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Profile

Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
John Broderick
Wealth Planning Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Savanna Schneider
Office Manager
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate

Amy Barker, CFA, CFP®

Principal
First job?

Teaching flute. I played throughout high school and college, even majoring in flute performance in college for a brief period of time. I taught lessons from middle school until many years after graduating from college.

Favorite family tradition?

My husband and I decorate our kids’ rooms after they go to sleep on the night before their birthday every year. They wake up to a web of streamers, balloons covering their floor, and gifts wrapped and ready for celebration. It’s the only night of the year we don’t have to remind them that it’s bedtime!

Ways to unwind?

My husband and I love to ski – especially with our children. We’ve built many great family memories skiing together whenever and wherever possible. When I can’t ski, I practice martial arts to unwind and get exercise – including Muay Thai kickboxing, Brazilian jiu-jitsu, and Kali-Escrima.

Missed opportunity?

To bungee jump where it was first offered commercially when visiting New Zealand to ski. I’ve regretted not taking advantage of the opportunity ever since. I’ll have to return so I can cross it off of my bucket list (if I can build up the nerve).

Important quotes?

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou

And a dear friend lived by the quote: “Always stand up for what’s right – even if you’re standing alone.” I try to remember the importance of both of these quotes as I interact with others.

About Amy

  • Objective: Amy's goal is to offer her clients personalized and superior wealth management solutions that help them achieve their goals and feel confident about their futures by applying best in class research, technology and the highest standard of care in the industry.
  • Snapshot: As a Chartered Financial Analyst and Certified Financial Planner™ practitioner (CFP®), Amy has more than 25 years of experience advising individuals, families, businesses and charities on their financial needs.  With a strong desire to focus on educating clients, and to provide customized solutions for financial planning and wealth management, Amy joined Parallel in 2015 to bring a better investment experience to her clients.

Experience

  • Partner and Director of Portfolio Management, Parker Carlson and Johnson, Dayton, OH
  • Senior Vice President and Senior Investment Officer, Ohio, National City Bank, Dayton, OH
  • Investment Officer and Portfolio Manager, Central Trust Bank, Cincinnati, OH

Education

  • University of Cincinnati, BBA, Finance and Marketing

Affiliations & Boards

  • Chartered Financial Analyst
  • Founding President and member, CFA Society of Dayton
  • Active Volunteer, CFA Institute
  • Certified Financial Planner™ practitioner (CFP®)
  • Member Financial Planning Association of Southwestern Ohio
  • Sinclair Community College – Board of Trustees
  • Centerville Noon Optimists 
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