top of page

Jacquelyn Baltz

CPA, MBA

Tax Manager

Jacquelyn is a CPA with 14 years of experience, including 12 at a Big 4 Firm.

Jacquelyn Baltz

Jacquelyn is a Certified Public Accountant with 14 years of experience in taxation, including 12 at a Big 4 Firm. She joined Cassady Schiller in May 2024.


Jacquelyn has experience with high-net worth individuals, trust, gift, investment partnerships and estate tax matters in the public accounting space.


She graduated from the University of Dayton with a Bachelor's in Business Administration in Accounting, as well as her MBA. She is a member of the Ohio Society of Certified Public Accountants (OSCPA) and American Institute of Certified Public Accountants (AICPA).


Jacquelyn enjoys spending her free time with her three wonderful children and volunteering for local non-profits, including Co-Chair of Coats for Christmas.

bottom of page