Jane Ochsman Rowny, CFP®, CPA, CDFA®, is the director of MBI, LLC with 25 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 Planning Association, the American Institute of Certified Public Accountants, the Institute for Divorce Financial Analysts, Collaborative Dispute Resolution Professionals, Collaborative Professionals of Northern Virginia, the International Academy of Collaborative Professionals and the Greater Washington Society of CPAs. She is also treasurer of Virginia Collaborative Professionals and a past secretary of the DC Academy of Collaborative Professionals. She has also presented educational programs and published articles on a range of financial topics including retirement assets, tax and cash flow planning.  

Jane 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.

Gregory M, Estes, CFA is the Director and Chief Investment Officer at MBI. He is a Chartered Financial Analyst® (CFA®), one of the industry's highest distinctions in the investment management profession. 

Greg has nearly 30 years of building successful client relationships, managing portfolios, developing client investment strategies, performing equity research and leading compliance-based risk management strategies. He is responsible for overseeing the wealth management goals of MBI's high net worth clients by speaking regularly with individuals and families to cultivate relationships and by providing customized research, analysis and informed guidance aligned with their unique preferences. 

His background includes developing new client relationships, presenting client investment reviews and providing advice to clients on investment policy compliance, performance and capital market outlooks.

Greg is a member of the CFA Institute and the CFA Society - Jacksonville. He earned his Master of Arts degree in Finance from the University of Florida - Gainesville. 

Greg enjoys furniture refinishing and spending time with his family. 

Judith P. Barnhard, CPA, CFP® 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 and a CERTIFIED FINANCIAL PLANNERTM professional.

Judy has nearly 45 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, and the Financial Planning Association. She earned her Bachelor of Science degree from Northeastern University.

Judy formerly volunteered on the board of a leading cancer charity. She enjoys horseback riding and traveling.

Debora E. May, CFP^®, CPA is a founding member and senior advisor to MBI, LLC. She has 40 years of experience providing comprehensive financial planning and nearly 30 years providing investment advisory services. She has been a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER^TM  professional for over 40 years, and, previously, a Certified Divorce Financial Analyst^®.

Debbie has been recognized several times in Washington, DC regional publications including in the Washingtonian and Bethesda Magazines. She was named as a top financial advisor in the October 1994, December 2002, January 2009, November 2012, November 2014, April 2016, January 2018, December 2019, January 2021 and January 2024 issues of Washingtonian Magazine. She was also named as a top financial advisor in the January 2024 issue of Bethesda Magazine based on a poll of the magazine’s readers and named a top financial professional in November 2022 by the magazine. (Read the Washingtonian disclosure statement here). 

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, the Maryland State Bar Association and and the National Area Financial Planning Association.

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

Disclaimer: The Top Financial Advisor or Top Money Advisor programs to which Debbie were named in the months and years listed above reflect nomination program titles designated by Bethesda Magazine and are not intended to imply any fact regarding the quality of Debora May's financial advisory work.

Reema Patel, CPA, CFP® is a senior financial advisor at May Barnhard Investments LLC with more than 10 years of experience in public accounting including 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 the Financial Planning Association, the Greater Washington Society of CPAs and the New Jersey Society of CPAs. 

Stephanie Anderson, CFA, CFP®, CDFA®, is a manager of financial planning and wealth management with May Barnhard Investments.  She has more than 30 years of experience in the investment management and strategy consulting industries.  Stephanie joined the firm because she is passionate about helping clients make smart financial decisions and confidently navigate all of life’s transitions to achieve their life goals. 

Stephanie has considerable experience working with individuals, couples, and families to manage their finances in a comprehensive, holistic manner throughout their lives—from marriage, starting a family, planning for taxes, preparing for retirement, and estate advisory/legacy planning.  She recently expanded her focus to assist individuals who are contemplating or engaged in a divorce. 

In addition to her expertise in financial planning for families, Stephanie has worked extensively with institutional clients (especially endowments and foundations) and their boards and investment committees to develop investment policy statements that guide the management and oversight of their portfolios.  Further, she has honed her analytical and creative problem-solving skills during numerous engagements as a strategy consultant.

She is a member of the education committee for Collaborative Dispute Resolution Professionals. 

Abbie (Niehoff) Frishman, MPS, CFP®, CDFA®, is a manager at MBI, LLC, CBM’s wealth management subsidiary where she is also the manager of divorce financial planning services. Since 2017, Abbie has helped clients navigate a range of areas of financial decision-making including building a budget, saving to buy a house, managing the complexities of marriage and divorce, planning for retirement, and planning for the costs of higher education, as well as others. Bringing a collaborative approach to client service, Abbie listens to each client outline his/her unique financial goals then develops a plan to implement with the client to pursue them.    

Abbie holds her CFP® and CDFA® certifications. She is collaboratively trained and is a trained mediator. She earned her master’s degree from George Washington University and her Bachelor of Science degree from Towson University.

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

Abbie is a member of the Financial Planning Association, the Institute for Divorce Financial Analysts, the International Academy of Collaborative Professionals, Virginia Collaborative Professionals, Collaborative Professionals of Northern Virginia and the DC Academy of Collaborative Professionals. She is also treasurer of Collaborative Dispute Resolution Professionals and the membership committee chair for Howard County Collaborative Professionals.    

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

Lisa Sippel is the operations manager at May Barnhard Investments. She has more than 20 years of operations management and accounting experience, most of which has been spent at Councilor, Buchanan & Mitchell, of which MBI is a subsidiary. In her most recent role at CBM, she worked as an accounting manager while serving a variety of operational roles throughout the firm. Following a short stint at a DC-area law firm, she returned as MBI’s operations manager, a role in which she will be responsible for ensuring a seamless client experience by providing timely and personalized responses to meet their needs. 

Nakesha Hodo is a financial operations associate with May Barnhard Investments. Prior to joining MBI, Nakesha spent nearly seven years at a broker dealer, opening new customer accounts and facilitating asset movement requests by clients including journals, IRA distributions, RMDs, dividend changes and others. Prior to that, she provided customer service expertise for Capital One, guiding bank customers toward solutions to their banking challenges and maintaining customer accounts. 

Nakesha holds a Bachelor of Science degree in Political Science and Law from the Bennett College for Women. 

Anthi Bourazani, MSF is a financial planning associate at May Barnhard Investments (MBI). She is passionate about helping clients through difficult divorce-related financial transitions, towards a more secure financial future. Her expertise includes asset summaries and analysis, income and cash flow projections, retirement projections and financial analysis.   

Before joining the firm, Anthi worked at a Fairfax, VA-based legal services firm and as a legal writer for another firm. Her passion for financial planning provides her with an economic perspective on client work grounded in each client's personal experience.  

Anthi is fluent in both English and Greek. She holds a Master of Science in Finance from Fordham University's Gabelli School of Business and a Bachelor of Arts in Economics from St. Mary’s College of Maryland. She was also inducted into the Economics Honor Society in recognition of her outstanding academic achievements in the field of economics.

In her personal time, Anthi enjoys traveling, staying active through fitness, and spending quality time with close friends and family.

Chuck Kimmel, CFP® is a Financial Planning & Wealth Management Associate of MBI, LLC with over 16 years of experience in the financial services industry. Chuck specializes in financial planning, wealth management, operational efficiency, and team leadership. Throughout his career, he has worked to improve processes, enhance client service, and develop comprehensive financial strategies to help clients reach their long-term goals.

Chuck began his career in 2008 at Arrow Investment Advisors, where he supported advisors in investment product promotion. In 2009, he joined SPC Financial, Inc., where he played a key role in driving internal processes and systems that enhanced the firm’s overall efficiency. Chuck started as a Client Service Associate and worked his way up to Financial Planning Associate, and ultimately Director of Financial Planning. In 2015, he took on a leadership role, where he mentored a team of financial planners, refined financial planning practices, and helped streamline operations. In 2021, he became a partner at SPC Financial, expanding his influence and further enhancing the firm’s financial planning practices and client relationships. He joined May Barnhard Investments in March 2025, where he'll utilize his experience and focus on the financial planning process to support the firm’s growth.

"Financial planning is about building a strong foundation for clients to pursue their goals with confidence. My role is to support the systems, strategies, and people that help make those goals a reality."

Outside of work, Chuck is a proud father of three young children, two boys and a girl, and enjoys spending time with them in their Gaithersburg home. He grew up in Montgomery County and continues to live there with his children and their energetic Black Lab.

Keith A. Laudenberger, CPA is the Chief Technology Officer and an auto dealership advisor at MBI, LLC with more than 20 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. Keith also has developed extensive experience in servicing a wide variety of other industries, including construction contractors, real estate developers and operators, as well as, not-for-profits. 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. Keith has been a lecturer and trainer on various subjects including cybersecurity, accounting, and dealership operation through a global pandemic.

Keith is 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 holds his Certified Public Accountant designation from the State of Maryland and earned his Bachelor of Science in Accounting from Arizona State University. 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.

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.

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.