Team

The staff of DTA consist of some of the best and brightest individuals in the public finance industry. We have more than 60 professional employees, a number of whom have been with the firm for over 15 years. We assign a team of qualified specialists to every consulting project, led by talented, energetic senior staff with outstanding professional and academic credentials. We pride ourselves on the quality of our work, and on our commitment to excellence.

Our team is experienced in a wide range of fields including urban economics, land-use planning, law, public administration, real estate development, community redevelopment, civil engineering, investment banking and mortgage finance. All DTA professionals have extensive experience in computer-based analysis and modeling, a key component of our consulting services.

David Taussig

President/CEO

Mr. Taussig has over 40 years of experience in the fields of real estate finance and urban economics. His areas of expertise include municipal finance programs for infrastructure and public facilities development, fiscal and economic impact analysis, and land development project…

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Nathan “Nate” Perez

Managing Director

Mr. Perez has a background in law, economics, business administration, and statistical analysis.  Since joining DTA, Mr. Perez has been involved in all aspects of the formation and implementation of hundreds of Mello-Roos Community Facilities Districts and Assessment Districts located throughout…

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Andrea Roess

Managing Director

Ms. Roess has a background in finance and public policy analysis. Since joining DTA in 1992, Ms. Roess has participated in all aspects of the formation and implementation of special finance districts to fund infrastructure and services. She has managed the…

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Kelly Wright

Chief Operations Officer

Ms. Wright has a background in financial analysis and CFD/AD formation and administration. Since joining DTA in 2003, Ms. Wright has been involved in all aspects of the formation and implementation of Community Facilities Districts and Assessment Districts throughout California. Her…

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Kuda Wekwete

Senior Vice President

Mr. Wekwete has a background in mathematical modeling and statistical analysis. Since joining DTA in 2005, Mr. Wekwete has been involved in all aspects of the formation and implementation of special districts to fund infrastructure and services, as well as the…

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Stephen Runk

Vice President of Engineering Services

Mr. Runk has more than 30 years of experience in the design and construction management of major civil engineering projects, including roadways, bridges, sewer and water improvements, and flood control facilities, as well as grading for public works projects and the…

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Jerry Wen

Vice President

Mr. Wen has a background in CFD formation and administration. Since joining DTA in 1999, Mr. Wen has been involved in all aspects of CFD formation and implementation, including boundary map preparation, special tax and cash flow analyses, overlapping debt analyses,…

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Donna Segura

Vice President

Ms. Segura has a background in financial analysis and due diligence studies. Since joining DTA in 2000, Ms. Segura has been involved in all aspects of formation and implementation of special financing districts, including the preparation of tax spreads and pro…

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Will Saba

Vice President

Mr. Saba has a background in finance and accounting, specializing in financial systems. Will has more than 20 years of experience in both the public and private sectors, giving him unparalleled insight into what is needed to complete a project successfully….

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Nehal Thumar

Vice President

Mr. Thumar has a background in economics and finance. Since joining DTA in 2000, Mr. Thumar has been involved in all aspects of formation and implementation of numerous Mello-Roos Community Facilities Districts located throughout California. Mr. Thumar’s responsibilities related to these…

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Shayne Morgan

Vice President

Mr. Morgan has a background in finance and investment analysis.  Since joining DTA in 1997, Mr. Morgan has been involved in all aspects of the formation and implementation of special districts to fund infrastructure and services, as well as the sale…

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Hector Perez

Senior Manager

Mr. Perez has significant senior management experience in municipal government, health care, resource development, and the private and public sectors. Projects include community development issues such as capital projects, water/wastewater capacity, sports complexes, traffic impacts, and neighborhood expansions. Mr. Perez has…

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Kyle Walton

Senior Manager, Tax Credit Programs

Mr. Walton has over 10 years of experience in community and economic development finance. He joins DTA after broad experience in founding Classic Lake Consulting and Investments, before which he served as a Vice President within JPMorgan Chase’s Community Development Banking…

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Charles Smith

Senior Manager

Mr. Smith is originally from San Diego and has a background in economics and finance. He joined DTA in 2013 and has since assisted in the administration of PACE programs in over 40 counties throughout California. Charles has been responsible for…

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Javier Ortiz

Manager

Originally from Los Angeles, Mr. Ortiz relocated to Orange County in pursuit of a career in finance and joined DTA in 2014. He attended the University of California, Riverside, where he received his bachelor’s degree in Business Administration with a concentration…

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Wenjie Fu

Manager

Since joining DTA in 2016, Mr. Fu has been actively involved the formation and implementation of Community Facilities Districts, Enhanced Infrastructure Financing Districts, and other public financing programs located throughout the states of California, New Mexico, and Texas.  His work has…

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Chris Hnatiuk

Manager

Mr. Hnatiuk is originally from the Los Angeles Area but relocated to the Bay Area to attend Santa Clara University. He graduated from Santa Clara in 2016 with a bachelors’ degree in Finance and joined the DTA team shortly after. In…

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Denise Pang

Manager

Ms. Pang has a background in the financial services industry and joined DTA in 2015. She is originally from the Bay Area but relocated to Orange County to attend school. Denise graduated from the University of California, Irvine with dual bachelors’…

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Diego De Leon

Manager

Mr. De Leon joined DTA in the summer of 2015 after graduating from the University of California, Irvine with a B.A. in Economics and a minor in Accounting. A California native from the San Jose area, Diego enjoys traveling, trying new…

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Andrew Valdez

Senior Associate

Originally from Riverside County, Mr. Valdez joined DTA in 2015 as an Associate for one of the firm’s PACE financing programs. He holds a bachelor’s degree in Economics and Administrative Studies, with a concentration in Managerial Accounting and Taxation, from the…

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Benjamin Strozier

Senior Associate

Mr. Strozier started his relationship with DTA as an intern, which provided him with an opportunity to learn about public financing and California’s regulatory environment. Since becoming a full-time staff member in 2015, he has had the opportunity to assist senior…

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Blake Kubly

Senior Associate

A San Clemente native, Mr. Kubly has been with the firm since 2016. He received a B.S. in Business Administration, with an emphasis in finance, from Chapman University in Orange, California. While attending Chapman, he was a member of the men’s…

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Linda Bowker

Senior Associate

Ms. Bowker joined the firm in 2017. She received her Bachelor of Science degree in Sociology from the University of California, Riverside; Master’s in Business Administration from Argosy University, San Diego; and is currently studying for the Level 1 Chartered Financial…

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Mark Alvarado

Senior Associate

Mr. Alvarado has been with DTA for 3 years, earning him the title of Senior Associate. Originally from Chicago, Mark moved to California to attend Chapman University in the City of Orange and graduated with a degree in Mathematics. With an…

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Amanda Waters

Senior Associate

Ms. Waters holds a bachelor’s degree in Business Administration with a specialization in Finance. Originally from Wantagh, New York, Amanda relocated to Orange County shortly after graduation. Since joining DTA in 2015, she has actively been involved in district administration and…

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Richard Ruiz

Senior Associate

Mr. Ruiz has a background in econometrics and industrial organization and holds a degree in Economics from California State University, Long Beach with a concentration in Public Finance. Since joining DTA, he has participated in a variety of projects, including fiscal…

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Valerie Merklin

Senior Associate

Ms. Merklin joined the firm in 2019. She is originally from a small town in Ohio and received a Bachelor of Arts degree in English with a minor in Economics from the Ohio State University and a Master of Business Administration…

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Francisco Rojas

Senior Associate

A Southern California native and one of three siblings, Mr. Rojas joined the firm in 2019 and has a background in business and education. Francisco received his Bachelor of Science in Business Administration with a concentration in Finance from the University of…

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Colleen Humfreville

Business Development Coordinator

Ms. Humfreville has over 6 years of experience with technical editing and writing, proofreading, and proposal preparation and joined DTA in 2019. She grew up in the Antelope Valley with her parents, dog, and cats and developed a passion for photography…

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Leslye Sirena

Associate III

Rachel Moore

Associate II

Sharline Kim

Associate II

Devi Madhavan

Associate II

Amber Lukaesko

Associate

Kyle Martinez

Associate

Sonny De La Cruz

Associate

Serge Nasri

Associate

Jonathan Saba

Associate

Darlene Padua

Associate

Henry Choi

Associate

Edna Garrett

HR Manager

Ms. Garrett joined the DTA team in 2017, bringing over 20 years of diverse human resources and administrative experience to the team. As an HR and Administrative Professional, Edna has worked with large and small organizations in various stages of their…

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Katie Nguyen

Accounting Manager

Nicole Le

Accountant

Christina Seif

Administrative Assistant

Rissa Hizon

Client Support Specialist

Jackie Contreras

Client Services Representative