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® 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, 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 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 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 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 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. 

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, CFP® 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.