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
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
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
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

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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