Vivienne has been providing financial advice to clients throughout the U.S since 1995. Vivienne's passion for assisting others in making healthy financial decisions and plans for the future comes from her personal experience assisting her family with litigation and financial issues following the passing of her father in 1984, the founder of the family's business. In 2008, she joined LPL Financial and founded her firm, Alpina Financial Consultants, bringing her practice with her. She continued to build a client base from her dedication to understanding clients' specific needs and preparing investment and savings plans that were customized to address those needs. In 2015, she founded her own fiduciary advisory firm together with her husband, Gary Mathews. For nearly 30 years, Vivienne has helped guide countless clients with strategies to build and preserve their wealth. Her financial planning strategy is rooted in a client specific investment philosophy combined with a tax minimization plan, and insurance-protected portfolio of assets. Her focus is helping small business owners and people from all walks of life, protect their income and plan for retirement. Vivienne's philosophy is: A customer is someone you sell something to. A Client is someone you protect.
We believe that wealth should be empowering, and we take great pride in our ability to understand our clients at the deepest level and craft customized concepts for consideration. Our multidisciplinary background lends a valuable perspective to the interconnectivity of the world of taxation, advanced planning, and investments, supporting our clients in working toward their personal goals and financially planning for their biggest dreams.
Katherine Petrelli
Financial Planner
Katherine has been licensed since 2001, a valuable member of our organization since 2002, and has proven herself to be an important member of our firm from the very first day.
In January of 2016, Katherine relocated from Boca Raton and opened a satellite branch in Palm Coast, realizing the opportunity to reach a broader range of clients, and help them create better financial futures.
Her dedication to our clients in helping them with their financial planning and customer service needs has been paramount to the success of our national team.
Always successful at figuring out how to maximize time and efficiency, Katherine earned her master's degree while she was a working mother of three and enjoys spending time with her family when she is not serving our clients.
Claire Hart
Senior Financial Advisor
Claire joined Alpina Financial Consultants, Inc. in November 2018 as a Senior Financial Advisor, and has specialized in the corporate and individual markets for almost 28 years including business, retirement, and estate planning strategies for her clients throughout the United States. She is dedicated to providing professional financial advice in return for a successful business relationship and is responsible for getting to know our clients' specific needs, and find investments designed to help them address their financial objectives.
She began her career at Morgan Stanley Dean Witter in 1996, spending two years at Morgan Stanley Dean Witter, followed by two years at Prudential Securities before branching out on her own in 2001. She is a licensed general securities agent through LPL Financial, investment advisor representative with National Wealth Management Group and a state of Florida life, health, and variable annuity agent. Claire obtained her Bachelors of Science Degree in Information Systems with a minor in Business at Pace University in Pleasantville, New York.
Christie Halko
Client Service Manager
Christie joined Alpina Financial Consultants in August of 2021, bringing 12 years of experience in Client Service Management at Edward Jones Investments in Cincinnati. Prior to that, she and her husband Greg of 28 years owned and operated their own business for 15 years, giving Christine a unique insight into the specific financial needs of business owners.
Her diverse background of knowledge and experience allows Christie to take on a variety of complex tasks and responsibilities within the firm, and she prides herself in providing dedicated quality service to her clients, as well as co-workers.
Christie currently lives in Morrow, Ohio in Northern Cincinnati with her family. She has a 27-year-old daughter, Gabrielle and a 23-year-old son, Tyler. They both are entrepreneurs and own their own business. In their spare time, the family loves to travel and are avid boaters, spending much of their time at Lake Cumberland in Kentucky with family and friends.
General Information |
| Firm Start Year: | 1924 | |
| Insurance License#: | A234276 |
| States Licensed in: | AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, & WV |
| Number of Years with Current Firm: | 16 |
| Work Experience: |
Alpina Financial Consultants 2012 to present - Firm Owner
Comprehensive stock brokerage firm with a team of advisors providing brokerage and advice to over a thousand households. https://www.alpinalpl.com/ National Wealth Management Group LLC 2015 to present - Firm Owner Registered Investment Advisory Firm with eleven advisors providing independent advice to business owners and families with nearly 600 million dollars of assets under management. https://www.nwmgadvisors.com/team-member-01/vivienne-schleu Alpina Tax & Accounting Services 2016 to present - Firm Owner - CPA Tax advisory firm with over 2,500 small business and individual clients supported by twelve employees. https://www.alpinatax.com/ Galleon Bay Corporation 2/10/84 to present - Firm Owner Land development company started in 1966 by my parents in Key West. I took over in 1984 when my father passed away. Currently developing and selling off the last two properties that were settled this year from a 40-year eminent domain lawsuit. 05/29/2008 - PRESENT LPL FINANCIAL LLC (CRD#:6413) 01/16/2007 - 05/30/2008 INVESTMENT ADVISORS INTERNATIONAL, INC. (CRD#:139233) 04/02/2002 - 05/28/2008 WORLD GROUP SECURITIES, INC. (CRD#:114473) 12/14/1995 - 04/12/2002 WMA SECURITIES, INC. (CRD#:32625) 11/03/1995 - 12/08/1995 UNITED SECURITIES ALLIANCE, INC. (CRD#:36487) IBM Intellectual Property Law Clerk 1990-1993Patent Evaluation Assistant ADP Accounting Services 1984-1990 Systems Analyst, District Manager, Dealer Services Installation Supervisor |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | English, German |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning |
Services |
| Investment Types: | Options & Futures, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Email, Our Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity |
Firm Information |
| Advisor's Number of Clients: | 250 |
| Advisor's Number of Managed Clients: | 250 |
| Advisor's Number of Planning Clients: | 125 |
| Assets Managed by Advisor: | $250,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
| Fee % Based on Assets: | 1% - 1.5% |
| Hourly Rate: | $350 |
| Minimum Fee Charged for Managed Accounts: | $1,000 annually |
| Minimum Fee Charged for Hourly Planning Accounts: | $2,500 |
Education |
| BS Accounting - Accounting | Florida Atlantic University, University of Florida - Florida 01/09/1978-12/15/1884 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. (hyperlink FINRA & SIPC) The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, , WV |
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