The DBHW Wealth Partners Team

A Team Built for Thoughtful Decision-Making

The strength of DBHW Wealth Partners lies in the collective 70+ years of experience of its team. With deep expertise across wealth management, tax strategy, investments, and planning, our professionals work collaboratively to support informed, consistent decision-making. Our integrated tax and accounting services are offered through Hall Wehring CPAs LLC. Each relationship is guided by shared accountability, continuity, and a long-term perspective.

Find A Team Member

Leadership

Charlene Wehring

Charlene Wehring, CPA®

Investment Advisor Representative | Practicing Partner

Lisa A. Pugel

Lisa A. Pugel, EA

Investment Advisor Representative | Practicing Partner

414-393-0835

Wendi Hall

Wendi Hall, CPA, PFS

Director of Tax & Accounting | Investment Advisor Representative

Wealth Services

Chuck Winn,

Chuck Winn, CFP®

Investment Advisor Representative | Practicing Partner

414-393-0835

Melissa Coppage

Melissa Coppage, CLU^®, ChFC^®, LUTCF

Investment Advisor Representative | Lead Wealth Advisor

414-393-0835

Amy Kaase

Amy Kaase

Investment Advisor Representative | Lead Wealth Advisor

Jared Levy

Jared Levy

Investment Management Consultant

Patrick McGuinnis

Patrick McGuinnis, CFA

Senior Investment Coordinator

414-393-0835

Aliina Klatt

Aliina Klatt

Director of Operations

(414)393-0835

Ashley Iwinski

Ashley Iwinski, MBA

Investment Advisor Representative, Financial Associate Advisor

(414)393-0835

Rosie Weiss

Rosie Weiss

Registered Representative

Gail Fisher

Gail Fisher

Client Services Associate

414-393-0835

Ramona Koeller

Ramona Koeller

Client Services Associate

414-393-0835

Sabina Eghan-Williams

Sabina Eghan-Williams

Client Services Associate

(979)865-5955

Ryan Zimmerman

Ryan Zimmerman

Client Services Associate

Adan Saavedra

Adan Saavedra

Client Services Associate

(414)393-0835

Dashown Wright

Dashown Wright

Investment Assistant

Julianna Bennett

Julianna Bennett

Wealth Admin

(979) 865-5955

Alex Pethan

Alex Pethan

Intern

Maddox Volrath

Maddox Volrath

Intern

Tax & Accounting Services

Mark Pugel

Mark Pugel

Senior Accounting Advisor

414-393-0835

Becky Holl

Becky Holl, EA

Lead Tax Advisor

Kristie Quinton

Kristie Quinton

Senior Tax Advisor

Jason Klatt

Jason Klatt, EA

Tax Advisor/Marketing & Social Media Specialist

414-393-0835

Kim Kellogg

Kim Kellogg

Senior Accountant

McKayla Black

McKayla Black

Staff Accountant

Trevor Millhouse

Trevor Millhouse

Tax & Accounting Admin

414-393-0835

Alejandra Garcia-Ramos

Alejandra Garcia-Ramos

Tax & Accounting Admin

Shane Guerrero

Shane Guerrero

Tax Intern

Operations Staff

Andrea Ostrowski

Andrea Ostrowski

Head of Public Relations/Event Coordinator

414-393-0835

Jamie Jaeckel

Jamie Jaeckel

Office Manager

Mitchell Behm

Mitchell Behm, PHR

Human Resources Generalist

April Wehring

April Wehring

Public Relations/Client Services

Amy Lemke

Amy Lemke

Executive Assistant

Jazmyne Pegues

Jazmyne Pegues

Client Experience Specialist

414-393-0835

Kylie Neumann

Kylie Neumann

Tax & Accounting Admin

How We Work

Learn how our process organizes complexity into coordinated action.

Explore Our Approach

Who We Work With

Explore who we work with and how their needs shape our strategies.

Meet Our Clients

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