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, Investment Advisor Representative

Managing Member & Senior Wealth Planner

Wendi Hall

Wendi Hall, CPA, PFS, Investment Advisor Representative

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, CFA

Portfolio Management Analyst II

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 II

Brittany Frank

Brittany Frank

Wealth Management Assistant

Jack  Himmelspach

Jack Himmelspach

Wealth Management Assistant

Dashown Wright

Dashown Wright

Wealth Management Assistant

Abigail Schram

Abigail Schram

Wealth Admin

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

Jason Klatt

Jason Klatt, EA

Tax Advisor/Marketing & Social Media Specialist

Wanda Mingus

Wanda Mingus

Senior Bookkeeper

Mari Griffioen

Mari Griffioen

Senior Bookkeeper

Lorna Sommerfield

Lorna Sommerfield

Tax Professional

McKayla Black

McKayla Black

Staff Accountant

Rebecca Hall

Rebecca Hall

Senior Tax & Accounting Admin

Susan Charles

Susan Charles

Seasonal Tax Preparer

Kess Ryan

Kess Ryan

Tax & Accounting Admin

McKenna  Packer

McKenna Packer

Tax & Accounting Admin

Operations Staff

Andrea Ostrowski

Andrea Ostrowski

Head of Public Relations/Event Coordinator

April Wehring

April Wehring

Public Relations/Client Services

Gail Fisher

Gail Fisher

Human Resources Manager

Lisa Reinke

Lisa Reinke

Executive Administrative Assistant

Kymbra Supak

Kymbra Supak

Client Experience Specialist

Jazmyne Pegues

Jazmyne Pegues

Client Experience Specialist

Briana Orta

Briana Orta

Client Experience Specialist