About

Meet the Team

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

The DB Tax Family

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

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.

DB Tax & Wealth
Lisa A. Pugel, EA
Lisa A. Pugel, EA
CEO of DB Tax & Wealth, Investment Advisor Representative
Driven. Hard-Working. Generous. Family Oriented. Convinced she never sleeps, only takes naps. Full of knowledge and wildly competitive. Be ready to lose if you’re playing against her.
Gail Fisher
Gail Fisher
Client Services Manager
Witty. Caring. Professional. Loves to work out. (Not really, but she does anyway). Her 3 keys to a happy life? Good shoes, Stitch Fix, and finding time to relax.
Mark Pugel
Mark Pugel
President of DB Tax & Wealth, Accounting Director
Capable. Honest (Sometimes Brutally). Headstrong. Baseball Fanatic. Loves stats. Traveler and Geography buff. Foodie who will try anything once, especially if it’s spicy.
Angela Hernandez, EA
Angela Hernandez, EA
Tax & Accounting Manager
Hard worker. Go-getter. Athletic. Lover of the outdoors. Enjoys playing and watching sports, especially when her kids are involved. Big fan of live music.
Aliina Klatt
Aliina Klatt
Associate
Determined. Competitive. Logical. Fast talker. World traveler. Expert volleyball player & coach. Make-Up addict.
Rebecca Campos
Rebecca Campos
Tax Professional
Thoughtful. Warm. Spiritual. Christian Mother who is dedicated to volunteering at her church. Loves to keep busy with the children and grandchildren.
Chuck Winn, CFP®
Chuck Winn, CFP®
Senior Wealth Planner
Adventurous. Cordial. Easygoing. Lover of nature. Daredevil on his dirt bike, the slopes, and the water. Fun-loving Dad of Mark and Joelle.
Lisa Reinke
Lisa Reinke
Personal Assistant
Dependable. Organized. Friendly. Cheers on her 3 children during their sporting events. Takes care of everything and everyone. Always count on Reinke.
Maria Taylor
Maria Taylor
Tax Professional
Happy. Outgoing. Optimistic. Treasures spending time with her children and grandchildren. Working on becoming fluent in American Sign Language.
Milena Wood, EA
Milena Wood, EA
Tax Professional
Trustworthy. Caring. Compassionate. Loves to travel with family. Flight attendant who also prepares taxes. Dedicated to making a difference in this world.
Andrea Ostrowski
Andrea Ostrowski
Head of Marketing & Public Relations
Creative. Detail-oriented. Social. Ultimate party planner. Jello & Pudding Shot Queen. Loyal supporter of Packers, Badgers, Brewers, Bucks.
Ramona Koeller
Ramona Koeller
Receptionist
Friendly. Approachable. Considerate. Wisconsin sports supporter. Active. Loves to jog, ride her bike, and do Yoga with her Mom. Namaste.
Matt Burke
Matt Burke
Operations Specialist
Compassionate. Outgoing. Social. Loves Traveling, Golfing and Collecting Records.
DISCLOSURE

Check the background of your financial professional on FINRA's BrokerCheck. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

3200 Olympus Blvd., Suite 100
Dallas, TX 75019,
972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives.

Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.

This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with DB Tax & Wealth.

Whether you're facing retirement or looking to better understand investments, we can help you with money questions.

Hours

Sun.
Closed
Mon.
8am-4pm
Tues.
8am-4pm
Wed.
8am-4pm
Thurs.
8am-4pm
Fri.
8am-4pm
Sat.
Closed

Want to Know More?

We'll reach out via email to set up a call.
DB Tax & Wealth
©2020 DB Tax & Wealth. All Rights Reserved.

Account Access

Contact Us