Christie Halko, Katherine Petrelli, Vivienne K. Schleu and Claire Hart
Wealth Management
Talk about squad goals! The leading ladies behind Alpina Financial Consultants, LLC are a force to be reckoned with in the wealth management universe.
Leading the pack is managing partner Vivienne K. Schleu, CPA. Joining her on the management team are financial planner Katherine Petrelli, client service manager Christie Halko and senior financial advisor Claire Hart.
“We’ve really built a great team. They’re wonderful people. I have 100% [trust] in them,” says Schleu.
Petrelli has been working with Schleu the longest, celebrating her 21st anniversary with the firm this past August. Hart, meanwhile, has 27 years of investment experience. Schleu feels she is a major asset to the team, describing her as a “true stock jockey.”
This fierce foursome doesn’t do it all alone. Alpina Financial Consultants has a total of five teams with anywhere from two to five people per team. In total, the company has 15 financial advisors and approximately 14 support staff members spread across their two offices, one in Coconut Creek, Florida and their original office in Cincinnati, Ohio, which is run by Schleu’s business partner Ben Jones.
Schleu credits her late husband Gary Mathews, CFS’ mentorship skills for the continued success of the company they founded together. “He brought us to such a level of success that was beyond my wildest dreams,” she says. “He was truly the engine behind that. He was definitely the motivating force.”
Schleu believes Alpina’s structure sets them apart from other wealth management companies. She also owns Alpina Tax & Accounting Services, LLC and the two staffs work in collaboration. There is a lot of crossover between clients of both firms.
“There are very few teams like us in the United States that do financial planning and work together in a tax practice,” Schleu says. “It’s a pretty special thing. That’s what makes it so powerful.”
The open communication between everyone involved provides a level of transparency clients won’t find elsewhere. When clients enlist Alpina to handle their financial matters, they take a holistic approach, looking at the big picture to provide the best advice for the present and future.
Alpina Financial Consultants, LLC, 4171 W. Hillsboro Blvd., Ste. 4, Coconut Creek, 954-623-7611, AlpinaLPL.com
Securities offered through Charles Schwab and LPL Financial, Member FINRA/SIPC. Investment advice offered through National Wealth Management Group, a registered investment advisor. National Wealth Management Group and Alpina Financial Consultants are separate entities from LPL Financial.
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