Experienced Business Consultant

Christopher M. May


Chris May is a finance, strategy, and operations professional with a deep understanding of the crossroads between business and government, and a broad spectrum of professional experiences.  Chris started his career serving as an analyst at a NYC-based hedge fund where he learned the intricacies of Wall Street, investment management, and the importance of an attractive discounted cash flow model.  During the financial crisis of 2009 Chris moved to a global public affairs and business advisory firm, BGR Group, in Washington, DC serving as deputy to the Chief Financial Officer.  It was here that Chris was introduced to operating a multi-functional organization with global presence and a broad blue chip clientele.  In 2010 Chris was accepted into the prestigious Finance Leadership Development Program at Lockheed Martin Corporation.  At Lockheed Martin, Chris served in a variety of roles and projects spanning financial planning & analysis, mergers & acquisitions, business development, government affairs, contracts, investor relations, and corporate accounting.  In 2013, Chris was recruited as Chief Financial Officer of a fast growing boutique consulting and advisory firm where he worked hand in hand with the Founder & CEO to create and implement firm-wide strategies, internal controls and best-practices that streamlined the business and ultimately led to substantial growth and profitability. Chris currently leverages all of these experiences to operate CM Solutions, LLC.

Chris May
  • The University of Mississippi:  Double BBA in Managerial Finance and Economics
  • The George Washington University:  Masters of Business Administration
  • The Wharton School at The University of Pennsylvania:  The CFO Program

Board Memberships: Indomitus Capital, LP ; Project Hope NEXTGEN ; Safari Club International DC ; DC Co-Chair of Maverick PAC ; Land Title Research, LLC; Land Title Investments 

Melissa Wood


Melissa Wood is an accounting, finance and data analytics expert who serves as Director at CM Solutions. Here she uses her over ten years of experience with full cycle accounting and extensive GAAP knowledge to manage and improve financial processes for client organizations. The majority of her career has been spent at Private Equity backed technology companies where she became an expert in technical accounting related issues, managed the monthly closing process and annual financial statement audits, created budgets and forecasts, prepared financial statements and participated in the annual tax preparation and valuation process. In addition to her financial skills she is a gifted analyst proficient in business intelligence software such as Tableau, which she has used to make informed decisions and drive organizational change.


  • National University: Bachelor of Science in Accounting
  • Point Loma Nazarene University: Masters of Business Administration

Nathanael Erk

Senior Accountant

Nathanael is a financial accounting expert. He began his career at Baker Tilly Virchow Krause, LLP, an international public accounting and consulting firm, where he performed full financial statement audits and reviews across a broad spectrum of industries including technology, media/entertainment, automotive, and healthcare. Nathanael now uses his financial statement audit background and sound GAAP knowledge at CM Solutions to improve accounting operations and reporting for client organizations and provide general financial oversight and cash flow management techniques. 


  • Grove City College: Dual-major in Accounting and Finance
  • Certified Public Accountant (CPA)

Beatrice Leonardo


Bea is an expert in accrual accounting and currently uses her knowledge of International Financial Reporting Standards and GAAP to assist clients at CM Solutions in improving their day-to-day finance/accounting operations. Prior to joining CM Solutions, Bea worked for Grant Thornton in the audit, tax, outsourced accounting, and advisory divisions, and she supported finance, accounting, and compliance functions in the biomedical healthcare industry.  Bea also specializes in business operations, client management, and project management.  


  • De La Salle University: Bachelor of Science in Accounting

Cassie Schwartz


Cassie is an accounting professional with deep expertise in financial bookkeeping and analysis. Cassie has  experience working as a controller for a private aviation company that specialized in military transportation. While there, she was responsible for establishing and maintaining accounting processes, budgets, and financial statement preparation. Cassie thrives on learning, which led her back to school to obtain her Masters in 2017. She brings a diverse perspective of accounting theory and application to the CM Solutions team.


  • Grand Canyon University: Masters of Science in Accounting
  • Colorado State University: Bachelor of Science in Accounting

Kelly Pope



Bill Cosgrove

Senior Advisor



  • Villanova University: MBA, Finance
  • University of Notre Dame: BA, Accounting
  • Certified Public Accountant (CPA)

Alyson Miller

Senior Advisor



  • George Mason University School of Business: Master of Business Administration (MBA)
  • Montana State University-Billings: Bachelor of Science in Accounting
  • Certified Public Accountant (CPA)

Jami Segoria

Financial analyst

Jami received his Masters in Business Administration from Willamette University in 2014. He emphasized in entrepreneurial finance and investments from one of the highest rated programs in the country. His work on an Angel Investment board, founding and operating multiple startups, and consultation to 50+ businesses gives him a unique position to help drive valuations and wade through the complexities of accounting and finance as businesses scale. Jami thrives in his expert capabilities in financial modeling, sensitivity analysis, dashboard creation, and metric tracking.  Combined with his corporate finance and accounting experience at Nike, Northwestern Mutual and Gerber Legendary Blades, he also is able to offer up strategic advice in identifying KPIs, setting standard operations and best practices for ongoing metrics tracking to keep a close watch on the strategy as it unfolds.


  • Willamette University: Masters of Business Administration (MBA)
  • Pacific Union College: Bachelor of Business Administration

Brooke Marrelli

Operations Manager

Brooke Marrelli brings over 10 years of business management experience to CM Solutions. Brooke has led accounting and finance operations for a variety of firms, most recently as the lead finance coordinator for a fast-growing company in the global entertainment industry, where she managed all accounts payable and accounts receivable activity along with general day to day accounting functions. Before that, Brooke led operations, event planning, and project management functions for a cybersecurity firm based in Northern Virginia.
Brooke brings a keen knowledge of internal processes, client coordination, quality control, and general operations to both internal and external stakeholders.  She uses these experiences and skillsets in her role as Operations Manager at CM Solutions.


  • Virginia Tech: Bachelor of Arts