public Finance

[email protected]
1587 West Third Avenue
Columbus, OH 43212
Phone: (614) 485-4021

Beth joined Grandview Heights City School District as Treasurer on July 1, 2014, with 17 years of governmental accounting and financial reporting experience.  Prior to joining Grandview, Beth served as Treasurer of Pleasant Local Schools in Marion County since 2007.  Prior to becoming a school district Treasurer, she spent about 10 years with the State Auditor’s Office, serving most recently in the position of Senior Audit Manager.  Beth is a graduate of Heidelberg University with a Bachelor of Science Degree in Accounting.  She is also a Certified Public Accountant.