Parker Carlson & Johnson Investment Management
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About Us

Sandra K. Pierce, CPA, CFP

  • Vice President, Wealth Management
  • Responsible for estate, tax and retirement planning strategies
  • 28+ years experience in the financial services industry
  • Certified Financial Planner
  • Certified Public Accountant
  • Past Chair of the Executive Board for the Ohio Society of CPAs
  • Serves on the Board of Directors for:
    • Hospice of Dayton Foundation
    • Oakwood Schools Education Foundation
    • The Rotary Club of Oakwood
  • Financial Planning Association member
  • Planned Giving Council of Dayton member
  • Undergraduate: Miami University, B.S. in Business Administration, majoring in Accountancy
  • Graduate of the College for Financial Planning

 

Sandy Pierce - Jim Johnson - Amy Barker - Kathleen Carlson

Administrative Staff
Nancy Grile - Client Services Manager
Jill Henry - Accounting & Compliance Manager
Linda Bermick - Operations Accounting Assistant
Dana Howard - Client Services Administrator