Meet Our Team

Play Video
At Du Charme Wealth Management, our team is at the heart of everything we do. With dedicated advisors located in Wisconsin and Utah, along with a highly responsive operations team, we are uniquely positioned to serve our clients across the country, both in-office and virtually.

Wealth Management Advisors

Our advisors bring a wealth of expertise and a deep commitment to building lasting relationships. Together we are vastly knowledgeable in the nuances of wealth management, financial and retirement planning, in addition to investment strategies. We are not just advisors; we are your partners in working towards your financial future.

Robert V. Du Charme, CPA/PFS

Wealth Management Advisor & Founder

Linkedin Facebook
Read Bio

Eric Becker

Wealth Management Advisor

Linkedin Facebook
Read Bio

Branden DuCharme, AWMA®

Accredited Wealth Management Advisor

Linkedin Facebook
Read Bio

Carisa Bertrand, AWMA®

Accredited Wealth Management Advisor

Linkedin Facebook
Read Bio

Maxwell Boehm

Wealth Management Advisor

Linkedin Facebook
Read Bio

Daniel Bresson, MBA

Wealth Management Advisor

Linkedin Facebook
Read Bio

Arrow Corpus, CES

Wealth Management Advisor

Facebook
Read Bio

Michael DuCharme, AWMA®

Accredited Wealth Management Advisor

Linkedin Facebook
Read Bio

David Grzesk

Wealth Management Advisor

Linkedin Facebook
Read Bio

James Sayas

Wealth Management Advisor

Linkedin Facebook
Read Bio

Chris Wacker

Wealth Management Advisor

Linkedin Facebook
Read Bio

Operations Team

Known for their professionalism and dedication to client satisfaction, our operations team is a valuable asset to the client experience. They help facilitate a client experience that is as smooth and efficient as possible.

Ellie Schneck

Director of Operations

Linkedin Facebook
Read Bio

Lori Gavin

Executive Assistant

Facebook

Catherine Fadian-Lewandowski

Administrative Assistant

Linkedin Facebook

Monica Schneck

Administrative Assistant

Facebook

A Partnership for Your Financial Journey

Together, we strive to deliver an unparalleled level of service, ensuring that every client receives the attention and expertise necessary to navigate their financial journey, working towards their definition of success.
Contact Us

Follow Us:

Facebook Linkedin Youtube Instagram
Podcast

YouTube

Spotify

Apple Podcasts

Client Links

eMoney

RightCapital

Charles Schwab

Customer Relationship Summary

New Berlin, WI
St. George, UT

Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

© 2015-2024 Du Charme Wealth Management. All Rights Reserved.

SEC IAPD

PRIVACY POLICY

Website by Polarity Design Co.

Robert V. Du Charme, CPA/PFS

Wealth Management Advisor & Founder

Linkedin Facebook

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 recipient of the Five Star Wealth Management Award. His career spans roles in public accounting and as the CFO for a local manufacturing company.

Driven by a passion to help clients succeed at every stage of life, Rob provides comprehensive financial solutions tailored to individual needs. His entrepreneurial mindset is shaped by hands-on experiences from his family’s farming and real estate businesses, which contribute to his unique approach to wealth management.

A New Berlin native, he lives there with his wife, Heidi, of over 35 years. They have four children and eight grandchildren. Robert enjoys playing with his grandkids, riding his Harley, visiting St. George, UT, and staying active through gym workouts and yard work. He is very active in his community which includes serving as a board member of the New Berlin Chamber of Commerce, being a member of AICPA, WICPA, and faith-based community service.

Eric Becker

Wealth Management Advisor

Linkedin Facebook

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 service and skills.

Specializing in holistic planning, wealth management solutions and retirement planning, Eric is dedicated to helping clients achieve their financial goals through personalized and effective strategies. His passion for empowering individuals and businesses to enhance their financial success drives his commitment for comprehensive financial planning.

A Wisconsin native, Eric resides in Elkhorn with his wife, Erin, of over 20 years, and their four sons. Outside of work, he enjoys music, including attending concerts, as well as outdoor activities and backpacking. Eric is actively involved in his community through the New Berlin Chamber of Commerce and faith-based service, reflecting his dedication to both professional excellence and community engagement.

Branden DuCharme, AWMA®

Accredited Wealth Management Advisor

Linkedin Facebook

With a Bachelor of Science in Finance from Utah Tech University and as an Accredited Wealth Management AdvisorSM (AWMA®), Branden brings experience in wealth management, specializing in Real Estate, Tax Planning, and Active Asset Management. Branden is passionate about helping clients achieve their definition of success by applying technical skill and insight.

Notably, Branden leads the Du Charme Wealth Management Podcast and hosts the NAAIM Confidential podcast for the National Association of Active Investment Managers. Residing in Washington, Utah, with his wife and two small children, Branden enjoys playing strategy-based games, golfing, and conducting financial research.

An active member of the National Association of Active Investment Managers, Branden is dedicated to providing exceptional wealth management services.

Schedule Appointment

Carisa Bertrand, AWMA®

Accredited Wealth Management Advisor

Linkedin Facebook

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 owners. Carisa is passionate about educating and empowering her clients to improve their financial well-being. Each plan she creates is tailored to the unique needs of her clients, often incorporating strategies for investments, taxes, income planning, Social Security optimization, education funding, and estate and legacy planning.

Carisa resides in St. George with her husband and their corgi. In her free time, she enjoys traveling, camping, and spending time with family. She is an active member of the St. George Chamber of Commerce, Young Professionals, and BNI.

Schedule Appointment

Maxwell Boehm

Wealth Management Advisor

Linkedin Facebook

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 & Entrepreneurship.

Maxwell specializes in helping individuals, families, and small closely-held businesses, with particular expertise in managing qualified retirement plans. His holistic approach to financial planning ensures that clients are well-organized and empowered to take control of their financial futures, reducing stress and allowing them to concentrate on their personal, professional, and health goals.

Originally from New Berlin, WI, Maxwell recently purchased a home in Sullivan, WI, with his twin brother. Growing up in a family business, he developed a keen understanding of the challenges faced by small business owners, which drives his commitment to supporting their success.

In his personal time, Maxwell enjoys car restoration, fishing, lawn mowing, following the Milwaukee Bucks, and tackling puzzles.

Daniel Bresson, MBA

Wealth Management Advisor

Linkedin Facebook

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 working with baby boomers, particularly those nearing or in retirement, offering personalized and hands-on financial guidance tailored to each client’s unique situation. His deep commitment to family values and his background as a CFO and HR director at a not-for-profit organization enable him to relate well to both executive and staff-level clients.

A Wisconsin native, Daniel grew up in a family business, gaining an appreciation for small businesses and their owners. He and his wife, Joy, have been married for over 40 years, raising five children and enjoying time with their numerous grandchildren. Outside of work, Daniel is an avid sports fan, especially of baseball, basketball, and football, and enjoys outdoor activities like hiking, golfing, and grilling year-round.

Arrow Corpus, CES

Wealth Management Advisor

Facebook
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 planning, Arrow is dedicated to helping clients achieve financial clarity and security. His passion lies in providing clients with confidence and peace of mind about their future. Based in St. George, UT, Arrow enjoys life with his wife, Elizabeth, and their beloved English bulldog, Benny.

Michael DuCharme, AWMA®

Accredited Wealth Management Advisor

Linkedin Facebook

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 private wealth clients.

Specializing in promoting financial literacy, insurance needs analysis, retirement planning, and wealth accumulation and preservation, Michael is dedicated to helping clients achieve their financial goals through education and strategic planning.

Residing in Riverton, UT, with his wife, Michael enjoys exploring the scenic mountain areas of the western United States on his Harley. He is actively involved in his community as a board member and ambassador for various chambers of commerce, and as a participant in organizations such as BNI Fire and the Patriot Guard Riders (PGR). His commitment to service extends beyond his professional life into his community and faith-based activities.

Schedule Appointment

David Grzesk

Wealth Management Advisor

Linkedin Facebook

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 financial solutions. He believes in creating financial plans that enable clients to enjoy the present and cherish time with family and friends.

Residing in New Berlin, David is a dedicated father of two boys, who keep him busy as their enthusiastic fan and unpaid chauffeur for basketball practices and games. Though he no longer plays basketball himself, he remains passionate about sports, especially enjoying watching his sons compete year-round.

Active in his community, David is a member of the New Berlin Chamber of Commerce, reflecting his commitment to local engagement and support. His approach to wealth management is deeply rooted in his desire to help others live fulfilling and financially secure lives.

Schedule Appointment

James Sayas

Wealth Management Advisor

Linkedin Facebook

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 financial goals and navigate the path to financial freedom. His passion lies in empowering clients to secure their futures with confidence.

Residing in Elm Grove with his wife Kristina and their son, James enjoys a range of personal interests including golfing, reading, and trap shooting. Actively involved in his community, he is a member of the UW Alumni Association and participates in the Elm Grove Citizen Police Academy.

Chris Wacker

Wealth Management Advisor

Linkedin Facebook

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 real estate since age 19 and purchasing a grocery store at 23, to relate closely to both business owners and employees.

Chris is deeply passionate about guiding clients through complex financial decisions, ensuring they fully understand the pros and cons of their choices. His dedication to helping others is matched by his active role in various professional networking groups as a founding member.

Residing in the Bay View community along Lake Michigan, Chris enjoys a rich family life with two adult children, four stepchildren, and ten grandchildren. Outside of work, he finds joy in motorcycle rides on Wisconsin’s scenic back roads and escaping to warmer climates during the colder months.

Ellie Schneck

Director of Operations

Linkedin Facebook

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 advisors and staff, overseeing human resources, and managing marketing, content creation, and compliance. Her extensive background equips her with a well-rounded skill set that enhances the efficiency and effectiveness of our operations.

A New Berlin native, Ellie lives on her grandparents’ homestead with her husband, Eric, and their two sons. She is passionate about being a mom, homesteading, and supporting both her own and others’ physical well-being. Her commitment to improving operational excellence and her dedication to holistic health reflect her drive to foster a thriving and balanced work environment.