Marble Surface

Meet The Staff

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Julianne Charlesworth

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Mary Wherrett

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Meghan Major

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Riley Charlesworth

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Julianne Charlesworth

Facts

Juli Charlesworth has been a CPA since 1992 and started her own firm in Wanatah at that time. Prior to that, she worked in a Michigan City CPA firm and had also been an internal auditor with USX. She has been involved with several family businesses her entire life. Thus, she not only has tax and accounting knowledge, but practical business experience as well. Juli joined Avantax Investment Services℠ in 2005 after obtaining the Series 6 - Investment Company and Variable Contracts Products Representative, FINRA Series 63 - Uniform Securities Agent State Law licenses. In 2006, she added a Life and Health Insurance license to be able to offer clients Life, Long Term Care and Disability Insurance as well as Variable and Fixed Annuities. In February 2018, an opportunity quickly arose to acquire an accounting practice in Valparaiso and so the Porter County adventure began. In 2021, Juli obtained FINRA Series 65.

 

Family

Juli and Ray met while both studying accounting at Purdue University in West Lafayette and were married three years after. Ray manages the family businesses and is chief handyman around the accounting offices. The Charlesworths have two children. Riley’s bio can be read below. Justene is in her fourth year at the University of St. Francis in Joliet.  She graduated in three years majoring in accounting with a finance minor and now is obtaining her MBA. She is on the women’s basketball team and plans to sit for the CPA exam in two years. She interns at a Joliet CPA firm.

 

Fun

Juli’s favorite pastime is watching and enjoying her family’s many activities. She enjoys boating, traveling, jet skiing, bicycling and all things lake Michigan with Ray, the kids and friends. She volunteers at her church, in the greater Wanatah community and at her children’s schools when they attended. She has been a 4-H leader, church council member and coach.

 

Mary Wherrett

Facts

Mary Wherrett received her accounting degree from Manchester College in 1988. She has more than 30 years of experience in payroll and bookkeeping for both public and private accounting and has worked locally her entire career. Mary, a long-time friend of Juli, was employed by the firm that Juli purchased in 2018 and she transitioned with her as they merged the two practices. She looks forward to greeting each of you by phone or at the front desk.

 

Family

Mary and her husband, Tom, were high school sweethearts and have been married for over 30 years. Tom is a RN and has been working in the emergency department at Methodist Hospitals for over 35 years. Together they have three adult children. Tyler has a degree in Energy Technology and works for a local electrical company. Kyle has a degree in Mechanical Engineering Technology and works for a local engineering firm. Dana is attending Indiana University South Bend and will graduate in December with a business degree.

 

Fun

Mary and Tom love going on camping and boating trips with their family and friends. Camping weekends at Indiana state parks usually include all the kids and many friends. Mary also enjoys oil painting landscapes with Bob Ross, crocheting, gardening and spending lots of time in the pool during warm weather. Mary has spent most of her life helping out the local Lions Club and spending time supporting her kids while participating in sports and school activities when they were younger.

 
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Meghan Major

Facts

Meghan Major is on her 5th tax season. After earning her Bachelor’s in the Science of Business from Purdue Northwest, she started preparing taxes while pursuing her Master’s in Accounting, also from PNW. Before preparing taxes, Meghan worked with local businesses in an accounting capacity, banking and as a pastry cook.

Family

Meghan has been married to Michael for more than 12 years. They have two daughters, the oldest pursuing her Master’s and the youngest in elementary school.

Fun

Meghan has been a Girl Scout leader of her daughter’s troop for over six years. As a leader, she has spearheaded a Beach Clean Up at the Dunes for years, where the Scouts have collected over twenty pounds of garbage in just two hours. She has also been a camp counselor for five years. Meghan also served as PTA treasurer at her daughter’s school. She enjoys making and baking cakes and other items for family and friends. As a family, they enjoy playing board games and spending time with their adopted cats.

 

Riley Charlesworth

Facts

Riley Charlesworth’s occupations change by the season. After he graduated from Purdue University with a bachelor’s degree in Agri-Business Management in 2016, he began preparing tax returns at Charlesworth Financial Services. His work with the firm is limited to tax season. During the summer, he can be found at farmers’ markets as an entrepreneur selling sweet corn. In season, How Sweet It Is can be purchased daily at the Valparaiso office as well as at the J-MARt BP in Wanatah. Riley farms during planting and harvest seasons. Throughout the year, he operates Riley Charlesworth Grain Hauling and delivers fuel for his family’s oil distributorship, Triple J-Mar Petroleum.

 

Fun

Riley’s favorite season is hunting season, followed closely by snowmobiling season. He enjoys basketball, the outdoors and tinkering with projects. Riley enjoys visiting with friends, clients, customers and fellow farmers at elevators in the fall and other local establishments during the year.

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