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About Us

At Alpina Financial Consultants, our mission is simple: to deliver personalized, transparent, and independent wealth management strategies while providing an exceptional client experience.

Holistic Wealth Management Tailored to You

We specialize in aligning your financial resources with your most meaningful goals. With over 30 years of combined experience, our multidisciplinary team of financial advisors integrates investment management, advanced planning, and tax strategy to create tailored strategies for high-net-worth individuals, families, and institutions.

financial advisors integrates investment management,
advanced planning, and tax strategy to create tailored
strategies for high-net-worth individuals, families,
and institutions.

Who We Serve

We proudly provide independent financial consulting and wealth management to:

  • Successful families
  • Corporate executives
  • Business owners
  • Institutional clients

Our Comprehensive Services

Alpina Financial Consultants offers a wide range of wealth management and financial planning services, including:

  • Comprehensive Financial Planning
  • Tax-Sensitive Portfolio Management
  • Windfall and Liquidity Event
  • Planning
  • Single Stock Risk Management
  • Executive Compensation Strategies

 

Individuals

Your peak earning years are the ideal time to establish smart financial habits that can help build long-term wealth. At Alpina Financial Consultants, we help you create a solid financial foundation through strategic planning and personalized guidance.

Whether you’re just starting your investment journey, advancing in your career, or preparing for retirement, our experienced advisors will work with you to design a custom financial plan tailored to your goals. Our approach focuses on:

  • Budgeting and cash flow management
  • Tax-efficient savings strategies
  • Investment planning and asset allocation
  • Retirement planning and income forecasting

With a comprehensive, long-term strategy in place, you’ll be better positioned to manage your money wisely and build lasting financial confidence.

Families

As a parent, you’re not only focused on your own financial future—you’re also investing in your child’s success. With the rising cost of higher education, starting a college savings plan early is essential to staying ahead and giving your child the opportunities they deserve.

At Alpina Financial Consultants, we help families create customized education funding strategies that align with their overall financial goals. Whether you’re exploring a 529 college savings plan, researching financial aid and grants, or looking to balance education planning with retirement savings, we provide professional guidance every step of the way.

Our college planning services include:

  • 529 Plan selection and management
  • Financial aid strategy and grant research
  • Education investment portfolio design
  • Risk-aligned, goal-based financial planning

Retirees

You’ve spent your career building wealth—now it’s time to enjoy it. But shifting from a steady paycheck to relying on your retirement savings can feel uncertain without a clear plan.

At Alpina Financial Consultants, we help you prepare for a smooth transition by creating a personalized strategy that supports both wealth accumulation during your working years and income distribution in retirement. Our goal is to give you confidence and clarity as you enter this next chapter.

Business Owners

Running a business demands your full attention—from managing teams to growing client relationships. But without a strong financial strategy, long-term growth and business continuity can be at risk.

At Alpina Financial Consultants, we help business owners build a solid financial foundation that supports key employees, safeguards against unexpected loss, and plans for the future. When it’s time to step away, we’ll guide you through a business succession and exit strategy designed to help preserve your legacy and support your next chapter.

Our Team

Vivienne K. Schleu

Managing Director

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.

Vivienne K. Schleu

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.

Katherine Petrelli

Christie Halko

Head of Operations

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.

Christie Halko

Dawn Spiker

Client Relationship Manager

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.

Dawn Spiker

Ronna Lao

Investment Advisor

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.

Ronna Lao

Vivienne K. Schleu

Managing Director

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.

Vivienne K. Schleu

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.

Katherine Petrelli

Christie Halko

Head of Operations

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.

Christie Halko

Dawn Spiker

Client Relationship Manager

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.

Dawn Spiker

Ronna Lao

Investment Advisor

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.

Ronna Lao

FOUNDER’S LEGACY

Gary Mathews (1961–2020) was a visionary leader, mentor, and financial strategist who co-founded National Wealth Management Group (NWMG) in 2015 and served as its CEO until 2021. With over 35 years in financial services, Gary dedicated his life to helping others pursue financial clarity and lasting success.
His career began in 1986 with First American National Securities, specializing in portfolio management and financial coaching. He later held leadership roles at World Financial Group, mentoring advisors and shaping client-centric strategies that continue to guide our firm today.
In 2008, Gary, FOUNDED HIS OWN FIRM WITH HIS WIFE VIVIENNE SCHLEU, CPA, seeking greater autonomy to better serve clients. That vision became National Wealth Management Group, NWMG, an independent SEC Registered Investment Advisor, built on efficiency, integrity, and client empowerment.
Gary was known for his sharp mind, kind heart, and belief in the power of planning with purpose. His legacy lives on through the culture and values of NWMG. We remain committed to his mission: helping people discover meaning in both money and life.