As a trusted tax advisor, Tricia takes a proactive approach to tax planning and consulting to help clients achieve their goals.
Charlie joined Cassady Schiller in January 2014. He excels at helping his clients understand and meet complex compliance requirements and prides himself on the high level of service he offers his clients and truly enjoys watching their businesses grow. As a vital member of the audit team at Cassady Schiller, Charlie focuses primarily on financial statement audits, reviews, and compilations and works on employee benefit plan audits. He enjoys working with clients of all sizes and in various industries such as distribution, manufacturing, real estate, and retail.Charlie graduated from Indiana University with a Bachelor of Science in Public Affairs/Economics and from Northern Kentucky University with a Masters of Accountancy. He is a Certified Public Accountant.He is a member of the American Institute of Certified Public Accountants (AICPA), and the Ohio Society of Certified Public Accountants (OSCPA). Charlie also serves as the Treasurer for the Children’s Meeting House Montessori School.