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