Meet Our Team
Samantha Dean, CFP®
Over her 18-year career in the Washington DC area, Sam has helped wealth advisory practices grow and thrive through business road mapping, providing curated holistic planning, and investing for ultra-affluent families. She has served as Partner and was a key component of the $20B+ growth of two very successful RIAs (Top 25 ranked via Barron’s continuously), the most recent of which went public in January 2023.
Her passion for advisory consulting is matched by her love of numerous entrepreneurial and philanthropic endeavors. Sam is an arts advocate and collector, author, outdoors person, barefoot exercise enthusiast, dog-mom, travel wanderer, DIY devotee, and Anglophile. Sam is a CERTIFIED FINANCIAL PLANNER TM and is a graduate of Smith College. She lives in Washington DC with her two dogs, Monty and Lilibet (Lily).
Brian Pierson, CFP®
Brian brings over two decades of experience working with multi-generational families to create coordinated advice and comprehensive solutions, delivered with open communication and transparency. He is member of the Washington DC Estate Planning Counsel, is a CERTIFIED FINANCIAL PLANNER™ and earned a Bachelor of Science degree from the Calloway School of Business and Accountancy at Wake Forest University.
Brian’s passion for good investing and wealth planning extends beyond Aerie as he routinely volunteers his time with Junior Achievement, at the Metro Washington Financial Planning Days and at the CFP Board during Exam Writing and Reviewing Workshops.
Lisa Bean
With over 30 years of experience in the industry, Lisa focuses on providing exceptional client service. In her role as a Direct of Client Services, Lisa manages day-to-day client operations for Aerie Advisory Group and serves as a primary point of contact for clients’ family office matters. Lisa began her career in financial services with Goldman, Sachs & Co, spending 8 years working as a Client Service Associate in the Private Advisory Services Group.
She spent 5 years as a Registered Client Associate at Merrill Lynch, in the Private Wealth Advisory Group. Lisa opened the Dallas office of Presidio Capital Advisors in 2003, which merged with Tiedemann Advisors in 2016 where she worked as a Vice President in Client Service until 2023. She holds a BBA from Texas A&M University.
Roman Brent
Roman has over 30 years of experience dedicated to investment research, asset allocation and bespoke advice to institutions, ultra-high net worth families and foundations worldwide. Roman researches and selects investment managers, individual securities and private assets across all asset classes and geographical regions for client portfolios. He also leads the research effort in studying and incorporating macro factors (economic trends, geopolitical events, demographics, etc.) for discussion with clients and client advisors.
He also serves as President of Anacapa, LLC., a consultancy dedicated to board and investment committee member representation for a small number of ultra-wealthy families outside the United States. This outside work enhances the breadth and depth of research and advice utilized for Aerie clients. Previously, he held senior research and advisory positions at Frank Russell Company (now Russell Investments), CTC Consulting (now BMO Family Office) and Bristlecone Advisors (multifamily office). He is a member of the CFA Institute, the CFA Society of Seattle, and was a past member of the Private Wealth Management Committee of the New York Society of Security Analysts.
Alyssa Ross
Alyssa Ross brings over 15 years of finance and accounting experience across a wide range of industries, supporting accurate and compliant financial oversight for family office clients. She has led comprehensive financial management for both businesses and non-profits and holds a BS in Business Management and an MS in Economic Development from Arizona State University. Alyssa serves on the finance committee of Tacoma Community House and is based in Gig Harbor, Washington.
Katrin Dietz
As a Personal and Executive Assistant with 20 years of experience, Katrin achieves her goals by helping her clients achieve theirs. With a dedication to providing personalized results, she has spent her career working with affluent families and C-suite executives within the Family Office industry. Having held leadership roles in client service, operations, and human resources, Katrin has a strong passion for service excellence and understand the value of developing trusted relationships built on a foundation of transparency and collaboration. Her strengths include excellent project management, high attention to detail, and a reputation for handling confidential and personal information with extreme discretion.
Katrin hold a Bachelor of Science in Business Administration from the University of Nevada Las Vegas and was SHRM-CP certified in Human Resources for seven years.
