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.

People First

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.

Our Team

Whitney Fagin

Whitney Fagin

HR Manager

Whitney's knowledge of Human Resources is driven by her passion for people.

Debora Girardot

Debora Girardot

Manager

Debora joined Cassady Schiller in November 2019. She is a Certified Public Accountant withover 10 years of experience in public accounting.

Sarah Dmytryk

Sarah Dmytryk

Director

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.

Kristen Mull

Kristen Mull

Senior Assurance Manager

Kristen joined Cassady Schiller in September 2022, primarily performing assurance services for privately-held companies.

Avleen Marwah

Avleen Marwah

Senior Manager

Avleen is a Certified Public Accountant with over 10 years of experience in public accounting.

Chris Luckhaupt

Chris Luckhaupt

Senior Manager

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.

Justin Morscher

Justin Morscher

Tax Manager

Justin has been a part of the Cassady Schiller team for 7 years, starting as an intern.

Karen Keller

Karen Keller

Senior Manager

Karen’s main focus at Cassady Schiller is accounting and auditing, focusing on small business and employee benefit plans.

Whitney Hurtt

Whitney Hurtt

Senior Manager

Whitney specializes in providing tax services to closely held businesses, their owners, and high net worth individuals.

Tim Watham

Tim Watham

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.

Michelle Grant

Michelle Grant

Senior Manager

Michelle is a Certified Public Accountant with over 20 years of experience in public accounting.

Jen Frost

Jen Frost

Marketing Manager

Jen takes a lead role in the firm's brand development and marketing for community engagement and steady growth.

Jorgan Yeggy

Jorgan Yeggy

Manager

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.

Charlie Halcomb

Charlie Halcomb

Manager

Charlie is well-known for building strong relationships with each client and fostering these relationships through open communication and collaboration.

Nathan Oswald

Nathan Oswald

Principal

Nathan works closely with privately held business owners, and management to help the client and their organizations succeed.

Victoria Ma

Victoria Ma

Tax Manager

Victoria is a Certified Public Accountant with over 5 years of experience in public accounting.

Ethan Jackson

Ethan Jackson

Wealth Advisor

Ethan is in a dynamic role of assisting the senior advisors while also helping in operations.

Mike Hawkins

Mike Hawkins

Principal

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.

Ellyn Strittholt

Ellyn Strittholt

Tax Manager

Ellyn has more than nine years of tax experience specializing in high net worth individuals, family offices, and trusts.

Gail Waham

Gail Waham

Principal

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.