Testimonials

Zach Boyers

Chairman & CEO, U.S. Bancorp Community Development Corporation

We recently hired Kathy to help us analyze exit strategies on numerous, complex tax credit investments. Her unsurpassed experience allowed her to consistently identify each investment's critical issues, present an incisive analysis of potential couses of action and deliver a recommended solution that optimized the Bank's interests.

John Dubinsky

Chairman, Stifel Bank & Trust

Kathy came to me over 20 years ago with an idea to create a Community Development Corporation, which I watched her develop into an industry leader for US Bank. Recently, we hired her at Stifel to expand our understanding of the tax credit investment market. Her knowledge is vast and she has an uncanny ability to deliver creative, advantageous solutions to complex tax credit deal challenges.

Ed Lieberman, Esq.

Tax Credit Division

Husch Blackwell LLP

Kathy has worked hand-in-hand with our tax credit legal team to help our clients achieve outstanding outcomes on a broad variety of deals. Her ability to overcome the business and legal challenges of tax credit investments is second to none.

Herb Stevens

Partner, Chief Innovation Officer

Kathy is a true pioneer and innovator in the tax credit finance world. She built an industry leading organization at US Bank that has been widely admired and emulated. She designed the investments for US Bank to be practical and safe, but also to deliver real value to projects. She has seen the tax credit world from every perspective, which makes her an invaluable resource for entities seeking business solutions to their tax credit challenges.