We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
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
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
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate

Sandra Pierce, CPA, CFP®

Principal
Favorite part of my work?

Knowing that I’ve helped people, when they tell me things like “you mean the world to us.”

My hero?

My dad, a true self-made man. He grew up on a tenant farm during The Depression, flew B-25’s in WWII & put himself through Ohio State Engineering School. 

First car?

Candy apple red Camaro!

Favorite place to visit?

Colonial Williamsburg, Virginia 

My best friend?

My husband, George, who is my rock!  

About Sandy

  • Objective: Sandy's goal is to assist clients in their financial decision-making, offer independent investment management solutions, and provide the peace of mind that comes from having a trusted financial advisor at their side.
  • Snapshot: After honing her financial skills in public accounting and commercial banking, Sandy has used the past 21 years to assist individuals, families, charities and foundations in investment management, tax planning, charitable & family gifting, and estate planning. Her clients are like family, and their happiness and welfare are what led her to this work and to joining Parallel Advisors, where clients come first. Using her talents to give back to her community, especially to teach financial skills to women, adds further meaning to her life.  

Experience

  • Partner & Vice President of Wealth Management, Parker Carlson & Johnson, Dayton, OH
  • Financial Planner, Buckingham Financial Group, Centerville, OH 
  • Vice President, Commercial Lending & Credit Administration, Bank One, Dayton, OH
  • Staff Accountant, Crowe Chizek & Company, CPAs, South Bend, IN

Education

  • Graduate, College of Financial Planning, Denver, CO
  • Miami University, B.S. in Business Administration, Major in Accountancy, Magna Cum Laude

Affiliations & Boards

  • Certified Public Accountant (CPA)
  • Former Chair of the Executive Board, & current member, Ohio Society of CPAs
  • Former delegate to the Governing Council, & current member, American Institute of CPAs
  • Certified Financial Planner™ practitioner (CFP®)
  • Member, Financial Planning Association of Southwestern Ohio
  • Member, Dayton Children’s Hospital Foundation Board & Planned Giving Committee
  • Member, University of Dayton Planned Giving Committee
  • Member, Partnership for Philanthropic Planning of Greater Dayton.
  • Chair, Foundation Investment Committee, & member, Rotary Club of Oakwood, OH
  • Co-founder, Life Cycle Network, Dayton, OH
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