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Helping You

PLAN AND INVEST

For Tomorrow, Today

Explore Our Services




At May Barnhard Investments (MBI), the Numbers Speak for Themselves



$400M+

Assets Under Advisement

$350M+

Under Management

125+

Relationships

185

Years of Collective Experience



A subsidiary of CBM, MBI is an independent, fee-only financial services firm grounded in a holistic approach to managing your finances.



Our unique approach integrates tax, financial and investment planning. We provide these services “in-house” as part of our comprehensive approach.



Investment Advice


Financial Planning


Tax Planning






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Meet Our Team

Your Team of Trusted Advisors

At May Barnhard Investments, our most important objective is to be your partner for life and help you achieve your dreams


From there, we will integrate your aspirations into a comprehensive plan. As a team, we work to implement your personalized plan, which is fully customized to where you are in life.

Our team is comprised of six CERTIFIED FINANCIAL PLANNERS (CFP®), two Chartered Financial Analysts (CFA), four Certified Public Accountants (CPA) and five Certified Divorce Financial Analysts (CDFA®). We are fully independent in our decision-making and do not receive compensation from anyone but our clients. We love working with our clients and their families and adding peace of mind for their lives.

MBI provides an annual Customer Relationship Summary (updated June 25, 2020) to provide a detailed overview about what you can expect from entering an agreement with our team. Click here to read that summary.  

Debora E. May, CFP®, CPA,  CDFA® Photo

Debora E. May, CFP®, CPA, CDFA®

Co-Founder ― Chief Investment Officer
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Debora E. May

CFP®, CPA, CDFA®

Co-Founder ― Chief Investment Officer

Debora E. May, CFP®, CPA, CDFA® is a founding member and the chief investment officer of MBI, LLC. She has 35 years of experience providing comprehensive financial planning and nearly 30 years providing investment advisory services. She has also been a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNERTM  professional for over 30 years, and is a Certified Divorce Financial Analyst®.

Debbie has been recognized by Washingtonian Magazine as a Top Financial Adviser in the metropolitan Washington, DC area in the only eight polls of that nature (October 1994, December 2002, January 2009, November 2012, November 2014, April 2016, February 2018 and December 2019). (Read the Washingtonian disclosure statement here). 

In addition, she was recognized as an expert in financial issues arising from divorce in the November 2014 and February 2018 editions. She was also featured in the September 2014 and April 2016 editions of Investor Advisor Magazine.

She has served on many professional boards over the years, including The Maryland Institute of Certified Financial Planners, the Maryland Collaborative Practice Council and the Montgomery County Divorce Roundtable. Debbie has presented many educational programs for industry groups such as the Financial Planning Associations, the Maryland Capital Area CPAs and the Maryland State Bar Association.

Debbie is a graduate of the University of Maryland. She enjoys playing golf and visiting her adult children in California.


Judith P. Barnhard, CFP®, CPA, CDFA® Photo

Judith P. Barnhard, CFP®, CPA, CDFA®

Co-Founder - CCO & Senior Advisor
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Judith P. Barnhard

CFP®, CPA, CDFA®

CCO & Senior Financial and Tax Advisor


Judith P. Barnhard, CFP®, CPA, CDFA® is a founding member of MBI, LLC and serves as MBI's Chief Compliance Officer and senior financial and tax advisor. She is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNERTM professional and a Certified Divorce Financial Analyst®.

Judy has more than 30 years of professional experience providing services to leading international firms, private industry and local private practice. She specializes in income tax preparation and planning for individuals. She also enjoys meeting with clients and assisting them with their comprehensive financial planning goals.

She is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the Financial Planning Association and the Institute for Divorce Financial Analysts. She earned her Bachelor of Science degree from Northeastern University.

Judy also volunteers in a leadership capacity for a leading cancer charity. She enjoys horseback riding and traveling.

Alex S. Seleznev, MBA, CFP®, CFA Photo

Alex S. Seleznev, MBA, CFP®, CFA

Co-Founder ― Senior Advisor & Portfolio Strategist
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Alex S. Seleznev
MBA, CFP®, CFA

Co-Founder ― Senior Advisor & Portfolio Strategist


Alex S. Seleznev, MBA, CFP®, CFA, is a founding member of MBI, LLC and serves as senior advisor and portfolio strategist. He directs the identification, development, and implementation of strategies to enhance the investment performance and processes of the firm. He specializes in translating complex financial planning and investment challenges into a simple set of actions. Alex's passion for the independent “fee-only” financial planning approach comes from his desire to help people meet their goals in a sympathetic and easy-to-understand manner. 

As a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNERTM professional with over 12 years of experience, Alex collaborates with clients on development and implementation of a strategy that accounts for their short- and long-term objectives. He understands the major concerns facing individuals and families that become a critical part of the holistic planning process such as maximizing savings and investment performance, asset allocation selection, risk management and insurance, education planning and other life events such as house purchase, transition to retirement, receipt of inheritance, birth of a child or divorce.

Alex works with a diverse group of clients including business owners, federal employees, retirees, doctors, attorneys, young professionals and newly divorced individuals. This multifaceted experience provides him with ample opportunities to stay current in today’s rapidly changing environment. Executive compensation, including stock options and performance-based incentives, is one of Alex's specialties. His clients include executives at Microsoft, GitHub, Uber, Lyft, Coca-Cola and Palantir. 

He is a regular speaker at the firm’s bimonthly Investment Market Update webinars and presentations. He also frequently provides professional education on other financial planning topics such as Retirement Planning Strategies, Social Security, Medicare and College Planning. He was recently quoted by Kiplinger on “Investing for Income”.  

In his free time, Alex enjoys spending time with his wife and two sons. He is an avid tennis player and helped his semi-professional team to advance to the 3rd position in the USTA National 5.0+ league.


Jeffrey A. May, CPA Photo

Jeffrey A. May, CPA

Co-Founder ― Tax Advisor/Consultant
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Jeffrey A. May
CPA

Co-Founder ―Tax Advisor/Consultant


Jeffrey A. May, CPA is a tax advisor and consultant at MBI, LLC. He has more than 30 years of experience in public accounting. While Jeff enjoys a diverse industry mix of clientele, he is known for his expertise in the professional services, real estate, oil and gas, retail, government contracting and internet commerce industries. He also works closely with not-for-profit organizations, helping them obtain tax exemption, addressing unrelated business income tax complexities, and achieving public support tests.

Jeff is a past president of the Maryland Association of CPAs' Washington Capital Area chapter. He has written many articles on tax-related areas and has appeared on news programs and radio shows regarding tax matters.

He is a graduate of the University of Maryland. He enjoys attending ice hockey games, fishing and playing golf.

Jane O. Rowny, CFP®, CPA, CDFA® Photo

Jane O. Rowny, CFP®, CPA, CDFA®

Senior Financial Advisor
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Jane O. Rowny

CFP®, CPA, CDFA®

Senior Financial Advisor


Jane Ochsman Rowny, CFP®, CPA, CDFA®, is a senior financial advisor with MBI, LLC with nearly 20 years of professional experience.  She is a CERTIFIED FINANCIAL PLANNERTM  professional, Certified Public Accountant and Certified Divorce Financial Analyst®. 

Jane's areas of expertise includes portfolio strategy, asset allocation, investment advice, and comprehensive financial, tax, cash flow and retirement planning. Her goal is to serve the clients’ needs above all else.

She is a member of the Financial Planners Association, the American Institute of Certified Public Accountants, the Institute for Divorce Financial Analysts and several local professional organizations. She has presented educational programs and published articles on a range of financial topics including retirement assets and tax and cash flow planning.  

She earned her Bachelor of Science degree from the University of Connecticut. She enjoys competitive tennis, trekking in remote mountains, skiing, golf and time with family and friends.

John Comunale, CPA Photo

John Comunale, CPA

Auto Dealership Advisor
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John Comunale

CPA

Auto Dealership Advisor

John Comunale, CPA is an auto dealership advisor at MBI, LLC with more than 25 years in public accounting serving numerous businesses in the Washington, D.C. metropolitan area and Mid-Atlantic region. 

He provides businesses and their owners with audit, accounting, tax and consulting services. John also has developed extensive experience in servicing a wide variety of other industries, including construction contractors, real estate developers and operators. He has handled large and complex dealer groups providing them with consolidated financial reporting and taxation, and multi-state tax services. He has worked on dealership engagements that represent most manufacturers. John has been a lecturer and trainer on various subjects including business taxes, accounting, fraud, and operational issues.

John is treasurer and a member of the board of directors of the Catholic Business Network of Montgomery County and a member of the National Alliance of Auto Dealer Advisors, a national association of CPAs and consulting firms representing over 1,500 dealers nationwide, and AutoDealerCPAs, a national association of CPAs and consulting firms representing numerous dealers nationwide. He is also a board member of the Montgomery County Students Automotive Trades Foundation.

He holds his Certified Public Accountant designation from the State of Maryland and earned his Bachelor of Science in Accounting from Saint Vincent College. He is a member of the American Institute of Certified Public Accounts, the Greater Washington Society of CPAs and the Maryland Association of Certified Public Accountants.

Richard Morris, CPA, MST Photo

Richard Morris, CPA, MST

Complex Estates & Trusts
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Richard Morris
CPA, MST

Complex Estates & Trusts


Richard Morris, CPA, MST is an estates and trusts advisor with MBI, LLC. He has extensive involvement in estate, trust, corporate, individual and partnership taxation and planning, including compensation, retirement planning and succession issues.  He holds a Series 65 Securities License and has worked with associations and boards on their investment policies and investment management.

Richard's public experience includes corporate structuring, entity selection, transaction planning and analysis, estate planning and working with closely held and family owned businesses, and their owners and executives. He works very closely with clients who have unusual or complex tax issues that require customized solutions and go beyond general tax compliance. He also has substantial involvement in not-for-profit tax and accounting issues including public and private foundations and unrelated business income tax issues.

He represents clients before the Internal Revenue Service and various states and cities on a variety of issues. He interacts with various levels of government and professional organizations in order to be in the forefront of current and pending tax legislation.

He has been a speaker and instructor to numerous groups, associations and universities on tax, business formation, and real estate issues, and has authored numerous tax articles as well as television and radio. 

Richard is treasurer and a member of the Board of Trustees, Sibley Memorial Hospital, Washington, DC, a member of the Parish Finance Council at St. Peters in Olney, MD, and a member of the finance committee of the Johns Hopkins Health System. He is also a member of the American Institute of CPAs, the Maryland Association of CPAs and the Greater Washington Society of CPAs.

He holds his Certified Public Accountant designation from the State of Maryland and a Series 65 Securities license. He has a Master of Taxation (MST) degree from George Washington University and a Bachelor of Arts in Accounting from the Catholic University of America. 



Yunen Ding Photo

Yunen Ding

Portfolio Specialist and Senior Financial Analyst
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Yunen Ding

Financial Analyst


Yunen Ding is a portfolio specialist and senior financial analyst at MBI, LLC. She assists in financial planning projects including cash flow projections, retirement projects and net worth statement reviews. She also provides support in the assessment of clients’ overall financial situations and develops appropriate financial plans based on each client’s circumstances. Finally, she reviews client portfolios, makes investment recommendations and assists with portfolio re-balancing.

She earned a Master of Science degree in Finance from Johns Hopkins University and a Bachelor of Science degree in Mathematics from the University of California, San Diego.

Abbie Niehoff, MPS, CFP® Photo

Abbie Niehoff, MPS, CFP®

Financial Planning Associate
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Abbie M. Niehoff

MPS, CFP®, CDFA®

Financial Planning Associate


Abbie Niehoff, MPS, CFP®, CDFA®, is a financial planning associate at MBI, LLC with more than six years of professional experience. She works on financial planning for collaborative, mediated, and litigated divorce cases.

Abbie holds her CFP® and CDFA® certifications. She is collaboratively trained and is a trained mediator. She earned her master’s degree in paralegal studies from George Washington University and her Bachelor of Science degree in sociology and anthropology (with a concentration in criminal justice and a minor in psychology) from Towson University.

She presented and published articles on a range of financial topics including collaborative divorce and financial planning for young couples.

In previous roles, she worked as a paralegal for May & Barnhard, a tax and financial consulting firm, and as a legal assistant at Hood & Hodges, a law firm specializing in criminal law, business litigation, personal injury, workers’ compensation, Social Security, medical malpractice, and criminal law.

In her free time, Abbie enjoys spending time with her dog, traveling, and reading books.


Reema Patel, CPA Photo

Reema Patel, CPA

Financial Planning Associate
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Reema Patel

CPA

Financial Planning Associate

Reema Patel, CPA, is a financial planning associate with MBI, LLC. She has nearly 10 years of experience in public accounting, including former positions at a national firm. Her tax experience includes planning, research, preparation, and other services for individuals, businesses, and non-profit organizations. She specializes in audits, reviews, and compilations, focusing primarily on automotive, non-profit, and professional services industries. She is also involved in employee benefit plan audits. 

More recently, Reema has assumed additional leadership responsibilities. She has developed a business plan to deliver financial planning services to Generation X and Y professionals, thereby contributing to a new client model for the future of the firm. She has also participated in the Greater Washington Society of CPA’s Margaret De Boe Leadership Development program to enhance her management development, communication and leadership talents.

She earned her Bachelor of Science degree in Accounting from Rutgers University. She holds her certified public accountant designation from New Jersey, and is a member of the American Institute of CPAs, the Maryland Association of CPAs, the Greater Washington Society of CPAs and the New Jersey Society of CPAs. 

Joshua Hahn Photo

Joshua Hahn

Senior Investment Analyst
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Joshua Hahn 


Senior Investment Analyst



Joshua Hahn is a senior investment analyst with MBI, LLC, CBM’s wealth management subsidiary. He has nearly 10 years of experience providing fixed income and alternative asset investment analysis, asset liability modeling, and risk assurance expertise in the financial services and other industries. His expertise includes facilitating asset security trades and portfolio performance reporting. He has also managed liquidity and cash responsibilities to ensure adequate cashflow needs of clients. 

Joshua communicates regularly with clients and team members to review portfolio risks and performance outcomes set against benchmarks, analyzes model equity and fixed income funds for client portfolios and assists in financial planning for clients. In a previous role at a national accounting firm, he demonstrated team management responsibilities by overseeing teams responsible for risk assurance.

Joshua has completed the Level I and II exams in pursuit of the chartered financial analyst designation. He is also a certified internal auditor. Finally, he holds a B.B.A. Finance from James Madison University. He volunteers with First Tee, a youth development and empowerment organization that introduces golf to kids and teenagers.


Dedicated to Adding Value to Your Life

We form a lasting relationship with every one of our clients and make a point to consistently follow up on your progress. We are here to assist and coordinate every aspect of your financial life.


Ongoing monitoring is key to achieving your goals and sustaining the success of your plan. To support your success, we schedule regular meetings with you — at least semi-annually — to discuss important changes in your life and review where you are in terms of achieving your financial goals.

In addition to our regular reviews, we provide quarterly performance reports that are concise and easy to understand. We encourage you to contact us by phone or email any time you have questions or would like to discuss a particular aspect of your plan.



Our clients rely on our integrated approach to:



Comprehensive Financial Planning

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Customized Investment Management

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Serving a Range of Individuals

The depth of our financial advice and guidance goes well beyond your investment portfolio

We value getting to know every one of our clients on a personal level because everyone’s interests and passions are different. Some may dream of having a vacation home, while others strive to get their children through college. Whatever your aspirations are, we can help you get there through our handcrafted solutions designed with you in mind. Your success is our mission, and we work hard every day to ensure your efforts are not wasted.


Our Focus Areas Include:



Auto Dealership Executives

Attorneys, Doctors and Professionals

Families and Generational Planning

Divorcees, Widows and Widowers

Business Owners and Entrepreneurs

Not-for-Profit Executives



Questions?


Reach Out Today

Look Forward to the Future

Wherever you are in life, we’ll be your financial guide, advocate and partner — supporting your needs and goals while finding new ways to optimize the wealth you have earned and saved over the years.


Testimonials

"I went to CBM for a post-retirement assessment of my financial status, investment advice, and guidance on drawing on savings. Every aspect of the process worked well for me, starting with the meetings we had to discuss my situation and answer questions. The printed analyses and projections I received were clear, informative, and helpful. My advisor, Alex Seleznev, answered follow-up questions quickly and completely.

I enjoyed working with the folks at CBM and I received exactly the guidance I needed to go forward. It’s a real help in giving me the confidence that I will be able to afford retirement and do the things I’d like to do in those years. Couldn’t really have asked for a better experience."

-MBI client