The Team
Operators, builders, execution partners.
Strategy, finance, and operations under one roof — a bench built for clients who need their advisors to do the work, not describe it.
Leadership
Dallas Coleman
Founder & CEO
MBA · JD · FMVA · SIE · U.S. Army Reserve
Dallas sets the engagement standard for the firm: find what actually drives the business, build the plan around it, then stay for the implementation. His work centers on financial oversight and operational analysis — cash flow, performance diagnostics, forward-looking forecasting — translated into decisions owners can act on.
He holds a BSBA from the University of Missouri–Columbia, an MBA from Maryville University, and a Juris Doctor from Southern Illinois University School of Law, with professional experience at IHS Markit and U.S. Bank. A certified Financial Modeling & Valuation Analyst, he brings strategic, financial, and structural rigor to every engagement — and his service in the U.S. Army Reserve anchors the firm's discipline and its Veteran Business Support Initiative.
The Bench
Staffed, not outsourced
The people below sit in client meetings, build client deliverables, and carry client outcomes personally.
John Turner
VP of Business Development
Relationships, market expansion, and engagement coordination — run from the Dallas office.
Abigail Strait
Research Analyst
The research and diligence that keep CMA deliverables defensible.
Hunter Smith
Advisory Team
Supporting client engagements across the firm’s practice areas.
Wambugu Wambugu
Advisory Team
Supporting client engagements across the firm’s practice areas.
Willis Pember
Advisory Team
Supporting client engagements across the firm’s practice areas.