Broker Check



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

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...

Read more

Katherine Petrelli

Financial Planner



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...
Read more

Ben Jones

Financial Advisor



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....

Read more

Claire D. Hart

Senior Financial Advisor



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...

Read more