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Team

Alpina Leadership

Since the founding days of Alpina Financial Consultants, our leadership has embraced an exceptional client experience philosophy with the highest degree of integrity. This simple, yet powerful principle uniquely qualifies us to help our valued clients weather the uncertainty of an increasingly dynamic economic environment.

 

Vivienne K. Schleu, CPA

Managing Partner

561.491.2323

561.909.0212

vivienne.schleu@lpl.com

Vivienne has been a leader in providing financial advice to clients throughout the U.S since 1995 when she became one of the first CPAs licensed in Florida to offer securities advice. She joined the LPL Financial network of independent...
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Gary Mathews, CFS, LPL Financial OSJ

Managing Partner

513.772.2592

513.772.0419

gary.mathews@lpl.com

Gary founded Alpina Financial Consultants in 2000. He has nearly 30 years of experience in financial services and specializes in securities.
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Katherine Petrelli

Financial Planner

386.361.4422

954.604.4455

katherine.petrelli@lpl.com

Katherine has been licensed since 2001, and a valuable member of our team since 2002. She has proven herself to be an important member of our team from the very first day. Her dedication to our clients in helping them with their...
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Ben Jones

Branch Supervisor

513.772.2592

513.772.0419

benjamin.jones@lpl.com

Ben began his career as a financial advisor in 2006 and has garnered experience within both independent financial firms as well as banks. He supports the team as branch supervisor and relationship manager for our clients nationwide....
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