Mr. Burningham is the managing principal and owner of Lewis Young Robertson & Burningham, Inc. (LYRB), the premier financial advisory and municipal consulting firm located in Salt Lake City, Utah. Over the course of the past two decades, Mr. Burningham has led the initiative to develop and create a full-service financial consulting and advisory practice focusing on local governmental entities. Mr. Burningham has two core practice areas: municipal advisory services and financial/economic analyses.
Mr. Burningham currently serves as financial advisor to scores of local municipalities, counties and special districts. Over the past decade, Mr. Burningham has successfully coordinated the structuring of nearly $4.85 billion representing more than 350 transactions including general obligation, revenue, lease revenue, tax increment, and special assessment bonds.
In addition to his financial advisory practice, Mr. Burningham has specialty expertise in: i) user rate and cost of service studies, ii) economic/fiscal impact analyses, iii) impact fee analyses (complying with State law), iv) comprehensive financial sustainability planning, and v) redevelopment consulting and applications. He currently represents many high growth and development impacted areas throughout the State of Utah, including: St. George City and the surrounding areas of Washington County, southern Davis County communities including: Bountiful, Centerville, North Salt Lake, Woods Cross and West Bountiful, northern Utah County (Lehi, Eagle Mountain, Alpine, Pleasant Grove, Lindon and American Fork), and Salt Lake Valley communities such as, Sandy City, Herriman, Cottonwood Heights, South Salt Lake, Salt Lake City, Holladay and the newly incorporated city of Millcreek.

Since founding LYRB in 1995, Ms. Lewis has served as Financial Advisor on over $1 billion in tax-exempt and taxable municipal bond transactions for numerous local governments in the State of Utah. In the last year alone she has personally served as financial advisor to Riverton, West Valley, Orem, Ogden, South Jordan, and others in addition to serving as the financial advisor to UTOPIA wherein she indirectly served many additional cities. She has successfully structured some of the most creative transactions in the state of Utah including funding for the Maverik Center and Hale Centre theatre in West Valley, funding of all utility infrastructure for Eagle Mountain City. Ms. Lewis has a great deal of expertise in assisting Cities desirous of utilizing Special Assessment Areas (SAA) as a means of assisting developers to fund and install municipally- owned improvements. She has worked on a number of commercial SAA’s for the City of Orem and South Jordan as well as residential SAA’s for Eagle Mountain, Morgan, Mountain Regional, Saratoga Springs and others.

Mr. Robertson began his experience in the bond business in 2000 when he joined Lewis Young Robertson & Burningham, Inc. He works closely with charter schools, special districts, cities and counties along with developing fiber network financing. He has participated in structuring over $3.5 billion in municipal bonds, in both fixed and variable rate modes. These transactions include water, sewer, lease, and sales tax revenue bonds and general obligation bonds as well as charter school finance (non-profit / 501(c)3) along with fiber network financing. As a part of the structuring of variable rate debt, Mr. Robertson secured liquidity facilities and executed various derivatives including interest rate caps and swaps.
During 2001, he worked at Ballard Spahr LLP (national law firm) in the Public Finance sector. He subsequently served as an intern for Congressman Chris Cannon, 3rd District, Utah in Washington D.C. Upon returning from Washington in 2002, he rejoined LYRB as a quantitative analyst. Mr. Robertson currently serves on the Utah Association of Special District’s Board (ex officio board member) and the American Water Works Association-Intermountain West Conference Committee.

Throughout Dale Okerlund’s over forty-three years of industry experience, he has initiated a wide variety of municipal finance transactions in the western United States. In 1998, following his 19-year career as a municipal bond attorney, Dale became an investment banker. He is a former associate of Foley & Lardner and a former partner with Chapman and Cutler. He is also a former shareholder and director of Ray, Quinney and Nebeker.
Mr. Okerlund made the transfer from bond attorney to investment banker when he joined Wells Fargo Brokerage Services. He continued his relationships advising school districts and numerous other entities. Mr. Okerlund joined LYRB in 2009.

Mr. Burgess assists cities & towns, counties, school districts, charter schools, fire districts, community facilities districts, and special service districts with their financial advisory and financial consulting needs.

Mr. Burgess has an extensive investment banking history, having covered Arizona and Utah issuers along with municipalities throughout the western region for over 29 years. He has assisted local and state governments issue a wide variety of tax-exempt and taxable municipal bond financings including general obligation bonds, sales tax and excise tax revenue bonds, utility revenue bonds, lease revenue bonds, certificates of participation obligations, and special assessment credits. He has experience assisting issuer clients as they seek voter approval to pass municipal general obligation bond elections along with assisting issuers in all aspects of the bond issuance process.

Mr. Burgess joined LRB Public Finance Advisors in 2023 after having gained a long career of broad investment banking experience while working for both RBC Capital Markets and Wells Fargo Securities.

Fred Philpot joined Lewis Young Robertson & Burningham, Inc in 2006. Mr. Philpot serves as the Production Team Manager for LYRB, managing the allocation of LYRB resources. Mr Philpot has served as project lead for numerous projects regarding user rates, impact fee analysis, feasibility studies, redevelopment and blight studies, and comprehensive financial planning. His project expertise also includes detailed land use analysis, demographic projections, retail sales analysis and sales gap modeling, analysis market conditions, GIS mapping and conducting level of service analysis.

Since joining LYRB in 1999, Mr. Edminster has worked with cities, counties, special districts, and school districts throughout Utah and has experience with a wide variety of project financing structures, including excise/sales tax revenue bonds, water and sewer revenue bonds, lease revenue bonds, special assessment bonds, general obligation bonds and tax increment financing. He has financed numerous types of projects including libraries, municipal buildings, public safety buildings, recreation complexes and municipal infrastructure such as roads, water systems and sewer systems. Additionally, he has successfully worked on numerous general obligation bond elections throughout Utah. Prior to joining LYRB, he was a Vice President in the Corporate Trust Department of Zion’s First National Bank for over 12 years. He served as Trustee on over $150 million of municipal bond issues. His responsibilities included investing bond proceeds and administering the terms and conditions of the bond documents throughout the life of the bonds.

Mr. Robertson joined Lewis Young Robertson & Burningham in 2006. He works closely with Laura Lewis, David Robertson, and Dale Okerlund to provide client relations, quantitative analysis, debt structuring, pro forma and other bond modeling creation and maintenance, credit ratings presentations and other services to cities, school districts, charter schools, water districts, and special service districts.
Over his career, Mr. Robertson has completed more than 200 transactions totaling over $4.5B. These transactions include general obligation, water, sewer, storm water, lease revenue, sales and franchise tax, telecommunications revenue, tax increment, charter school revenue, and special assessment/public infrastructure development bonds.

Shanon joined LYRB in 2010. Shanon provides ongoing daily administrative services for the 4 Assessment Areas that LYRB currently administers. This includes the full scope of services related to administration. In addition, Shanon has been involved in Redevelopment Agency Administration (RDA) for over a dozen clients in Utah. RDA management includes updating annual multi-year budgets, ensuring developer compliance with legal agreements, preparing statutorily required annual RDA reports, coordination TEC meetings, verification of property tax receipts received from County and other related services.
Shanon is also involved in the various aspects of continuing disclosure for a range of clients and bond issues. This includes the management of various disclosure schedules and the collection and compilation of the applicable information and submission to the appropriate entities. She is also involved in the preparation of arbitrage analysis for a variety of clients, ensuring compliance with current rebate requirements.

Logan joined Lewis Young Robertson & Burningham, Inc. in 2022. As an Analyst, Logan works on various projects such as feasibility studies, impact fee analysis, and economic development.

Prior to joining the firm, Logan worked as a Management Consultant for the Government Solutions sector at Witt O'Brien's. Logan received Bachelor of Science and Master of Science degrees in Political Science from Utah State University. Through her master’s coursework and internship with Utah Foundation, a nonprofit research organization, she developed a strong background in quantitative research and data analysis. Logan also completed internships for the Bountiful City Planning and Zoning Department, the Utah State Legislature, and the US House of Representatives in Washington D.C., which has resulted in a comprehensive understanding of government operations.

Evan joined Lewis Young Robertson & Burningham, Inc. in 2022. As an Analyst, Mr. Van Tassel works on various projects such as impact fee analyses and planning studies while incorporating work with Geographic Information Systems.

Prior to joining LYRB, Mr. Van Tassel completed internships in the planning divisions of the Utah Department of Transportation and the Tennessee Department of Transportation. Through his coursework at Tennessee Technological University, where he studied Geosciences, and at the University of Utah, where he received master’s degrees in City & Metropolitan Planning and Public Administration, he honed his analytical and research skills to complete work in the field of transportation planning.

Since joining LRB in 2013, Mr. Oakley has worked with cities and special districts throughout Utah. He has experience with energy efficiency projects for city facilities and assets such as recreation centers, city halls, water treatment plants, parks, and streetlighting. The financing for these projects was structured around the annual energy savings generated from a change to LED lighting, a redesign of the HVAC systems, or other energy conservation measures and strategies. Adam has also assisted cities as an owner’s representative to provide oversight and control for Energy Service Companies (ESCOs) as they implement guaranteed savings contracts which can be expensive and cumbersome. Adam has helped complete multi-million-dollar energy efficiency projects for a major entertainment venue that included an ice rink and also a recreation center with an indoor pool. He has created RFPs for LED lighting projects, a GIS map of a city’s exterior lighting in all 27 of their parks, and provides support in quantitative analysis, debt structuring, and debt modeling.

During this same time period, Mr. Oakley has also managed the day-to-day affairs of a sister company, Light Energy Development, LLC (“LEDLLC”). LEDLLC has provided LED lighting services to commercial clients in Utah such as banks, restaurants, retail, and office buildings, but primarily in the multi-family industry locally and in many other states throughout the country. Adam has managed hundreds of projects, procured millions of dollars in products and labor, maintained client relationships, and handled all other necessities of a small business.