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CBM Acquires Financial Planning and Investment Management Firm, May Barnhard Investments (MBI)

Acquisition Expands CBM Financial Planning and Investment Management Services

CBM – Councilor, Buchanan & Mitchell, P.C. (CBM) has acquired May Barnhard Investments, LLC (MBI) effective November 1, 2018. MBI, a fee-only financial management firm, provides comprehensive financial planning and investment management services to help clients pursue their life goals with confidence.

May Barnhard Investments header

Click the image above to be routed to the website for May Barnhard Investments. Team members are listed below.

MBI was founded in 2013 by Debora May, CPA, CFP®, CDFA®, Judith Barnhard, CPA, CFP®, CDFA®, Jeff May, CPA and Alex Seleznev, MBA, CFP®, CFA. Ms. May, Ms. Barnhard and Mr. May were partners at May & Barnhard (M&B), a tax and financial consulting firm that merged into CBM in 2017. MBI will serve as CBM’s comprehensive financial planning and investment management affiliate under the management of Ms. May, Ms. Barnhard and Mr. Seleznev, respectively chief investment officer, chief compliance officer and chief operating officer.

“CBM feels fortunate for our clients to be able to benefit from the expertise of MBI. With the addition of two Chartered Financial Analysts (CFA) and six certified financial planners we look forward to providing comprehensive financial planning, tax and investment management services,” said Peter B. Reilly, CPA, CVA, president and managing partner of CBM. “Debbie and Judy have done a great job in building such a highly regarded investment and financial management firm, and we at CBM are glad to be a part of it.”

“Since May & Barnhard joined CBM on November 1, I’ve been pleased to see how well the financial services team we built, MBI, has become a reliable supplement to CBM’s core service areas,” said Debora May. “As our partnership continues into the future, I anticipate that all of our clients will benefit from our expanded services.”

Learn more about May Barnhard Investments at www.maybarnhardinvestments.com.

May Barnhard Investments Team Members

  • Debora May, CPA, CFP®, CDFA® – Executive Vice President, Chief Investment Officer
  • Judith Barnhard, CPA, CFP®, CDFA® – Senior Vice President, Chief Compliance Officer
  • Alex Seleznev, MBA, CFP®, CFA – Senior Investment Advisor, Chief Operating Officer
  • Jeff May, CPA – Senior Vice President
  • Jane Ochsman Rowny, CPA, CFP®, CDFA® – Principal
  • Wendy Moyers – CFP®, CDFA® – Senior Financial Advisor
  • Abbie Niehoff – Financial Planning and Litigation Support Paralegal
  • Jenny Wang, CFA®, CFP® – Senior Investment Analyst