To increase financial literacy among individuals and offer attainable financial solutions to help build generational wealth through entrepreneurship, business ownership, investing, and informed spending.
Our team at Charmed Financial Solutions has over 25 years of tax, accounting, and financial services expertise. As business owners ourselves, we understand the importance of every business owner maintaining a healthy financial position in both their personal and business lives. We take the time to meet with each client individually to understand their overall goals and to help them achieve the life they want through developing a strong financial roadmap.
CEO / CFO
Chelsey is a licensed CPA and insurance agent with an MBA focused on Executive Leadership. She has over 15 years’ experience working in various fields of finance, tax, and accounting. She has developed a passion for helping small to medium sized business owners with financial, tax, & business strategies and accounting best practices.
Chief Operating Officer
Chaunell is a licensed insurance agent and the Operations Manager of the company. Her medical background led her to understand the importance of insurance as a financial tool and she uses her organizational skills to help manage the day to day operations.
Tax Strategist
Amiria has been helping clients with their tax preparation for over 10 years. She specializes in small business taxes and helps individuals and businesses position themselves to be in the ideal place to leverage their credit and meet their life and financial goals.
Executive Assistant
Kennedy is the main point of contact for the company. She helps to make sure the day to day operations are running effectively and efficiently.