Broker Check

Meet Your DBHW Family

At DBHW Wealth Partners, our team of financial advisors, investment strategists, insurance specialists, comprehensive business advisors, tax professionals and accounting advisors have decades of combined experience. We work collaboratively to afford you the best possible financial outcomes – integrating our areas of expertise to minimize your tax liabilities and maximize opportunities for success. Our knowledge and confidence run deep.

Leadership

Charlene Wehring

Charlene Wehring, CPA®

Managing Member & Senior Wealth Planner

Lisa A. Pugel

Lisa A. Pugel, EA

Managing Member & Senior Wealth Planner

Wendi Hall

Wendi Hall, CPA

Managing Member & Director of Tax & Accounting

Wealth Services

Chuck Winn

Chuck Winn, CFP®

Senior Wealth Planner

Wade Dillman

Wade Dillman

Investment Strategist

Patrick McGuinnis

Patrick McGuinnis

Portfolio Management Analyst II

Amy Kaase

Amy Kaase

Financial Advisor

Sarah Kaleta

Sarah Kaleta

Wealth Operations Specialist II

Keitha Chovanec

Keitha Chovanec

Wealth Operations Specialist II

Ramona Koeller

Ramona Koeller

Wealth Operations Specialist I

Adan  Saavedra

Adan Saavedra

Wealth Management Assistant

Kendall  Krenek

Kendall Krenek

Wealth Management Assistant

Tax & Accounting Services

Mark Pugel

Mark Pugel

Senior Accounting Advisor

Kristie Quinton

Kristie Quinton

Tax & Accounting Manager

Asta Sobrado

Asta Sobrado, EA

Accountant / Tax Advisor

Wanda Mingus

Wanda Mingus

Senior Bookkeeper

Mari Griffioen

Mari Griffioen

Senior Bookkeeper

Lorna Sommerfield

Lorna Sommerfield

Tax Professional

McKayla Black

McKayla Black

Staff Accountant

Melissa Stuczynski

Melissa Stuczynski

Seasonal Tax Preparer

Susan Charles

Susan Charles

Seasonal Tax Preparer

Operations Staff

Andrea Ostrowski

Andrea Ostrowski

Head of Public Relations/Event Coordinator

Jason Klatt

Jason Klatt, EA

Marketing & Social Media Specialist

April Wehring

April Wehring

Public Relations/Client Services

Lisa Reinke

Lisa Reinke

Executive Administrative Assistant

Kymbra Supak

Kymbra Supak

Client Experience Specialist

Rebecca Hall

Rebecca Hall

Executive Administrative Assistant

Gail Fisher

Gail Fisher

Human Resources Manager

Jazmyne Pegues

Jazmyne Pegues

Client Experience Specialist

Lauren Whitehead

Lauren Whitehead

Client Experience Specialist