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(979) 865-5959

Wehring Wealth Management

Team

At Wehring Wealth Management, we believe our core strength is our team of professionals who have more than 100 years of combined experience.

Over the years, we have found that a team approach can be an effective way to help clients with a wide variety of needs as they maneuver through a complex financial services world. Working together, we guide our clients through the process and continually monitor their progress using our vast knowledge and extensive experience in our respective fields.

Meet our team, based in Bellville, Texas:

 

Charlene E. Wehring, CPA

Wealth Management Consultant

(979) 865-5959

(979) 865-5955

Charlene Wehring is the founder of Wehring Wealth Management, a Certified Public Accountant (CPA), and a financial advisor with HD Vest Investment Services.

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Amy Kaase

Client Services Manager

(979) 865-5959

(979) 865-5955

Amy Kaase is the Client Services Manager at Wehring Wealth Management. A member of the team since 2009, she handles all of the firm’s operations.

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Becky Kaase

Business Services Manager

(979) 865-5959

(979) 865-5955

Becky Kaase is the Business Services Manager with Wehring Wealth Management. A member of the team since 1990, she is responsible for prioritizing and assigning tasks to the team members and ensuring all tasks are completed.

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Kristie Quinton

Senior Tax Advisor

(979) 865-5959

(979) 865-5955

Kristie is the Senior Tax Advisor with Wehring Wealth Management, preparing and reviewing tax returns and answering any tax questions the clients may have.

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Lorna Sommerfield is the Office Manager at Wehring Wealth Management. She puts her talents to good use in the daily management of the office, including accounts payable, bookkeeping, and client relations.

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Wanda Mingus

Business Services Specialist

(979) 865-5959

(979) 865-5955

Wanda Mingus is the Business Services Specialist with Wehring Wealth Management. She joined the team in 2007 and assists clients with their monthly, quarterly and annual bookkeeping and specializes in QuickBooks.

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Darlene Pfeffer

Administrative Assistant

(979) 865-5959

(979) 865-5955

Darlene Pfeffer is the Tax Assistant with Wehring Wealth Management. Since 2009, she has joined the firm each year during tax season and is a critical part of the process with her organizational skills.

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Marla Kulow

Tax Return Processor

(979) 865-5959

(979) 865-5955

Marla Kulow is the Tax Return Processor with Wehring Wealth Management, assisting the team during the busy tax season.

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Beth Handly

Administrative Assistant

(979) 865-5959

(979) 865-5955

Beth Handly is the Administrative Assistant with Wehring Wealth Management. She helps keep the office in tip-top shape, answering phones, assisting with client intake, and entering tax projects.

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Brandi is a Senior Tax Advisor with Wehring Wealth Management. She is the newest member of the team, joining us in August 2015. Brandi brings 25 years of IRS experience to the firm, where she served as a Senior Revenue Agent. Brandi is...

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Leah Cessna is a Certified Public Accountant and is a consultant for Wehring Wealth Management. She began her career in tax in 1988 with Ernst & Young in Houston, Texas. She specializes in all types of businesses--whether sole...

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