May Barnhard Investments (MBI), a Bethesda, MD-based fee-only wealth management firm and a subsidiary of Councilor, Buchanan & Mitchell (CBM), expanded its client service capacities and expertise by welcoming Stephanie Anderson, CFA, CFP®, CDFA®, a wealth manager with more than 30 years of experience in the investment management and strategy consulting industries, and Lisa Sippel, a manager with more than 20 years of operations management and accounting experience. Stephanie Anderson and Lisa Sippel represent the newest team members to join MBI following the addition of senior portfolio and relationship manager Gregory Estes earlier this fall.
Read the full announcement on the MBI website.
Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
