About Us


Cooperative Strategies is dedicated to assisting local educational agencies in providing quality facilities for America’s students. Our experienced and knowledgeable staff offers guidance for the planning and financing of educational facilities—utilizing innovative technology, out-of-the-box problem solving methods, and inspiration from the best practices across the country. It is our mission to build long-term relationships with our clients and provide them with resources and services for their needs along the way. This commitment allows our clients to focus on their core mission of educating students.

Serving education clients throughout the nation, our focus provides our clients a unique level of service that is based on the best practices in the industry. Our team forms lasting relationships, creates a unity of focus among partners, and most importantly creates a successful team to build a lasting legacy.

Our Services

In an industry saturated with traditionally minded competition and businesses built on reputation of a single stakeholder, Cooperative Strategies brings a new kind of model to the table. True to our name, the company is comprised of many partners collaborating together to offer a multitude of services and fresh perspectives on problem solving and innovation. This approach provides clients with a broader range of counsel and expertise, and an unmatched level of service.

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Our Services by State

Please click below to see services provided in the State


Meet Our Team

All of our executives and employees share a common bond;
we are all energetic, attentive, creative, and helpful professionals. Meet each below:


Scott Newell
Chief Executive Officer
Colorado Office
T: 720.466.8680

Scott Newell Chief Executive Officer
Brian Grace
Chief Operating Officer
T: 844.654.2421

Brian Grace Chief Operating Officer
David Sturtz
Ohio Office
T: 614.798.8828

David Sturtz Partner
Larry Ferchaw
California Office
T: 844.654.2421

Larry Ferchaw Partner
Rachel Chang-Kwei
California Office
T: 844.654.2421

Rachel Chang-Kwei Partner
Scott Leopold
Ohio Office
T: 614.798.8828

Scott Leopold Partner

Alex Boyer

Alex Boyer, GIS Analyst, has been assisting school districts across the country with facility and demographic planning since 2014. His areas of expertise include: Facility Master Planning, Redistricting Services, Residential land use Development Analysis, Student Demographic Analysis and Enrollment Projection Services. Mr. Boyer holds a B.S. in City & Regional Planning from The Ohio State University with a minor in Geographic Information Systems. He is currently pursuing a second degree in Computer Science as well. When not at work, Mr. Boyer enjoys spending time playing basketball, cycling, golfing and spending time with family or friends.

Anabel Ednave-Bui

Anabel Ednave-Bui, Senior Director, specializes in assisting local education agencies in the utilization of Mello-Roos Community Facilities and currently manages more than 60 Community Facilities Districts and their related debt. Prior to joining the Company, Mrs. Ednave-Bui conducted compliance audits on public works projects. Mrs. Ednave-Bui is multilingual and can conduct business in Tagalog and Vietnamese. She holds a Bachelor's Degree in Information Systems from Saint Columban College, Philippines. When not at work, Mrs. Ednave-Bui spends her free time improving her culinary skills and playing outdoors with her children.

Andrew Bishop

Andrew Bishop, Associate Director, has provided financial, demographic, and cartographic services to a wide variety of LEAs since 2005. His areas of expertise include: Assessment District Administration, Enrollment Projections, Developer Fee Analyses, Geographic Information Systems, Demographic Analysis and Redistricting Services. Mr. Bishop holds a B.A. in Geography from the University of California, Los Angeles. During his free time, Mr. Bishop enjoys spending afternoons at the ballpark with his family.

Andrew Chittaphong

Andrew Chittaphong, Associate Director, provides assistance with various demographic projects within the School Facilities Department. Mr. Chittaphong joined the Company in September 2017 and holds B.A in Economics and Sociology, and a M.A in Demographic and Social Analysis from University of California, Irvine. In his free time you can find him exercising, playing volleyball or exploring cities with friends.

Andrew Nordquist

Andrew Nordquist, Associate, assists in the School Finance Department with pro-forma special tax analysis, bond sizing, bond issuance, CFD formation, mitigation fee analysis, and various other school finance activities. He previously worked in private equity investment and portfolio management while obtaining his BBA and MBA with specialization in Finance from National University. In his spare time, Andrew enjoys going to Ducks games, spending time with his Staffordshire Terrier, cooking, playing sports, cruising down PCH and relaxing at the beach.

Angela Banuelos

Angela Banuelos, Senior Administrative Assistant, has over 9 years of professional administrative experience in social services and nonprofit fields. She assists the company's community facilities department with day to day operations while ensuring all deliverables continually meet company standards. Mrs. Banuelos also manages several of the company's databases including contracts administration and taxpayer communication record keeping. She also leads the administrative team by providing technical development and oversight for all administrative personnel. In her spare time, Mrs. Banuelos enjoys spending time with her family and leading her local Girl Scout Brownie Troop.

Ann Hoffsis

Ann Hoffsis, Project Director has been providing demographic and facility planning services to school districts throughout the country since 2000. With a focus on enrollment projections, Ann has provided enrollment projection services for over 680 school districts in 30 states, producing over 3,200 enrollment projections. She has been instrumental in the development of our custom enrollment projections software, Student Trends and Enrollment Projections [S.T.E.P.], developed in collaboration with The Ohio State University. Ann holds a B.A. in Psychology from The Ohio State University as well as a Geographic Information Systems Certificate from Columbus State Community College. In her free time, Ann enjoys spending time with her family.

Ashley Guzzo

Ashley Guzzo, Project Assistant has been a part of the facility planning industry since 2010. Ms. Guzzo has experience in nearly all areas of the facility planning field ranging from Facility Master Planning to Adequacy Assessments though her area of expertise includes: Community Engagement, Survey Creation, and Event Marketing. Prior to working with Cooperative Strategies, Ms. Guzzo spent time teaching in the private sector. She holds a Bachelor’s in Arts with a concentration in Child Development from The Ohio State University. During her free time, Ms. Guzzo enjoys spending time with her husband and two young children as well as attending live theater and Broadway shows.

Benjamin Clark

Benjamin Clark, Associate, provides assistance in the School Demographics Department including: Alternative Fee Analysis, Enrollment Projections, Developer Fee Analyses, Geographic Information Systems, Demographic Analysis and Annual Reports. Before Cooperative Strategies, he previously worked in the Management Consulting, Account Management, and Project Management industries. Mr. Clark’s educational background includes a Bachelor of Science degree in Kinesiology, Master of Science Degree in IT Management and pursing Project Management Professional (PMP) Certification. In his spare time, Ben enjoys spending quality time with his family, going to the gym, playing sports, and spending time outside.

Beth Barnard

Beth Barnard, Associate, assists on the School Finance Team with special tax analysis, bond sizing, bond issuance, CFD formation, and mitigation fee analysis. Beth joined Cooperative Strategies in October 2018 and prior to her time here she worked in business development in the technology sector. Beth earned a Bachelor of Arts in Communication from Boston College. In her spare time, Beth enjoys spending as much time outside as possible especially hiking, skiing, and riding bikes to the beach.

Bryan Lloyd

Bryan Lloyd, Human Resources Generalist, Mr. Lloyd has been with us for seven (7) years, and currently holds the title of HR Generalist within our Company. Mr. Lloyd has extensive experience in a broad range of HR duties and responsibilities which include everything from employee recruitment and retention to benefit and 401(k) administration. Prior to joining our Company, Mr. Lloyd obtained a B.A. in Human Resources Management from California State University, Fullerton. In his free time Mr. Lloyd enjoys taking in any sporting event he can, while also spending as much time as possible with his wife and his two daughters.

Christopher Rashidian

Christopher Rashidian, Associate, assists with the administration of many community facilities districts throughout California. Mr. Rashidian joined the company in May 2018 and holds a B.A. in Sociology from National University. Prior to joining Cooperative Strategies, Mr. Rashidian worked in the real estate mortgage industry. In his spare time, you can find him either cooking, riding his bicycle, or hanging out with his cats and dog.

Corey Burbach

Corey Burbach, Associate Director, worked in the natural gas industry before joining the Company. Mr. Burbach performs a wide variety of financial services for the firm and assists LEAs throughout the State with their funding options. Mr. Burbach specializes in facilities funding and has been involved with financings ranging from general obligation bond issuances, lease-revenue bonds and CFD special tax bonds. Mr. Burbach holds a B.S. in Business Economics from the University of Arizona. In his free time Mr. Burbach enjoys golfing and fishing with friends and family.

Cynthia Casarez

Cynthia Casarez, Associate, specializes in GIS cartography, also provides assistance with various projects in the School Facilities department and Redevelopment. Ms. Casarez holds a B.S. in Geography with emphasis in GIS from California State Polytechnic University, Pomona, and an M.S. degree in Geographic Information Science from California State University, Long Beach. In her free time, Ms. Casarez enjoys going on road trips, exploring new places and finding adventure.

David Lopez

David Lopez, Senior Director, brings over 20 years of experience in managing project teams within the client service industry. Mr. Lopez assists LEAs with their Facilities Master Planning efforts, specialized demographic needs, clean energy options, redevelopment services and utilization of CFDs as facilities funding options. His CFD experience ranges from the developer mitigation negotiation stage to formation to related debt issuances and annual administration of CFDs over a 10 year span with our firm. In addition to being actively involved with client relations and outreach endeavors nationwide, he also presents training topics at COE sponsored meetings and various regional events hosted by and for LEAs. Mr. Lopez holds a B. A. in American History from the University of California, Berkeley. When not at work, Mr. Lopez enjoys spending quality time with his wife and family.

Galina Kostiv

Galina Kostiv , Senior Associate, assists with enrollment projections and subdivision analyses. She obtained a B.S. in Geographic Information Systems with a concentration in Environmental Studies and minored in Math and Computer Applications at the State University of New York at Cortland. After developing an inventory management system for a remodeling company, she joined Cooperative Strategies in July of 2018. In her free time, Galina sings in her church choir, plays volleyball with her friends, cross-stitches, and studies world religions.

Heather Latiolais

Heather Latiolais, Marketing Associate, joined Cooperative Strategies in early 2018 and responds to requests for proposals and qualifications, writes case studies, conducts research, and contributes to additional marketing efforts for the Business Development Department. She came to Cooperative Strategies from the radio industry with a background in sales and marketing and holds a B.A. in Public Relations from Ohio Dominican University. In her spare time, Mrs. Latiolais enjoys cooking and baking, party planning, traveling, driving her Camaro, and spending time with her husband, two children, and two German Shepherds.

Janice Grass

Janice Grass, Administrative Assistant, provides administrative support to the School Facilities Department. Janice has over five years of administrative support experience, before coming to Cooperative Strategies. She holds a B.S. in Business Administration with Emphasis in Marketing from California State University, Long Beach. She is currently working on getting into the MBA program at CSULB and is a small business owner in the publishing industry. In her free time, Janice enjoys obstacle races, martial arts, traveling and spending time with friends/family.

Jesse Landre

Jesse Landre, Associate Director, Mr. Landre has performed the daily administration for over 100 CFDs of school districts within the counties of Los Angeles, Riverside, Kern, Orange, and Santa Clara. This varied experience, along with his role as a Financial Advisor and/or Special Tax consultant on CFD Special Tax bond issuances, affords Mr. Landre a unique perspective when negotiating mitigation agreements and the terms for the formation of CFDs. His experience allows him the ability to scrutinize mitigation terms and account for a host of potential outcomes that could transpire during the lifetime of a CFD. Mr. Landre holds a B.A. in Business Administration from California State University, Long Beach. Mr. Landre enjoys outdoor activities and playing/writing music in his free time.

John Beckelheimer

John Beckelheimer, Associate, assists with the administration of various community facilities districts throughout California. Mr. Beckelheimer joined the Company in April 2018 and holds a B.S. in Business Finance from California State University, Dominguez Hills. During his free time, he enjoys golfing, travelling, and trying new restaurants.

Karen Daniel-Hamberg

Karen Daniel-Hamberg, Associate, is involved in assisting LEA’s with facility planning and demographic services. Ms. Daniel-Hamberg has experience assisting with facility master plans, boundary planning, facility assessments, capacity & utilization studies, and educational specifications. Ms. Daniel-Hamberg holds a B.A. in Geography from Wittenberg University. Ms. Daniel-Hamberg enjoys camping and spending time with her family and her dog, Pablo. She is an avid cow lover and would one day like to live on a farm.

Kayla Hoang

Kayla Hoang, Associate, supports the Company's multiple project teams by interfacing with public agencies and maintaining the Company's extensive proprietary database resources. Mrs. Hoang maintains productive relationships with representatives of both county and local governments throughout California. Mrs. Hoang is bilingual and can conduct business in Vietnamese. In her free time, Mrs. Hoang enjoys cooking traditional Vietnamese food.

Kevin Huber

Kevin Huber, Associate Director, formerly a Regional Program Manager with the Office of Capital Construction at the Colorado Department of Education, has been serving LEAs since 2009. Mr. Huber has focused on several areas of school facility planning, leading community meetings, assessing budgets and identifying opportunities for schools across Colorado. Kevin was instrumental in drafting the most recent Capital Construction Facility Guidelines for the State of Colorado and has worked with several school districts to implement capital programs from the initial planning phase to post occupancy of construction. Areas of expertise include: Facility Planning and Programming, Capacity and Utilization Analysis, Procurement, Project Management, Community Outreach and Grant Writing. Mr. Huber holds a Bachelor’s degree in Business Management from Colorado State University. Mr. Huber enjoys camping and backpacking in summer, and skiing and snowboarding in the winter with his wife and two children.

Lee Hwang

Lee Hwang, GIS Director, has been working in the field of Geographic Information Systems for over 16 years beginning his career with the U.S. Geological Survey as a cartographer. His experience with LEAs began in 2003 and has since become an expert in Student Demographic Analysis, Residential Land Use Development Analysis, Student Potential Analysis and Facility Master Planning. Mr. Hwang holds a Bachelor of Science in Geography, is a certified Geographic Information Systems Professional (GISP) and a Registered Educational Facility Planner (REFP). In his free time, Mr. Hwang enjoys spending time with family and friends but also takes pleasure in photography, golf, and motorsport.

Lori Shepherd

Lori Shepherd, Controller, is a licensed CPA with 20+ years of experience working with privately-held businesses to optimize accounting functions by focusing on efficiency and leveraging technology. Ms. Shepherd acts as a liaison to external parties in financial matters for the company and leads the Accounting team. Ms. Shepherd has a B.S. in Business Administration from The Ohio State University with a focus in Accounting. In her spare time, Lori enjoys traveling, fitness, gardening and spending time outdoors.

Matt Menning

Matt Menning, Associate, has spent nearly ten years working with K-12 School Districts from states across the nation to provide compliance and regulatory consulting services. Working primarily in the construction labor sector, Mr. Menning has been responsible for ensuring schools remain in compliance with State and Federal labor laws and regulated labor utilization requirements.

Matt Sachs

Matt Sachs, GIS Analyst, has been assisting school districts across the country with facility and demographic planning since 2011. His areas of expertise include: Facility Master Planning, Capacity and Utilization Analysis, Redistricting Services and Demographic Analysis. Mr. Sachs holds a B.S. in Geography from Ohio University. When not at work, Mr. Sachs enjoys spending time with his wife and two daughters, cooking with his smoker and watching a variety of sports.

Michael Hobson

Michael Hobson, Director, Client Solutions, Mr. Hobson works with school districts to assess needs and help them accomplish their goals in the most efficient and cost-effective manner possible. He connects clients throughout the United States with the services Cooperative Strategies provides. Mr. Hobson graduated from the University of Oregon with a B.A. in History and a minor in Photojournalism. He also has certificates for Teaching English As A Second Language and Marketing and Communications from the University of California, Irvine. From 2004 to 2006, he fulfilled a lifelong dream of serving as a Peace Corp Volunteer. Serving in Chad, Africa, Mr. Hobson taught English at the Institute of Sciences and Technology of Abeche. In his free time, he enjoys spending time with his wife and seven year old daughter at the beach, by any pool or on the golf course.

Patrick Villanueva

Patrick Villanueva, Associate Director, assists with the administration of various community facilities districts throughout California and is responsible for assisting these school districts comply with their year round obligations. Mr. Villanueva joined the Company in June 2017 and holds a B.A. in Business Economics from the University of California, Irvine. In his spare time, Mr. Villanueva enjoys exercising or cooking new foods.

Sarah Baldwin

Sarah Baldwin, Associate Project Manager, joined Cooperative Strategies in 2018 and specializes in Owner’s Representation projects. Ms. Baldwin previously worked in the pharmaceutical industry where she gained experience in team administrative support and project management. She graduated with her MBA from the University of New Mexico. In her free time Ms. Baldwin enjoys cooking new recipes, exercising, and spending time with her husband and their dog.

Scott Stubbins

Scott Stubbins, Senior Associate Director, provides financial advisory services to local governments, including the school districts, cities, counties and utilities. Scott strives to provide clients creative solutions, fusing policy objectives with a robust analytical approach. In his career, Mr. Stubbins has completed in financings the totaling over $4 billion for local government clients. Mr. Stubbins graduated from the Bowling Green State University with a B.A. in Business Administration. Scott lives in Cincinnati, Ohio with his wife, three children and two dogs. Mr. Stubbins believes in the power of arts in education and has put this belief in to action previously serving as Treasurer and Chairman of the Board for the Children's Theatre of Cincinnati. In his free time, Scott enjoys traveling, spending time with family, hiking, and lake life.

Sean Hayes

Sean Hayes, Senior Associate, joined Cooperative Strategies in May of 2018 and is on the Enrollment Projection Team. While he primarily works on developing enrollment projections, he also helps with a variety of other tasks, when needed, including: Redistricting Services, Capacity and Utilization Studies, Live/Attend Analyses, and Demographic Analyses. Mr. Hayes holds a B.S. in Geographic Information Systems from The Ohio State University with a minor in Economics. While not at work, Mr. Hayes likes spending time outdoors, watching/attending sporting events, going to concerts, playing video games, and hanging out with his friends and family.

Sean Pan

Sean Pan, Associate, conducts financial audits for many school districts throughout California in the School Finance Department. His expertise includes aiding school districts interpret Redevelopment agreements, building models to project future payments, and analyzing payment records. Mr. Pan joined the Company in June 2018 and holds a B.S. in Mathematics from the University of California, Davis. In his free time Mr. Pan enjoys hanging out on the beach, going to the gym, and practicing and performing close-up magic.

Steven Mumblo

Steven Mumblo, Project Manager, formerly a Senior Project Coordinator in the hospitality sector, has been involved in project reporting for capital investment initiatives, and relationship building with clients and industry partners since 2015. Mr. Mumblo has focused on project management and accounting during this time, and always strives to be the champion of communication and expectation management. During his time with Cooperative Strategies, Mr. Mumblo has fully embraced his role as Project Manager, applying his tenacity for details and communication to his work for school districts, both large and small. Areas of expertise include: Project Account Management, Service Procurement Management & Facilitation, Expediting, Client Relations and Report Analysis. Mr. Mumblo holds a bachelor’s degree in Environmental Studies from The University of Montana. Mr. Mumblo enjoys camping under the stars while exploring in the backcountry and dancing under the stars at his favorite concert venue, Red Rocks Amphitheatre, just outside Denver.

Susan Miller

Susan Miller, Associate Director, works with our local and state education agency clients. She formerly worked for Education Facility Solutions, a company focused on identifying and securing facilities for charter schools. Prior to that, Ms. Miller's experience included investment fund development, project finance, investment banking at Kidder Peabody, and serving as a credit rating officer at Standard and Poor’s Corporation. Ms. Miller is very active in K-12 at the state, district, and local school levels, serving on accountability teams at both charter and district schools. She is an active board member for a number of Colorado non-profit education organizations and advocates for legislative issues that impact K-12 funding and facilities. Ms. Miller holds a B.A. from Northwestern University. She enjoys skiing and hiking with her husband, children and their Rhodesian Ridgeback.

Tam Dinh

Tam Dinh, Systems Analyst, specializes in developing customized applications including all aspects of database designing, graphics designing, programming and maintenance. Since joining the Company in 2007, Mr. Dinh has developed many projects, including, though not limited to, the interactive web based platforms DisclosureCompliance, PayReqs, CerTracs, MySchoolLOCATION and Facility101. He is also responsible for integrating data between various Counties and Community Facilities Districts for analysis and reporting. His experience and skills allow him the ability to improve efficiencies within the existing processes and move the Company forward with the latest technologies available. Mr. Dinh holds a B.S. in Computer Science from California State University, Pomona. In this free time, Mr. Dinh enjoys sports, painting and traveling around the world.

Virginia Le

Virginia Le, Associate, assists with the administration of various community facilities districts throughout California. Ms. Le joined the Company in April 2018 and holds a B.A in Economics and a B.S. in Statistics from the University of California, Davis. In her free time, you can find her gardening, enjoying time at the beach, or exploring food destinations with friends.

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