Leadership Overview
Public Financial Management has 8 executives leading key functions including strategy, operations, asset management, and legal compliance.
Committed to excellence in financial advisory services, Public Financial Management delivers comprehensive consultation and asset management solutions to clients across the United States, fostering long-term fiscal stability and growth.
Committed to excellence in financial advisory services, Public Financial Management delivers comprehensive consultation and asset management solutions to clients across the United States, fostering long-term fiscal stability and growth.
Leadership Roles at Public Financial Management
Sylena Urbanoski - Founder & Chief Executive Officer
Sylena Urbanoski, the Founder & Chief Executive Officer at Public Financial Management, directs the overarching strategic vision and long-term growth initiatives for the firm. By aligning asset management services with evolving market demands, Urbanoski ensures the organization maintains a competitive edge in the financial advisory sector. This leadership role involves constant collaboration with the Board to refine corporate governance and expand the national footprint of the company. Sylena Urbanoski monitors macroeconomic trends to guide investment strategies that protect client interests across diverse portfolios. Through rigorous oversight of executive performance, the Chief Executive Officer drives operational excellence and maintains the reputation of the firm as a leader in public sector financial consultation. Ultimately, the Founder & Chief Executive Officer secures the financial health of the organization while fostering a culture of innovation and professional integrity within the entire enterprise.
Dustin Bobbitt - Chief Operating Officer
Dustin Bobbitt, the Chief Operating Officer at Public Financial Management, manages the internal infrastructure and daily business processes required to support complex financial advisory engagements. By optimizing resource allocation and streamlining project workflows, Bobbitt enhances the efficiency of service delivery for public sector clients. This role requires close coordination with department heads to ensure that operational output aligns with the strategic goals established by the executive team. Dustin Bobbitt monitors key performance indicators to identify bottlenecks and implement scalable solutions that improve service quality. Through the integration of advanced data analytics into daily operations, the Chief Operating Officer drives productivity and supports the expansion of the firm into new regional markets. Ultimately, Bobbitt maintains the operational stability necessary for the company to provide consistent, high-quality financial guidance to every client served.
Cindy Christensen - Founder & Chief Operating Officer
Cindy Christensen, the Founder & Chief Operating Officer at Public Financial Management, oversees the development of internal systems and the execution of organizational policies that govern asset management activities. By focusing on the structural integrity of the firm, Christensen ensures that all operational frameworks support the complex needs of public sector financial advisory. This leadership position involves managing cross-functional teams to improve service delivery speed and accuracy across the national landscape. Cindy Christensen evaluates operational risks and implements mitigation strategies to protect the firm during periods of market volatility. Through the refinement of internal processes, the Founder & Chief Operating Officer drives sustainable growth and operational excellence. Ultimately, Christensen maintains the foundational standards of the company, ensuring that every advisory engagement meets the rigorous requirements of the clients and the broader financial industry.
Kel Hoffmann - President
Kel Hoffmann, the President at Public Financial Management, leads the business development efforts and client relationship management strategies for the firm. By identifying new market opportunities and cultivating partnerships with public sector entities, Hoffmann expands the reach of the financial advisory and consultation services. This role involves directing the sales and marketing teams to ensure that the value proposition of the company resonates with potential clients across the country. Kel Hoffmann collaborates with other C-suite leaders to align business development goals with the overall strategic direction of the organization. Through the implementation of client-centric engagement models, the President drives revenue growth and strengthens the market position of the firm. Ultimately, Hoffmann secures the long-term success of the company by building durable relationships and delivering tailored financial solutions that address the unique challenges faced by public sector organizations.
Michael Hoffmann - President
Michael Hoffmann, the President at Public Financial Management, manages the strategic execution of large-scale financial advisory projects and client service initiatives. By overseeing the delivery of complex consultation services, Hoffmann ensures that the firm provides actionable insights that drive fiscal performance for public sector clients. This role involves leading specialized teams to solve intricate financial challenges and improve the budgetary outcomes of the organizations served. Michael Hoffmann coordinates with the executive leadership to refine service offerings and adapt to the changing needs of the financial market. Through the application of deep industry expertise, the President drives operational excellence and enhances the value delivered to clients across the country. Ultimately, Hoffmann secures the competitive advantage of the firm by maintaining high standards of service quality and fostering innovation in the delivery of financial advisory solutions.
Brett Matteo - President
Brett Matteo, the President at Public Financial Management, directs the strategic growth of the asset management division and oversees the performance of investment portfolios. By analyzing market trends and evaluating investment opportunities, Matteo ensures that the firm delivers superior financial results for public sector clients. This role involves managing the investment committee and providing guidance on asset allocation strategies that align with the risk profiles of the clients. Brett Matteo collaborates with other leaders to integrate investment insights into the broader financial advisory services offered by the company. Through the implementation of rigorous performance monitoring, the President drives the success of the asset management business and enhances the overall value proposition of the firm. Ultimately, Matteo secures the financial future of the clients by applying disciplined investment principles and maintaining a focus on long-term growth.
Monique Berke - Chief Administrative Officer (CAO)
Monique Berke, the Chief Administrative Officer (CAO) at Public Financial Management, manages the corporate administrative functions and human capital strategies that support the daily operations of the firm. By overseeing talent acquisition, employee development, and office management, Berke ensures that the organization maintains a high-performing workforce capable of delivering exceptional financial advisory services. This role involves streamlining internal communication and administrative processes to improve organizational agility. Monique Berke collaborates with the executive team to align human resources initiatives with the strategic goals of the company. Through the implementation of efficient administrative systems, the Chief Administrative Officer (CAO) drives productivity and supports the overall growth of the firm. Ultimately, Berke maintains the organizational infrastructure necessary for the company to function effectively and provide consistent, high-quality support to the clients served across the national market.

Cheryl Maddox - Chief Legal & Compliance Officer
Cheryl Maddox, the Chief Legal & Compliance Officer at Public Financial Management, directs the legal strategy and regulatory adherence programs for the entire organization. By monitoring changes in financial legislation and industry standards, Maddox ensures that all advisory and asset management activities remain fully compliant with federal and state requirements. This role involves providing counsel to the executive team on risk management and corporate governance matters. Cheryl Maddox oversees the internal audit processes to identify potential vulnerabilities and implements robust controls to mitigate legal exposure. Through the development of comprehensive compliance training programs, the Chief Legal & Compliance Officer fosters a culture of ethical conduct and accountability across the firm. Ultimately, Maddox protects the reputation and operational continuity of the company by navigating the complex regulatory landscape and ensuring that all business practices align with legal mandates.
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