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About The Pool > Advisory Board

The members of the Advisory Board are experienced local government officials elected by TexasTERM’s investors. Members of the Advisory Board are:

 Advisory Board  

Wes Eversole, President
Asst. Superintendent for Operations & Finance
Lake Dallas Independent School District
P.O. Box 548, Lake Dallas, TX 75065

Term Expires October 2018
 

Assistant Superintendent, Lake Dallas ISD since 1991. Software Consultant, Texas Educational Consultative Services, 1987-1991. Certified Texas School Business Official. Member of Governmental Finance Officers Association, Association of School Business Officials, Texas Association of School Business Officials and Texas Association of School Boards. Wes is a graduate of Southwest Texas State University at San Marcos with a BBA in Accounting.

Deborah Laudermilk, Secretary
Investment Officer, Travis County 
314 W. 11th St., Suite 540 
Austin, TX 78701

Term Expires October 2018
 
Investment Officer for Travis County since 2009, Debbie has held various financial and investment positions for both public and corporate entities. Previously, was responsible for investor relations at Active Power, Golfsmith, SigmaTel and Silicon Labs. From 1998-200 worked in Temple-Inland's Treasury Department and managed cash and investments and capital financings. She began her 18 year investment career at Teacher Retirement System of Texas; initially as an equity analyst and then portfolio manager/investment officer. Education: BBA in International Business and Finance at University of Texas and MBA in Management from St. Edwards University.
Susan Morgan, CPA, Treasurer
Chief Financial Officer, City of Round Rock 
221 E. Main Street
Round Rock, TX 78664

Term Expires October 2018
Ms. Morgan has over 25 years' experience in government and finance at the municipal, regional and state level.  She currently serves as the Chief Financial Officer for the City of Round Rock where she oversees all aspects of budgeting, accounting, financial reporting and treasury management; as well as the City's municipal court, purchasing and utility billing departments.  Prior to joining the City of Round Rock in February 2015, she had served as Finance Director for the City of Georgetown since 2011.  Before returning to the local government side, Susan spent several years as Senior Financial Analyst for HDR Engineering, Inc., performing business and financial consulting to cities and districts.  Her other government experience includes a previous term as Finance Director for Georgetown, Chief Financial Officer for the Brazos River Authority and Finance Director for the Texas Water Development Board.
Susan is a Certified Public Accountant with a BBA in Accounting from Texas Tech University.  Her professional affiliations include service as a TexasTERM Advisory Board Member from 2001 to 2008.  She is also an active member of GFOAT where she has served in various leadership and board roles, and currently serves as co-chair of the GFOAT Program Development Committee.
Leandro G. Garcia, CPA, Participant Board Member
Chief Financial Officer, Brownsville PUB 
P.O. Box 3270
Brownsville, TX 78523

Term Expires October 2019
Mr. Garcia joined the Brownsville PUB as Chief Financial Officer in June 2005 and has over 30 years of experience in public finance. Prior to joining the Board, he held various accounting and financial management positions with Austin Energy and the Austin Water Utility in Austin, TX. He also served as a Financial Consultant with Public Financial Management, Inc. assisting municipalities and other governmental entities with bond issues. Leandro is a graduate of the University of Texas at Austin with a BBA in Accounting and is a Certified Public Accountant.

Margie Grimes, CPA, Participant Board Member
Chief Financial Officer, Goose Creek Consolidated
Independent School District
P.O. Box 30
Baytown, TX 77521

Term Expires October 2019

Ms. Grimes is the Chief Financial Officer for Goose Creek Consolidated Independent School District and has over 30 years of experience in the public and private sectors, including accounting and management consulting services, local municipalities and public education.  She has previously served as District Treasurer for North East Independent School District, Assistant Director of Finance for the City of Baytown, Director of Financial Services Operations for Humble Independent School District and as Director of Finance for La Porte Independent School District.
Margie has a Bachelor of Accounting from the University of Houston - CLC and holds several professional certifications including:  Registered Texas Assessor/Collector (RTA), Registered Texas School Business Administrator (RTSBA), and Certified Public Funds Investment Manager (CPFIM).

Edward B. Peacock, CPA, CGFO, Non-Participant Board Member
Owner, Eddie Peacock, PLLC
PO Box 724
Grapevine, Texas 76099-0724

Term Expires October 2019
 

Mr. Peacock began his public sector employment in 1986 as an intern with the City of Grand Prairie. After graduation from UT Arlington in 1988, Eddie progressed in accounting and financial management positions for the cities of Grand Prairie, Keller, DeSoto and Flower Mound. Working as a consultant to local governments since 2002, Eddie provides interim financial management support, training and continuity
to local governments. Eddie works with cities in establishing financial management strategic plans, operating and capital budget policies, investment policies and cash management programs, accounting, and other administrative financial policies. Eddie also specializes in initiating and completing annual financial reporting and budget publications for submission to GFOA awards programs including the Certificate of Achievement for Excellence in Financial Reporting and Distinguished Budget Awards. Eddie is a graduate of University of Texas at Arlington with a BBA in Accounting.
Professional Certifications: CPA, Texas, Certified Governmental Finance Officer Professional Organizations: Texas Society of CPA’s, GFOA, GFOAT. GFOA service includes Special Review Committee (CAFR Reviewer) GFOAT Service includes serving on the Financial Reporting and Regulatory Response Committee.

 

This information is for institutional investors, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Pool's investment objectives, risks, charges and expenses before investing. This and other information about the Pool is available in the Pool's Information Statement, which should be read carefully before investing. A copy of the Pool's Information Statement may be obtained by calling 1-866-839-8376 or are available on the Pool's website at www.texasterm.net. While TexasDAILY seeks to maintain a stable net asset value of $1.00 per share and TexasTERM seeks to achieve a net asset value of $1.00 per share at its stated maturity, it is possible to lose money investing in the Pool. An investment in the Pool is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Shares of the Pool are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). PFM Fund Distributors, Inc. is a wholly owned subsidiary of PFM Asset Management LLC.




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