Our Team

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As Co-Founder and CFO of National Wealth Management Group, LLC, Vivienne transforms our firm’s values and convictions into an actionable reality for her clients.  Through her twenty five years of experience running her own tax practice and subsequent advisory practice, Vivienne has learned first-hand what people need in order in a financial advisor.  

Vivienne earned her CPA designation in 1991 and began offering investment advice to her clients in 1995, around the same time she began working alongside Co-founder Gary Mathews.   In 2008, Vivienne and Gary transferred their investment practice to LPL Financial and combined their businesses to create Alpina Financial Consultants, LLC.  The success of their practice along with ambitions to add more value to their clients ultimately gave birth to the idea of LPL Financial’s premier hybrid RIA, National Wealth Management Group.

Vivienne brings more than professional experience and high-mark credentials to the table. Her unique personal accomplishments and rich family legacy are the things of all-American novels. From her storied immigrant parents who found their American dream in the Florida Keys to her sailing adventure around the globe in a boat no larger than a New York apartment, Vivienne has had the fortune of garnering experiences others only read about. Her natural drive for excellence and these unique experiences combine to form a powerful asset to our team of advisors and our clients.

As both a member of the Executive team and a producing advisor, Vivienne ranks among LPL Financial’s best and brightest qualifying for the LPL Financials Chairman’s Club.  She is also an active member of the LPL Political Action Committee and is committed to influencing positive change through political action. In her free time, Vivienne enjoys spending quality time with friends and family, experiencing arts and culture, and gardening.  Vivienne speaks fluent German and often travels to Europe to broaden the understanding of her heritage. 

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With a forward-thinking mind and a robust industry knowledge base, Ben understands the importance of smart money management and its role in our overall wellbeing.  He commits himself to our clients’ success by delivering reliable and dedicated service in areas such as financial planning, asset allocation, risk management, and complex wealth management strategies.  After acquiring his B.S. in Business Administration from Pepperdine University, he started his career as a financial advisor in 2006 with American Express.  His career then took him through the ranks of two banking institutions until he found a home as an independent advisor with LPL Financial.   It was here where he developed the vision of National Wealth Management Group with Gary Mathews and Vivienne Schleu. 

Ben maintains conviction to a strong set of values developed through his upbringing in rural Ohio, which he continues to hone through his roles as a father and trusted advisor to clients. He has a passion for helping busy professional families avoid the many pitfalls of money mismanagement, saving them precious time that can otherwise be invested in more important matters, such as raising our future generation.  This is why he proudly serves his local community as a SmartVestor Pro.  Ben currently resides in West Chester, Ohio with his wife, three sons and the company comfort officer, a Tibetan terrier named Charlie.  His favorite pastimes include exercise, outdoor activities, home improvement projects, reading, and educating his sons on how to do all the above.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of National Wealth Management Group  or LPL Financial.

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Lisa began her career in the financial services industry with Merrill Lynch in 1993 where she garnered experience in a myriad of roles from financial advisor to administrative coach.  She is passionate about people and is a keen problem solver with an eye for detail.  This has propelled her on a successful career path which has today cumulated into her status as Managing Partner with National Wealth Management Group and owner of her independent wealth management practice, Gerardi Wealth Management.  Lisa’s commitment to providing exceptional customer service goes far beyond industry standard and sets her apart amongst the competition.  Her hallmark of unparalleled service has drawn a loyal clientele following, many of which have worked with Lisa since her career began, and represents the embodiment of her passion for others. 

Lisa came to Cincinnati, in pursuit of her career, from Delaware where she grew up.  The lure of family, old friends and a hobby as a wine maker draw her back to the rural part of the state for several weeks every year.  Her rugged, yet refined upbringing instilled a permanent influence promoting the ideals of hard work, attention to the finer details, and the pursuit of American idealism. She currently resides in northern Cincinnati, where she spends her down time spending time with her local family and friends, and raising a German Sheppard named Dozer. 

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Dan Manley has been a financial planner since 2005 and partnered with LPL in 2012, the largest independent broker dealer in the country, as reported by Financial Planning magazine, June 1996-2018, based on total revenue, as well as local accountants and attorneys to assist in estate planning, ensuring all of your financial needs are covered. After more than a decade of financial planning Dan truly knows how to help you work toward your financial goals as efficiently as possible.   

Dan is a Dave Ramsey enthusiast, and in 2014 joined forces with Dave Ramsey as a SmartVestor Pro offering many investment choices to help you eliminate debt. Dan prides himself on helping people pursue financial freedom and work toward accumulating wealth to prepare for the future.

He is an integral part of his community, overseeing the sports ministry at a local church and volunteering as an assistant coach for youth football. Dan has been married to his wife Jamie for thirteen years. Together they have four beautiful children, Elijah, Tate, Jett, and Teagan.

Dan holds a BA in business management from Wilmington College and a MS in economics from Wright State University.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of  National Wealth Management Group or LPL Financial.

As Managing Director of Research and Chief Investment Officer, Burt White is responsible for the strategic direction and continued growth of the LPL Financial Research platform. His role includes setting the vision for superior research capabilities and enabling the delivery of conflict-free, objective investment advice by LPL Financial advisors. He provides day-to-day oversight of the Research team, which focuses on providing financial advisors with unbiased investment research about mutual funds, separate accounts, alternative investments, asset allocation strategies, financial markets, and the economy. He is also regularly sought after to speak to the national media—including CNBC, Fox Business, Bloomberg, and others.

Prior to joining LPL Financial in 2007, Mr. White served as a managing director and director of research for Wachovia Securities for 10 years. Mr. White also was an investment analyst for Mercer Investment Consulting, where he provided investment advice to institutional clients. He started his financial services career on the buy side of the business as a research analyst for Thompson, Siegel, and Walmsley, a value-oriented asset manager.

Mr. White received a bachelor of business administration from the College of William and Mary and is FINRA Series 7, 24, 63, 65, and 87 registered through LPL Financial.