Chris Wacker brings 27 years of experience in wealth management, specializing in tactical and defensive investment strategies with a holistic, fiduciary perspective. As a wealth management advisor Chris leverages his extensive background, which includes owning income...
Monica Schneck is a Administrative Assistant with Du Charme Wealth Management, operating out of New Berlin, WI.
Ellie brings 15 years of experience in the wealth management industry to her role. She holds a Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University Idaho. Ellie specializes in assisting with supervision of a team of...
James Sayas holds a Bachelor of Science in Agricultural Business Management from UW-Madison and brings 15 years of experience in wealth management to his role. Specializing in tax-efficient retirement planning, James is dedicated to helping families achieve their...
David Grzesk holds an MBA in Management and a Bachelor of Science in Business Administration with a Minor in Accounting. With a focus on helping clients achieve financial confidence and security, David is dedicated to crafting effective life planning and risk-managed...
Lori Gavin is a Executive Assistant with Du Charme Wealth Management, operating out of New Berlin, WI.
Catherine Fadian-Lewandowski supports advisors and clients as an Administrative Assistant, managing client paperwork, responding to inquiries, and helping ensure smooth day-to-day operations. Her attention to detail and strong organizational skills help create a...
Rob is the founder of Du Charme Wealth Management and a highly experienced wealth management advisor with over 20 years in the industry. He earned his Bachelor of Science in Accounting with a Minor in Business Management from Brigham Young University and is an 11-year...
Michael DuCharme is an Accredited Wealth Management AdvisorSM (AWMA®) with a Bachelor of Science in Accounting from Utah State University. Michael has had a diverse career spanning 24.5 years in Oil & Gas as well as service in the Fire Department prior to working with...
With a Bachelor of Science in Finance from Utah Tech University and as an Accredited Wealth Management AdvisorSM and Chartered Market Technician®, Branden brings experience in wealth management, specializing in Real Estate, Tax Planning, and Active Asset Management....
With a Bachelor of Science in Finance from Utah Tech University and certification as a Certified Estate and Trust Specialist, Arrow brings a robust educational background to his role as a wealth management advisor. Specializing in tax planning, strategy, and legacy...
Daniel Bresson is a seasoned wealth management advisor with over 20 years of experience. He holds a Bachelor of Arts in Social Science with a focus on Economics, History, and Political Science, and an MBA with an emphasis in Finance and Banking. Daniel specializes in...
Maxwell Boehm is a dedicated wealth management advisor with a strong educational foundation, having graduated from The University of Wisconsin – Oshkosh in 2018 with degrees in Finance and Marketing, with an emphasis on Business Analytics and Small Business Management...
Carisa Bertrand holds a Bachelor’s Degree from Southern Utah University and is an Accredited Wealth Management AdvisorSM (AWMA®). With eight years of experience in wealth management, she specializes in financial planning for individuals, couples, and small business...
Eric Becker is a seasoned wealth management advisor with over 20 years of experience and a Bachelor of Science in Psychology from Brigham Young University. He is a distinguished 10-year recipient of the Five Star Wealth Manager Award, a testament to his exceptional...