Broker Check


We believe our team oriented approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough?
  • What’s the best approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Lisa Pugel through her affiliation with Avantax


Lisa A. Pugel EA, IAR



Began her employment with D.B. Tax & Financial Services, Inc. as a Business Partners Program student in 1989. After completing her work study and education, she became a staff preparer at the firm, and then President of the corporation...

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Gail Fisher

Client Services Manager


Gail is a graduate of Milwaukee Area Technical College- Associates in Applied Science- Criminal Justice graduating with honors/GPA 4.0. She currently is obtaining her Bachelors degree at Lakeland College maintaining a GPA of 3.875 thus...

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Mark Pugel


Mark graduated from St. Mary’s University in Winona, MN in 1996 with a Bachelor’s degree in Accounting, and is also proud to be a graduate of Marquette University High School here in Milwaukee. Mark also played baseball thru his junior...
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Angela Weber

EA, Tax & Accounting Professional


Angela is an Enrolled Agent (EA), who has been assisting clients in public accounting for over 20 years. She earned a Bachelor’s Degree in Economics from the University of Wisconsin-Milwaukee in 1998 and obtained her EA status in...

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Aliina Klatt



Graduate of Bradley University, Peoria, IL, double major Business Finance and Economics and minor in Psychology and Law.  Aliina has worked with the firm since 2009 providing assistance with receptionist duties, appointment management, and.

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Rebecca Campos


Rebecca is a graduate of Holy Trinity Grade School and a graduate of St. Mary’s Academy Major-History Minor-Business. She completed her tax preparation studies at H & R Block (2001). She also completed a course in Corporate Taxation at...
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Chuck Winn

Financial Advisor


Chuck Winn is a Certified Financial Planner with DB Tax and Financial Services. With over 20 years of investment experience, he is ready to discuss your financial situation. As a planner, he provides financial advice to individuals...

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Lisa Reinke

Personal Assistant



Lisa began her career immediately after graduating from Pulaski High school at Northwestern Mutual where she worked for over 10 years dividing her time between working in the Audit department and Sales Reporting and Honors department....
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Maria Taylor


Maria’s education begins with an Associates Degree in Applied Science and Medical Administration. She also completed the H&R Block Tax Course in 1989. Currently she is working on her degree in American Sign Language. Maria was both an...
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Milena Wood, EA


Milena graduated from UW-Milwaukee in 1982 with a Bachelors degree in Accounting. Her education and background gained her the opportunity to work as a Financial Analyst for Compcare Health Service soon after graduation. Later, in 1998,...
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Linda Schloer

Financial Services Assistant

Graduate of Carthage College, Kenosha, WI, double major in Accounting and Business Admnistration (May 2008). Linda then graduated from Keller Graduate School of Management in December 2012 with an MBA in Accounting and Financial...

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Andrea Ostrowski

Client & Community Relations