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 Veteran
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 eight years in the U.S. Army Reserve anchor 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. Pick a name to read their profile. We are adding two interns, in marketing and sales: see the open roles.
Wambugu Wambugu
Head of Sales
Leads sales: the pipeline, new business, and a straight answer on fit.
Wambugu leads sales at CMA. He owns the pipeline from first outreach to signed engagement and runs the firm’s weekly pipeline review, so every open conversation has a next step and a name beside it. The job, as he runs it, is getting to a straight answer on fit before either side spends real time finding out. Most of what CMA does is not right for most businesses, and saying so early is the honest version of selling it. The owners who do belong here start their engagement with a firm that already understands the shape of their problem.
- Sales leadership
- Pipeline & new business
- Qualifying fit
Abigail Strait
Research Analyst
The research and diligence that keep CMA deliverables defensible.
Abby is why a CMA number survives being argued with. She runs the market analysis, the regulatory review, and the sourcing underneath client plans — the part of a deliverable that has to hold when a lender, an investor, or a regulator leans on it. Her training is legal rather than commercial. She is completing her J.D. at the UA Little Rock William H. Bowen School of Law, graduating in May 2027, and earned her degree in Paralegal Studies at Southern Illinois University Carbondale, where she served as vice president of the Organization of Paralegal Students. In law, a claim is worth exactly as much as the source behind it. That is the standard she holds our research to.
- Market analysis
- Regulatory review
- Research & diligence