People
Our people arrive at Parallel from different places, with different backgrounds and experiences.
Some of us expatriated from traditional wirehouses, seeking a better deal for clients, one free from the conflicts of interest of the broker-dealer business model.
Some of us had our own small practices but opted to join forces with a larger firm offering support and resources unavailable to us as solo practitioners.
A few of us are determinedly rising through the ranks, from reception, to operations, to paraplanner, to advisor, gaining valuable experience and knowledge at each step.
And last but not least, our crack Operations, Planning, and Tax teams, the best in the business, taking care of even the tiniest details to ensure your client experience is a happy one.
Every one of us has a story to tell and knowledge and experience to share.
This is what gives us our superpower — call it “hybrid strength” — the combination of traits that make the firm greater than the sum of its parts.
Amy Barker, CFA®, CFP®, CDFA®
Amy Barker
Principal
Dayton
Solutions Specialist. Finance Finesser. Martial Artist.
Mollie Courtney
Mollie Courtney
Wealth Strategy Associate
Dayton
Dog Whisperer. 5k Enthusiast. Calming Presence
Rob Henrich, CFA®, CFP®
Rob Henrich
Principal
Dayton
Orangetheorist. National Park Nut. Wealth Maximizer.
Savanna Schneider
Savanna Schneider
Office Manager
Dayton
Festival Food Finder. Sports Mom. Bibliophile.
Benjamin Shroyer
Benjamin Shroyer
Office Manager/Operations Associate
Dayton
Christ Follower. Family Farmer. Running Enthusiast.
Kameron Smith, CFP®
Kameron Smith
Wealth Advisor
Dayton
Christ Follower. Life Planner. Adventure Enthusiast.