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At Capitol PFG we have a sincere belief in providing ethical and long lasting financial solutions for our clients. Our team is comprised of the following individuals:


Cathleen M. Dominico                 
Director of Client Relations

Cathy has served as a financial consultant to city & county government as well as education agencies and special districts. Specifically, Cathy works with these public agency clients on financial analysis, facilities planning, public communication and public entity marketing strategies. Cathy is an expert in bond measure preparation, the formation of financing districts such as Mello-Roos community facilities districts and assessment districts. Additionally, Cathy specializes in advising clients in areas related to development mitigation, construction project delivery methods, site acquisitions and debt management strategies. She received her Bachelor of Science degree in Managerial Economics from the University of California, Davis. Cathy tested for and received her Real Estate Brokers’ License.


Jeffrey S. Small, J.D.                   
Managing Director

Jeff has served as a financial advisor in over 550 transactions, totaling over $4.5 billion, for over 100 different public agencies. Jeff is an expert in credit analysis, disclosure and marketing of tax-exempt securities. His responsibilities include creating innovative financial solutions, implementing financial transactions, and project management. Jeff received his Bachelor of Arts degree from the University of Arizona. While in college, Jeff’s interest in the municipal bond industry was inspired by a summer job at a well-known municipal bond firm in Los Angeles. Jeff went on to earn his Juris Doctor degree from California Western School of Law in San Diego where he excelled in the areas of securities law and consumer fraud. Jeff was employed as attorney in Fresno providing bond, general and campaign counsel services to school districts in the central valley. Jeff is currently an inactive member (in good standing) of the State Bar of California, and has been providing financing advisor services to public agencies for nearly 20 years.


Christopher J. Terry                     
Director of Public Finance

Chris is responsible for financial analysis, preparation of disclosure documents, credit analysis and project management in connection with the issuance of tax and revenue anticipation notes, general obligation bonds, special tax bonds, certificates of participation and lease-purchase financing. He has completed over 250 financial transactions, totaling over $2 billion. Chris completed the United States Naval Nuclear Power Training program and served aboard the USS Abraham Lincoln. He received his Bachelor of Arts degree in Economics from the University of California, Davis.





Richard J. Alvarado                      
Consultant

Richard has extensive finance and business consulting experience. He participated in the United States’ largest public utility Chapter 11 bankruptcy/reorganization and has considerable experience working with legal counsel. He provides financial and facilities planning services for both public and private organizations. Richard has drafted numerous facilities master plans and development impact fee studies and is well versed in State School Facilities Program. His other proficiencies include financial analysis and reporting, database creation and management, and project management. He received his Bachelor of Arts degree in International Relations with an emphasis in Economics from the University of California, Davis. Richard has also served as a registered securities broker. He tested for and received his Series 7 and 63 securities licenses.


Jacque M. Kocer                           
Consultant

Jacque is responsible for marketing, client communication and research. She assists in performing financial analysis related to public facility needs. She has experience in Community Facilities District (“CFD”) formation and coordination. In addition, she has knowledge on redevelopment tax increment revenue reconciliation. Jacque has aided in the Advanced Facilities Planning process which includes site inventory and facility analysis. She has facilitated the OPSC expenditure audit process along with aiding in DSA close-out procedures. She also provides assistance in finding creative financial solutions for clients and for public communication strategies. Jacque is a recent UC Davis graduate and she received her Bachelor of Arts degree in International Relations and Spanish.



Stephanie M. Bell                          
Project Coordinator

Stephanie is in charge of client communication strategies and serves as project coordinator. In addition to marketing and scheduling, she performs financial analysis and research for public agency clients. Stephanie also handles legislative bill research and tracking as well as cash flow analysis. Stephanie is in the process of receiving her Bachelor of Science degree in Political Science from BYU Idaho .