Founded
in 1974, we
are experienced public financial advisors with extensive
knowledge of municipal bonds. We use the latest
technology to streamline operations, thereby enabling
us to provide expedient and more affordable
services to our clients.
MARSHALL F. LINN, President
Marshall Linn, President of Urban Futures, Inc., has more than 41 years of municipal and private consulting experience combined with professorships at both the University of California, Irvine Campus and California State Polytechnic University, Pomona. Over the last 31 years, Mr. Linn has specialized in the preparation and implementation of more than 150 redevelopment plans. In just the last seven years, Mr. Linn has participated in the preparation of over 60 redevelopment plans and over 60 redevelopment related special studies.
Mr. Linn has participated in either a compliance role or financial advisor on 500 bond issues, including 75 single-family and multi-family mortgage revenue bond issues, which have represented well over nine billion dollars worth of tax exempt securities. He has also served as financial advisor for over 400 Tax Allocation Notes, Bonds and Certificates of Participation, Lease Revenue Bonds, Water and Sewer Revenue Bonds and various other financial transactions.
Education
Mr. Linn holds a master's degree from the University of Southern California in Urban Planning and has taken graduate level courses in Real Estate Development.
DOUGLAS P. ANDERSON, Principal
Douglas Anderson is an expert in the areas of tax revenue analysis and bond administration. Mr. Anderson is responsible for the research and analysis necessary to structure tax allocation bond issues, including tax increment revenue projections and analysis of the revenue created by new development projects. As a financial advisor, Mr. Anderson has been involved with the issuance of over 250 bond issues, including Tax Allocation Bonds, Special Tax Bonds, and Water and Sewer Revenue Bonds. Mr. Anderson has been with Urban Futures Inc. since 1985.
Education
Bachelor of Science in Business Administration, with a Finance emphasis, San Diego State University.
EVA A. WOLF, Assistant Vice President
Eva Wolf assists in the research and analysis of financial and statistical data for municipal financings structured by Urban Futures. Ms. Wolf researches relevant issues such as tax increment dollar limits, dollar limit on outstanding bonded debt, plan duration limits, and also performs analysis of statutory pass-through calculations. She provides research and analysis of information, that are the components of successful bond offerings, such as assessed values, present and historical, secured and unsecured; largest taxpayers; delinquencies and appeals information. Ms. Wolf is responsible for coordinating with the financing team to ensure adherence to the financing schedule and a timely closing. Ms. Wolf has been with Urban Futures for over 10 years.
Education
Bachelor of Science in Business Management, University of Redlands.
JENNIFER L. HELBOCK Principal Consultant,
Continuing Disclosure
Jennifer Helbock recently joined Urban Futures, Inc. and will be responsible for primarily Continuing Disclosure services. Ms. Helbock formally was a Vice President of a large health care organization where she was in charge of compliance issues as mandated by both the State and Federal Government.
Education
Bachelor of Science and Masters Degree in Public Administration, University of Southern California.
JULIA PAYKEN, Financial Analyst
Julia Payken provides research and analysis for municipal financings and continuing disclosure reporting, as well as developing complex financial models. She provides support for the financing team by generating tax increment revenue projections, analysis of redevelopment plans and coordinating members of the financing team. Prior to working at Urban Futures Inc., Ms. Payken worked in local government as an administrative analyst.
Education
Ms. Payken graduated with departmental honors from California State University, San Bernardino with a Bachelor of Arts in Mathematics.
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