Sandra K. Pierce, CPA, CFP
- Vice President, Wealth Management
- Responsible for estate and retirement planning strategies
- 24+ years experience in the financial services industry
- Past Chair of the Executive Board for the Ohio Society of CPAs
- Serves on the Board of Directors for:
- Planned Giving Council of Dayton
- Governing Council of the American Institute of CPAs
- The Rotary Club of Oakwood
- Financial Planning Association member
- Dayton Trust & Estate Planning Group member
- Certified Financial Planner
- Certified Public Accountant
- Undergraduate: Miami University, B.S. in Business Administration, majoring in Accountancy
