Meet Our Team

Reid Schlotterbeck, CPA

Reid Schlotterbeck,CPA

Tax Managing Director

[email protected]

As a seasoned certified public accountant with two decades of experience, Reid’s professional journey has centered around tax services and high-net-worth client management. Specializing in tax planning, compliance and services for individuals, families and businesses, he strives to bring precision and excellence to every client interaction by crafting personalized tax strategies that align with their unique goals.

Prior to joining Fortitude Financial Partners, Reid worked at Barnes Dennig. As a tax director there, he managed the client experience for many privately held businesses and families. He was also a leader in the firm’s high-net-worth tax practice, frequently advising on complex individual, trust and estate planning issues. Earlier in his career, he was a senior tax manager at Truepoint Wealth, assisting with clients’ annual tax compliance and planning needs.

Reid earned a BSB degree in accountancy from Miami University and an MBA with a concentration in finance from Xavier University.

Outside the office, Reid is a devoted father who finds joy in the energy of his kids playing soccer. He also enjoys travel, which satisfies his love of exploration and creating cherished memories.

 

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