San Francisco, CA (PRWEB) September 16, 2015
Parallel Advisors has announced an agreement with Amy Barker, CFA, CFP and Sandy Pierce, CPA, CFP to open a new wealth management office in Dayton. Amy and Sandy formerly worked together for a local registered investment advisor. “After more than a decade working together,” says Pierce, “we were looking to collaborate with other high caliber advisors to solve complex client issues." "We found Parallel’s approach in total alignment with our desire to provide personalized and superior wealth management solutions,” says Barker.
Amy Barker, CFA, CFP
Amy Barker is a Chartered Financial Analyst and Certified Financial Planner™ (CFP®) with more than 25 years’ experience advising individuals, families, businesses and charities on their financial needs. Barker’s experience includes serving as a Partner and Director of Portfolio Management at Parker Carlson and Johnson in Dayton and as a Senior Vice President and Senior Investment Officer with the National City Bank in Dayton as well as the Central Trust Bank in Cincinnati. Amy graduated from the University of Cincinnati with degrees in Finance and Marketing. She serves on a number of boards including extensive leadership roles with the CFA Institute, Sinclair Community College and the Centerville Noon Optimists. To unwind, Barker loves to ski and practices martial arts.
Says Ms. Barker, “I try to remember the importance of two simple quotes as I interact with others",
“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
“Always stand up for what’s right – even if you’re standing alone.”
Sandra Pierce, CPA, CFP
Sandy Pierce is a CPA and CFP who honed her craft in public accounting and commercial banking. For the past 21 years, Pierce has worked to assist individuals, families, charities and foundations in investment management, tax planning, charitable & family gifting, and estate planning. Pierce most recently served as a Partner and Vice President of Wealth Management at Parker Carlson & Johnson. Prior to that, she was a Financial Planner with Buckingham Financial Group in Centerville, OH and a Vice President in Commercial Lending & Credit Administration at Bank One, also in Dayton. Pierce graduated from Miami University in Business Administration, Major in Accountancy, and graduated Magna Cum Laude.
Says Pierce, “My clients are like family, and their happiness and welfare are what led me 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.
Pierce has multiple board affiliations including having served as the Chair of the Executive Board of the Ohio Society of CPAs, is a former delegate to the Governing Council of the American Institute of CPAs. She’s a member of the Dayton Children’s Foundation Board, the University of Dayton’s Planned Giving Committee and Chairs the Investment Committee of the Rotary Club in Oakwood, Ohio.
Parallel Advisors is a fast-growing, San Francisco-based, independent advisory firm with offices in San Francisco, Denver, Chicago and Dayton. CEO and founder, CJ Rendic started Parallel Advisors in 2006 to become a national advisory firm, sought after by clients, advisors, and employees who seek the extraordinary. Says Rendic, “We are extremely pleased to have Amy and Sandy join the Parallel Advisors team. Their high caliber, client-centric approach will add value to Parallel’s collaborative culture.”
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