She joined Cassady Schiller in November 2015. Her area of expertise is high net worth individuals, closely-held businesses, real estate entities, and investment partnerships. She also has experience with gift tax, estate, and trust tax matters. Avleen is client service oriented and her experience in various facets of public accounting has helped create a productive and positive relationship with her clients.
Avleen graduated with a Master’s Degree in Business Administration with a focus in Accounting from the University of Houston.
She is a member of the Ohio Society of Certified Public Accountants (OSCPA) and a Texas Certified Public Accountant.