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

(954) 623-7611

(844) 846-0098

vkscpa@nwmgadvisors.com

Vivienne has been 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...

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...

Christie Halko

Client Service Manager

954-623-7611 ext 310

Christie@NWMGAdvisors.com

Christie joined our team in August of 2021 with 12 years of experience in Client Service Management at Edward Jones Investments in Cincinnati. Previously, she and her husband Greg of 26 years owned and operated their...

Claire D. Hart

Senior Financial Advisor

954-960-3276

844-846-0098

claire.hart@lpl.com

Claire joined Alpina Financial Consultants, Inc. in November 2018 as a Senior Financial Advisor. Her specialties for more than 22 years in the corporate and individual markets include business, retirement and estate planning strategies...