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Judy Barnhard, CPA, CFP®, CDFA®

Executive Vice President | Director - Professional Services, Wealth Management and Financial Planning Services

“一个伟大的顾问的标志在于他们提供价值而不是追求个人成功的动机, 朱迪思将这种品质体现在她个人生活和职业生活的方方面面. "

Empowered by the positive impact of serving others, Judy Barnhard, CPA, CFP®, CDFA®, finds gratification in helping high-net-worth clients, especially those nearing retirement, develop comprehensive personal financial plans, 所得税规划,以尽量减少支出和保持财富积累.

她40多年的成功源于她天生的倾听和为每个客户提供独特解决方案的能力. 这一特点使她成为那些向她寻求建议的人的宝贵资源 financial planning and investment management to income tax planning and preparation.

Blending her expertise as a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional, Judy often consults on retirement planning, cash flow and budgeting risk management, and portfolio review and investment strategies. 朱迪是一位天生热情的领导者,是葡京会手机app下载议员的主任 & Mitchell (老葡京手机app)’s professional services, and wealth management and financial planning committees. 她还担任公司财务规划实践及其财富管理子公司的首席合规官, MBI, LLC.

Judy还为老葡京手机app的审计和保证团队增加价值,以帮助客户提供专业服务。 not-for-profit, and government contracting industries surpass their most ambitious goals. She does this by leading financial statement reviews and audits 准备企业纳税申报表,尤其是非营利性和少数人持股的企业.

Her reputation in the industry, 再加上她将技术概念转化为简单术语的能力, 让她在各种税务和财务规划话题上成为备受追捧的演讲者吗.

Before joining 老葡京手机app, Judy was a partner with May & Barnhard, P.C.该公司是一家总部位于马里兰州的税务和金融咨询公司,于2017年并入老葡京手机app. During her 26 years with May & Barnhard, she oversaw audit practice quality control for not-for-profits, government contractors, and closely-held business clients, while providing personal income tax and financial planning services. 她的职业生涯始于一家大型国际会计师事务所的会计和审计经理,以及一家财富500强出版公司的内部审计师.

当她不为客户服务或在社区做志愿者的时候, where she serves on the board of directors for the National Foundation of Cancer Research朱迪喜欢和妈妈在一起,也喜欢和女儿一起骑马. 她还喜欢周游世界,经常花几个小时参观博物馆, indulging in art and culture, or attending the theater.

Professional Qualifications and Education

  • Certified Public Accountant (CPA), Maryland
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Divorce Financial Analyst (CFDA®)
  • B.S. Accounting, Northeastern University

Professional Associations and Activities

Speaking Engagements:

Community Involvement: