LP

Lisa Pugel

CEO

DB Tax & Wealth

South Milwaukee, Wisconsin


Contact Information

Email
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LinkedIn

Company Information

Company
DB Tax & Wealth
Industry
financial services
Employees
34.0
Seniority
C suite

Professional Summary

Lisa Pugel serves as CEO at DB Tax & Wealth. DB Tax & Wealth operates in the financial services sector with approximately 34.0 employees. The company is headquartered in South Milwaukee, Wisconsin.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 753 executive contacts are available in Wisconsin.
  • Our database includes 201,469 c suite-level executives.

Keywords

tax preparation financial planning small business accounting estate planning education planning investment planning insurance planning cash flow management retirement planning tax planning corporate tax preparation partnership tax preparation law practice legal services

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Outreach Guidance — financial services Sector

Financial services executives like Lisa Pugel prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Lisa Pugel's Position in the MessageCEO Database

  • Lisa Pugel is 1 of 1 verified executive contact we track at DB Tax & Wealth.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 715 verified executive contacts in Wisconsin are in the database.
  • 110 verified contacts work at financial services companies in the 34.0 employee range (same size as DB Tax & Wealth).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.

Frequently Asked Questions

How do I reach Lisa Pugel directly?

Lisa Pugel's verified email address is available to MessageCEO Pro subscribers. They currently serve as CEO at DB Tax & Wealth. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Lisa Pugel work for?

Lisa Pugel is CEO at DB Tax & Wealth, a company in the financial services sector with 34.0 employees. The company is based in South Milwaukee, Wisconsin.

Can I pitch or sell to Lisa Pugel?

As CEO at DB Tax & Wealth, Lisa Pugel is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Lisa Pugel directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Lisa Pugel in?

Lisa Pugel works in the financial services industry as CEO at DB Tax & Wealth. MessageCEO provides verified contact information for executives across all major industries.

Is Lisa Pugel's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Lisa Pugel's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: July 22, 2026

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