Vivienne Schleu CPA®
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 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 Director'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.
*Based on annual production