About Us

Not Just A Transaction 

We are DNA Financial Solutions, a woman-led financial services agency specializing in tax preparation,  insurance solutions, and financial planning. We are invested in developing our community and specifically helping our clients build their wealth and financial legacy.  The difference between us and other tax prep agencies is the heart and love we put into every business relationship we foster. We sometimes say we’re more counselors than financial professionals and we’re proud of the number of small business owners we support through ups and downs over the years.

Adrian Trice

Founder of DNA Financial Solutions

a DNA Financial Enterprise Company

-Building Your Legacy Now