Plan Well. Live Well.

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 28 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.

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.

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 26 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 25-year-old daughter, Gabrielle and a 21-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.

Dawn joined Alpina Financial Consultants in December 2024 as a Client Service Manager, bringing more than 15 years of experience in client service management and over 30 years as a licensed Independent Insurance Agent. Her extensive background, including tenure at LPL Financial in West Chester, equips her with the expertise to support clients in achieving their financial goals.
Dawn is committed to fostering strong client relationships and ensuring a seamless experience across all aspects of service. Her dedication and depth of knowledge make her an invaluable resource to both clients and the firm.
Based in West Chester, Ohio, Dawn enjoys spending time with her husband of 34 years, Bill, and their three children—Austin, Ryan, and Madison. When time allows, they love relaxing at beach destinations.

Ronna Lao is a Financial Advisor with more than 15 years of experience in financial advisory services and investment research. She is dedicated to helping clients and their families work toward their financial goals through a thoughtful, personalized approach. By taking a holistic view of financial planning, Ronna provides tailored advice and investment guidance to support clients through every stage of life and each major milestone.
Before becoming a Financial Advisor, Ronna built her expertise in equity research and portfolio strategy at several leading asset management and brokerage firms.
Ronna earned a Bachelor of Science from Tulane University in economics and political science with a focus on international relations and studied at the Sorbonne and Institute Catholique de Paris. She is an Investment Adviser Representative in Florida and holds the FINRA Series 7 and 66 licenses. She is also a 2026 Level III candidate in the Chartered Financial Analyst program and holds Florida Life, Health, and Variable Annuities insurance licenses.
Outside of work, Ronna enjoys playing tennis and traveling.