UNIQUE SOLUTIONS.
COMPREHENSIVE RESOURCES.

About Us

COMPLETE FINANCIAL & DEMOGRAPHIC PLANNING FOR EDUCATION

Cooperative Strategies is dedicated to assisting local educational agencies in providing quality facilities for America’s students. Our experienced and knowledgeable staff offers guidance throughout every step of 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 any and all of their needs along the way. This commitment allows our clients the peace of mind to focus on their core mission of educating students.


Serving more than 2,000 education clients, 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.


Services
Browser-based Platform

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:


EXECUTIVE TEAM

Benjamin Dolinka
Chief Executive Officer
California Office
T: 844.654.2421

Benjamin Dolinka Chief Executive Officer
Brian Grace
Chief Operating Officer
Tennessee Office
T: 844.654.2421

Brian Grace Chief Operating Officer
Tracy Richter
President, Ohio
Ohio Office
T: 614.798.8828

Tracy Richter President, Ohio
Dustin Jones
Partner
Colorado Office
T: 720.897.6607

Dustin Jones Partner
Larry Ferchaw
Partner
California Office
T: 844.654.2421

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

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

Scott Leopold Partner
David Sturtz
Partner
Ohio Office
T: 614.798.8828

David Sturtz 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, Senior 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.

Angela Banuelos

Angela Banuelos, Administrative Assistant, provides administrative support to community facilities district and school finance departments. Angela has six years of administrative support experience, before coming to Cooperative Strategies. On her free time she enjoys spending time with her family and can be found catching a game of paintball.

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.

Ashton Saber

Ashton Saber, enjoys working on the community engagement process and facility planning. She was previously an assistant for the Town of Babylon, New York in the Office of Downtown Revitalization, where she worked on various economic development, transportation, and visioning projects. Ashton also interned with the United Nations in the Office of the Capital Master Plan, and with the New York State Assembly in a political office. She holds a B.A. in Economics from Binghamton University in New York, and is currently working on a Master’s degree in City and Regional Planning at Ohio State University. Ashton enjoys recreational fencing and attending live music shows in her free time.

Bryan Lloyd

Bryan Lloyd, Human Resources Generalist, Mr. Lloyd has been with us for five (5) 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 daughter.

Corbin Richter

Corbin Richter, Associate, specializes in assisting local education agencies in the utilization of Mello-Roos Community Facilities Districts, including all aspects of bond issuances, secondary market disclosure and administration. Prior to joining Cooperative Strategies, Mr. Richter worked within the accounting department of a credit union. He double majored at Purdue University earning his B.S. degree in Accounting and Management. During his free time, Mr. Richter enjoys all things sports related, relaxing on the beach and spending time with his family.

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.

David Lopez

David Lopez, Client Manager, brings more than 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 and utilization of CFDs as facilities funding options. His CFD experience includes numerous mitigation negotiations, formations, bond issuances and administration of special taxing districts over an 8 year span. Mr. Lopez also presents training topics at COE sponsored meetings, various regional events hosted by and for LEAs within the State and is actively involved with the firm's client relations and outreach endeavors nationwide. Mr. Lopez holds a B. A. in American History from the University of California, Berkeley. During his free time, Mr. Lopez be found hiking or camping along coastal California.

Jason Martinez

Jason Martinez, Associate Director, oversees our DisclosureCompliance™ interactive web based platform that assists LEAs and municipalities with their post-issuance municipal debt disclosure obligations pursuant to Securities and Exchange Commission Rule 15c2-12. Mr. Martinez works with LEAs and municipalities in the preparation and dissemination of their Annual Reports, Audited Financial Reports, Adopted Budgets and Interim Financials to ensure compliance with each of their issuance’s contractual requirements. Mr. Martinez holds a B.A. in Political Science from the University of California, Riverside and a J.D. from Western State College of Law. In his free time, Mr. Martinez enjoys sports and traveling.

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.

Jessi Vasile

Jessi Vasile, Business Manager, Ms. Vasile has over seven years of experience serving the education community. On behalf of Cooperative Strategies she is responsible for all matters pertaining to client relations. This includes managing the firm's association partnerships, conferences and ensuring our clients receive the highest level of care at all times. She also specializes in service line development and implementation. Ms. Vasile's extensive and thorough knowledge across all of Cooperative Strategies service lines allows her to facilitate project management and client communication in all aspects of facilities planning and funding. In her free time, Ms. Vasile enjoys running long distances, especially on sandy beaches.

Jessica Bliven

Jessica Bliven, Accounting Manager, is responsible for the day-to-day management of our Accounting Department. Mrs. Bliven handles all aspects of our Accounting processes including A/P, A/R, General Ledger and Payroll. Since joining the Company in 2005, Mrs. Bliven has also completed several audits, including a very extensive SEC audit, and converted 99% of the Accounting files & processes to electronic files and procedures. Mrs. Bliven holds a B.A. in Accounting from the California State University, Fullerton. In her free time, Mrs. Bliven enjoys spending time with her family, enjoying the outdoors and planning events for her neighborhood’s Home Owners Association.

Jocelyn Scholz

Jocelyn Scholz, Senior Administrative Assistant, has over 10 years of professional administrative experience in the legal, accounting and medical fields and holds a diploma for legal secretary course work completed. Extensively trained in customer service, Mrs. Scholz assists with company-wide conference scheduling and client meetings while ensuring the Company's redevelopment department benefits from her organizational skills and quick-thinking abilities. In her spare time, Mrs. Kuno-Scholz enjoys helping others and is actively involved in volunteering for charitable causes. Additionally, she enjoys spending time with family, friends, her pets and traveling back to her home state of Minnesota.

Joe Dixon

Joe Dixon, Independent Director, State Funding, specializes in state school facility programs in order to secure state funding for school construction. Prior to joining the Company, Mr. Dixon served as the Assistant Superintendent, Facilities & Governmental Relations for the Santa Ana Unified School District. He oversaw the facility planning, construction, and maintenance functions for the school district. Mr. Dixon serves as Immediate Past Chair for the Coalition for Adequate School Housing (CASH), as well as a core instructor in the CASH School Facility Leadership Academy, and was the founder of the CASH Maintenance Certification Program. In his free time, Mr. Dixon prefers to…well…work even more.

Joy Leartanasan

Joy Leartanasan, Associate Director, performs detailed audits of redevelopment project areas for various LEAs throughout California while jointly assisting with the firm's municipal bond compliance services. Since joining the Company, Ms. Leartanasan has been actively engaged with a wide range of public agencies and responsible for conducting redevelopment research spanning diverse project areas across the State. Ms. Leartanasan holds a B.A. in Business Economics from the University of California, Irvine. In her free time, Ms. Leartanasan enjoys spending time with family and taking short vacations during the weekends.

Kalvin Tran

Kalvin Tran, Associate Director, performs a wide variety of demographic tasks within the Company's School Facilities Department. Since joining the firm in early 2014, Mr. Tran has been involved with developer fee justification and school facilities needs analysis research and reporting for a multitude of LEAs. Mr. Tran holds a B.A. in Business Economics and a B.S. in Environmental Science & Policy from California State University, Long Beach. During his free time, Mr. Tran can be found either playing bass guitar or pursuing his interest in specialty board gaming with friends.

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.

Kerrianne Wolf

Kerrianne Wolf, Project Director, REFP has been an educational facility planner for over 13 years. Previously, she was a teacher of the talented & gifted and was a software trainer. Kerrianne Wolf has facilitated K-12 district-wide and site-specific educational specifications nationwide; facility master planning processes for rural, urban, and suburban school districts; enrollment projections and training; capacity and utilization studies; strategic planning; and educational adequacy assessments. As the educational specifications specialist, Kerrianne connects directly with teachers, students, parents and school administrators to translate their passion into 21st Century facilities that support their educational vision. Kerrianne has 23 years of education experience including teaching gifted and talented learners in public schools, software training, yoga instruction and health / lifestyle counseling. Kerrianne is a registered yoga instructor, Ayurveda health consultant, and walks marathons.

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.

Mary DeVillers

Mary DeVillers, Director of Accounting, has over 20 years experience in the accounting field and is responsible for accounting and financial functions of the corporation. She oversees the daily preparation and monitoring of accounts receivable, accounts payable, payroll, billing, and financial statements. Mary holds a B.S. in Accounting from Franklin University and is a licensed Certified Public Accountant in the State of Ohio. In her free time, Mary provides pro bono accounting services to Schools for the Children of the World, a non-profit organization that is dedicated to improving school facilities in developing countries.

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.

Melissa Gorman

Melissa Gorman, Marketing Coordinator, handles external communication efforts for the Company, including social media outreach and in-depth research required for the various services provided to clients. Mrs. Gorman also specializes in responding to requests for proposals and qualifications as well as participates in ongoing marketing endeavors. Prior to joining the Company in 2014, Mrs. Gorman served in the financial planning arena as a marketing specialist. Mrs. Gorman holds a B.A. in Communication Arts from the University of New Hampshire, where she focused on both business and marketing. In her free time, Mrs. Gorman enjoys hiking, cooking, and traveling back to her home state of New Hampshire to visit her family.

Melissa Van Gorder

Melissa Van Gorder, Associate, assists with the administration of various Community Facilities Districts throughout San Bernardino, Riverside, Merced, and Santa Clara County and is responsible for assisting local education agencies in the administration of Mello Roos Community Facilities Districts. Ms. Van Gorder joined Cooperative Strategies in October 2015 and holds a B.A. in Mass Communications from California State University, Fullerton. During her free time, Ms. Van Gorder enjoys working out at the gym, and spending time with her family.

Monique Farquharson

Monique Farquharson, Senior Associate Director, worked in the mortgage industry before joining the Company where she specializes in assisting local education agencies in the utilization of Mello-Roos Community Facilities Districts, including all aspects of formation, bond issuance, secondary market disclosure, and administration. Ms. Farquharson holds a bachelor’s degree in Business Economics from the University of California, Irvine. In her free time, Ms. Farquharson likes to travel and spend time with her family and friends.

Rebecca Bommarito

Rebecca Bommarito, Associate, performs a wide variety of demographics and facilities related tasks within the School Facilities Department. Since joining the firm in mid-2016, Ms. Bommarito has been involved with developer fee justification studies, school facilities needs analyses, annual & five-year reports, residential development tracking and research, enrollment projections, and GIS mapping. Ms. Bommarito holds a B.A. in Business Economics and minor in Biological Sciences from the University of California, Irvine. During her free time, Ms. Bommarito can be found either at the gym or spending time with her friends and loved ones.

Rochelle Martinez

Rochelle Martinez , Administrative Assistant, supports the Business Development team. The team is responsible for responding the marketing and sales of Cooperative Strategies, including working with potential school district clients and building the brand of the firm. Ms. Martinez is a key part of the team’s ability to accomplish their goals by aiding with her organizational skills, ability to problem solve, and quick-thinking capabilities. Ms. Martinez benefits the team by juggling several projects at once, yet keeping the department running smoothing. In her spare time, she enjoys going back home to Alabama to visit family and traveling to see new places.

Rubab Gardezi

Rubab Gardezi, Associate Director, assists with the administration of various Community Facilities Districts throughout San Bernardino, Riverside and San Diego Counties and is responsible for ensuring disclosure reporting requirements are met for dozens of School Districts throughout California. Ms. Gardezi joined the Company in October 2013 after graduating from the University of California, Irvine with a Bachelor’s in Business Economics. During her free time, Ms. Gardezi enjoys watching her favorite European soccer clubs and shopping with friends.

Scott Newell

Scott Newell, Senior Director, formerly the Executive Director of the Office of Capital Construction at the Colorado Department of Education has been serving LEAs since 2007. His areas of expertise include: Facility Planning and Programming, Capacity and Utilization Analysis, Procurement, Project Management, Bond Campaigning, Enrollment Projections, Demographic Analysis and Redistricting Services. Mr. Newell holds a Bachelor’s in Business Management from Metropolitan State University. During his free time, Mr. Newell enjoys spending time hiking the Rocky Mountains with his two daughters.

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.

25

Years of Experience

30 +

Service Lines

2000 +

School Districts

15 +

Billion Dollars in Bonds

CS Newsflash

Delivering timely news and updates to our education partners.


Contact Us

Want to get more information? Contact us by using the form or call us directly for more information.

Your message was successfully sent!

  • Toll Free

    T: 844.654.2421

  • Offices
    California:
    T: 949.250.8300
    Colorado:
    T: 720.466.8680
    Ohio:
    T: 614.798.8828
  • Email
    info@coopstrategies.com