Vivienne Schleu, CPA

As Managing Director, Vivienne works alongside her business partner Ben Jones to continually build and refine NWMG, an Investment Advisor built by advisors, for advisors. She brings ample experience to the table, having provided financial advice and tax guidance to clients throughout the U.S since 1995. Her passion for assisting others in making healthy financial decisions and plans for the future comes from her personal experience assisting her family with complex financial issues following the passing of her father in 1984.

In 2008, she joined LPL Financial and founded her firm, Alpina Financial Consultants. 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. This later blossomed into National Wealth Management Group, LLC, launched by Gary Mathews, Vivienne’s husband, in 2015.

For nearly 28 years, Vivienne has helped guide countless clients with strategies to build and preserve their wealth. As a CPA, 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.”