Who We Are
Ahead of the Curve. 30 Years Strong.
For three decades Cassady Schiller has been a trusted partner to individuals and organizations seeking transformative financial growth. Our legacy is built on lasting relationships with clients, forged by working collaboratively to harness opportunities with informed, forward-thinking solutions. Our people and the people we serve is our top priority. Together, we can build a prosperous financial future.
Our knowledgeable certified public accountants (CPAs) and advisors know your financial needs require more than a one-size-fits-all approach. From wealth management and estate planning to tax compliance and business growth and more; our industry-leading experts will create an individualized plan to achieve your financial goals.
For 30 years we have put our people first and cared for them like family, inspiring them to serve their clients the same way. We are proud of our team’s diverse backgrounds and skills and the unique value each person brings to our firm. As a privately held company we put people over profits and foster tight-knit relationships—and we wouldn’t have it any other way.
With a holistic approach, Sarah helps clients consider the tax ramifications of their wealth transition needs while placing high value on the non-financial aspects of wealth transition.
Chris works closely with his clients to understand their day-to-day challenges and pain points, then works to alleviate them using both technology and processes redesign.
Senior Wealth Advisor
A teacher at heart, Tim believes that a financial plan is only as strong as one’s ability to understand the “how” and “why.” He enjoys taking the time to understand people’s goals and designing plans to meet them.
Jordan joined Cassady Schiller in February of 2021 coming from a nationally ranked firm. Prior to public accounting he worked in a corporate tax department for a Fortune 500 company. Jordan is a Certified Public Accountant with over 6 years of experience in industry and public accounting.
Mike specializes in minimizing tax and maximizing wealth for closely held companies and their owners. He has vast experience in planning for partnerships, S Corporations, C Corporations, Limited Liability Companies, and sole proprietorships.
Gail has over 30 years of experience in taxation, including 6 years with an international “Big 4” accounting firm and 6 years in corporate taxation with Fortune 500 companies.