Charlene Wehring is the founder of Wehring Wealth Management, a Certified Public Accountant (CPA), and a financial advisor with HD Vest Investment ServicesSM. Inspired by her father, a hard working business owner, she became a CPA, first working for a major oil and gas pipeline company for several years before opening her own accounting practice. Initially offering accounting, bookkeeping, and income tax services, she expanded to include investment and financial services. Today, she has more than 33 years of experience in tax and accounting and more than 18 years of experience in the financial services industry.
Charlene holds securities licenses 7 and 63, as well as life, accident, health, and HMO insurance licenses. She received her Bachelor of Business Administration in Accounting from the University of Houston and holds the Certified Public Accountant license. As a premier advisor with HD Vest, she has been one of their top 75 performing advisors across the nation for the past six years. She has received the Texas Monthly 5 Star Wealth Manager Award for 2010, 2011, 2012, 2014, 2015 and 2016. She is also a member of F.E.A.T (First Elite Accountability Team), which is a select group of successful financial advisors with HD Vest).
A lifelong community member of Bellville, Charlene enjoys living and working in her Texas hometown. She is a member of the Austin County Aggie Mom’s Club, a member of the Houston Chapter of the Texas Society of CPAs, the Houston Financial Planning Association, and the American Institute of CPAs. She enjoys saltwater fishing, watching sports (especially the Dallas Cowboys), and spending time with her husband, Kenny, and their four children and six grandchildren.