Front row from left: Jane Ochsman Rowny and Judy Barnhard. Back row from left: Stephanie Anderson, Nakesha Hodo, Reema Patel, Lisa Sippel and Abbie (Niehoff) Frishman
May Barnhard Investments, LLC
Subsidiary of Councilor, Buchanan & Mitchell, PC
7910 Woodmont Ave., Suite 500
Bethesda, MD 20814
301-986-0600
maybarnhardinvestments.com
www.cbmcpa.com
https://maybarnhardinvestments.com/compliance
Q What advice would you offer to women just starting out?
A When starting out, it can feel like your entire life is charted within a single moment. But the trajectory of your life is made up of many decisions and moments over time, gradually building to the life you are working toward. Sometimes the journey wasn’t what you expected. When you’re open to something new, opportunities are endless. Also, be fearless. Trust your own talent. Advocate for yourself. Understand what you bring to the table. Ask for the right support and resources to get where you want to go.
Q How do you measure success?
A We measure success by our client’s satisfaction in our services. We take the time to listen and understand each unique client’s goals and needs. One client may be focused on college planning for their kids. Another wants to understand how to strategize Social Security and Medicare into their retirement plan. For divorcing individuals, success is achieving the best financial outcome for the present and future. Our solutions are tailored for each client to help set them up for their best financial future.
Q What qualities do you think a successful woman in your field should have?
A Empathy, patience and vision are key. When helping clients navigate painful aspects of their lives, such as divorce, death and disability, empathy goes a long way. Patience is important during challenging conversations with clients. Lastly, if you have vision, you keep clients’ long-term goals in mind while addressing their immediate concerns. These qualities are crucial for anyone in financial planning and wealth management.
May Barnhard Investments is a fee-only wealth management subsidiary of CBM. Our team of CFPs, CPAs, CDFAs, and CFAs provides investment management services and comprehensive financial planning, including tax and divorce consulting. Team members have been recognized by Bethesda Magazine and Washingtonian as top financial professionals.