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Whats Your Risk Number?

Give Us A Call: (866) 203-7486

What's Your Risk Number?

A Lifelong Relationship
Rooted in Performance & Trust
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As advisors held to the fiduciary standard of care, we are not beholden to any outside corporation or entity. We are free to pick and choose among the investments, companies, and solutions that best fit your needs to help you achieve your idea of a dream retirement lifestyle.
The Advisors
SAM DUELL
Sam Duell Advisor Duell Strategies
Sam Duell
Sam Duell
FOUNDER
As the lead investment advisor at Duell Financial Strategies, Sam Duell founded his firm with the belief that every client deserves a customized financial plan where purpose determines placement. After getting into the financial services industry back in 2000, he saw how the investment advice for a 22-year-old was the same as the advice for a 65-year-old, with the same pie charts and choices that did nothing to give a personalized strategy designed to take care of the individual.

Today, Sam sees to it that every client of the firm is guided through a Retirement Lifestyle Review. This unique process combines the best of modern technology, proprietary software, and customized financial reports with the old-fashioned values of personalized attention and service. Sam is licensed to offer both securities and life insurance solutions and strives every day to provide the ultimate client experience he believes you deserve. As a supporter of the Doberman Rescue Alliance of Wisconsin, Sam also works alongside man’s best friend, and visitors to the office may encounter one or more “Dobies” hanging out, ready to offer their company.
ANDREA "ANDI" SCHOOLER DUELL
Andrea Andi Schooler Duell Co-owner Advisor Duell Strategies
Andrea “Andi” Schooler-Duell
Andrea “Andi” Schooler-Duell
Andrea “Andi” Schooler-Duell
CO-OWNER AND INVESTMENT ADVISER REPRESENTATIVE
As an investment advisor held to the fiduciary standard of care, Andi got into the financial services industry in 1998 to help people feel more confident about their future. After her first job at a major financial firm in California revealed to her the frustrations of limited access, Andi decided early in her career to align herself with an independent agency.

Today, serving in her capacity as co-owner of Duell Financial Strategies, she designs holistic financial plans where purpose determines placement. She co-hosts a Saturday morning radio show, “Your Retirement,” and a Sunday show, “Retirement Lifestyle Radio” with Sam Duell to help people get the answers to their questions. As a female in what has been a traditionally male-dominated industry, she especially encourages other women to come out of the shadows and get their concerns addressed. Licensed to offer both securities and life insurance, Andi offers virtually unlimited access to products and solutions that provide both safety and return. She prides herself on her ability to connect authentically with people and takes great pleasure in seeing her clients out doing what they love.

A California girl born and raised, Andi earned an associate degree in language arts and a Bachelor of Arts in Latin American studies. She became a full-time resident of Wisconsin in 2012 and is a big supporter of the Doberman Rescue Alliance, dedicated to the rescue and care of Doberman Pinschers in need. When not serving in her capacity as co-owner at Duell Strategies, she can be found on her 21-acre hobby farm with her three dogs, two cats, and three horses, all of them rescue animals.
LUKE VANABEL
Luke VanAbel
Luke VanAbel
ADVISOR
After traveling the world and serving in the U.S. Navy as a hospital corpsman and respiratory therapy manager, Luke VanAbel returned to his interest in finance to serve residents of Northeast Wisconsin. As an investment advisor held to the fiduciary standard of care, Luke specializes in guiding retirees and pre-retirees as they negotiate the shift that occurs when going from growth and accumulation to income and preservation. He addresses concerns about Social Security, taxes, estate planning, and overall financial health while never forgetting the deeper issues at hand, namely the lifestyle his clients want to live. The foundation of his process is the belief that purpose determines placement.

A graduate from the University of Wisconsin-Oshkosh, Luke holds a bachelor’s degree in finance and an associate degree from Thomas Edison State College in applied science. He received two Navy and Marine Corps Achievement Medals and has been married to his wife, Michelle, since 2005. In January of 2012, Luke and his wife began opening their home to the children of the community that are temporarily without family in the foster care system. Luke and Michelle also have two daughters, Joy and Sariah.
LAKE LA CHAPELLE

Lake La Chapelle

Lake La Chapelle
ADVISOR
Lake knew from a young age that he wanted to help others achieve financial peace. After graduating from St. Norbert College with a Bachelor’s degree in Economics, he began guiding our clients through the Medicare process by assessing each individual’s health, financial standing, and long-term needs. He then stepped into our business operations role to directly assist our clients. This makes Lake an extremely well-rounded member of our team and an asset to the people he serves as an Advisor.

Outside our office Lake is an avid runner, golfer, and one of the biggest Wisconsin sports fans you will meet. He also loves to hunt on the family farm in the Upper Peninsula of Michigan. When you see Lake in our office or speak with him over the phone, you are met with a smile or a warm voice eager to help and creates a comfortable space for you to discuss your retirement plan.
The Team
TRACY RESCH
Tracy Resch
CLIENT SERVICES COORDINATOR
Tracy is also responsible for providing customer service to our clients with annuities and life insurance policies. She is happy to assist with a variety of duties including support to other team members.
When Tracy is not in the office, she enjoys a wide variety of things including spending time with family and friends.
RICK LLAMAS
Rick Llamas
DIRECTOR OF PUBLIC RELATIONS
Rick was born and raised in Southern California and is responsible for the overall client experience. He handles everything from client communications and planning of client events to data analysis and business planning practices. When he is not at work, Rick enjoys spending quality time with his son Dominic.
REBECCA HEILMAN
Rebecca Heilman
CLIENT SERVICES COORDINATOR
Becca is dedicated to delivering outstanding customer service to our clients and assisting our advisors related to assets under management. Processing new applications, managing various transactions, and ensuring that these transactions are handled efficiently and accurately.

Becca loves her dog Hank and enjoys spending time with family on Shawano Lake during the summer time.
KAREN REDDING
Karen Redding
DIRECTOR OF FIRST IMPRESSIONS
Upon arriving at our office, you will be greeted by Karen who will serve you a beverage and seat you in one of our conference rooms. She will also assist you in scheduling any appointments with your financial advisor. Karen’s previous work experience has been as an Executive Administrative Assistant and also as a Staff Accountant. Outside of work, she enjoys spending time with her husband discovering various bicycle trails.
GRACE
Grace
She was rescue puppy from Texas, which is a high kill state, found wandering in a field. Sam & Andi adopted her from an organization in Texas that brings in 8 or so dogs every other week. She has a sassy yet loving personality.
COOPER & STELLA
Cooper & Stella
Cooper and Stella have been with Sam & Andi since 2019. They were surrendered to a shelter due to a divorce situation and had been together for Stella’s entire life. They definitely complete the family.
Consulting Partners
DAVID YOUNG
David Young
David Young
Chief Investment Officer,

Foundations Investment Advisors
Chief Investment Officer David Young has provided investment strategy, portfolio management, and asset allocation for many of the largest and most sophisticated institutional and private investors across the globe. During his 26 years of investment experience, he served as the executive vice president of Pacific Investment Management Company (PIMCO) for fourteen years, retiring in 2008 to pursue teaching opportunities at the Paul Merage School of Business in Irvine, California. As a professor, he currently teaches finance and investment courses there and at the Financial Times Knowledge Programs in the UK, along with CFA exam preparation courses sponsored by CFA societies in California and abroad. From 1999 to 2006, David also served as head of the PIMCO account management group in London, where he built a team of investment professionals managing approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa.

David holds the chartered financial analyst (CFA) designation from the CFA Institute, considered by many to be the most difficult test on Wall Street. He also earned an MBA with a concentration in finance from the Paul Merage School of Business, with degrees in economics and political science from the University of California, Irvine. He sits on several non-profit investment committees and boards, including the county-organized health system, CalOptima, serving residents of Orange County, California.
DARREN LEAVITT
Darren Leavitt
Darren Leavitt

Darren Leavitt

Manager & Sr. Market Analyst,

Foundations Investment Advisors
Darren has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. He has provided multiple investment solutions to clients utilizing his extensive knowledge of the public and private global markets. Darren has created growth-oriented equity portfolios, fundamental tactical asset allocation models, passive asset allocation models, and developed quantitative strategy solutions for clients. Throughout his career, Darren had held a variety of senior positions including Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Senior Analyst, Senior Trader, and Financial Advisor.

Darren received his BS in Finance from DePaul University and an MS in Financial Markets and Trading from the Illinois Institute of Technology. Darren is a CFA charter holder and is a member of the CFA Society of San Francisco. He has also been a member of both the San Francisco and Chicago Security Traders Associations.

Outside of work, Darren enjoys spending time with his two sons, Cole and Declan. He is an avid Thoroughbred racing fan. His other interests include art, golf, travel, and cooking.
PETER VAN DE ZILVER
Peter Van De Zilver
Peter Van De Zilver
Head of Portfolio Management,

Foundations Investment Advisors
Peter Van de Zilver is a chartered financial analyst (CFA) certified by the CFA Institute and serves as head of portfolio management at Foundations Investment Advisors. With over 20 years of investment management experience, he served 18 years at Pacific Investment Management Company (PIMCO) from 1992 to 2010, where he started as a financial engineer and retired from a senior position in portfolio analytics to pursue the development of quantitative trading algorithms. At PIMCO he was responsible for the architecture, development, and implementation of many of their analytics and risk management systems.

In addition to achieving the highest distinction in the investment management profession, Peter holds degrees in physics, mathematics, and economics from the Universities of Utrecht and Amsterdam, as well as an MA degree in economics from the University of Southern California, Los Angeles.

In Loving Memory

EVA

Eva

Eva passed in December of 2018 and was a beloved member of their family.

Andi rescued Eva from a Northern California Doberman rescue. She was approximately 10 years old. Eva enjoyed running, playing, and meeting new people, especially those who were willing to give her attention.

JACK
Jack

Jack

Jack, our beloved yellow lab, passed in August 2016. A staple of the Duell Financial Strategies office, Jack loved meeting new people and playing with Eva.

Smart and eager to please, Jack was more than happy to perform one or all of his tricks for anyone willing to watch – especially for those who brought him treats.

Justin rescued Jack from Chilton Humane Society. Jack and his mother were found on the streets of Chilton. At that time, he suffered from a broken hind leg. However, Jack’s history of abuse and neglect did not affect his capacity to love.

Jack was a member of our family and will be greatly missed by everyone who knew him.

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© COPYRIGHT DUELL FINANCIAL STRATEGIES 2019

[PRIVACY POLICY]
[DISCLOSURE]

Duell Financial Strategies’ Business Continuity Planning Duell Financial Strategies has developed a Disaster Recovery/Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Contacting Us – If after a significant business disruption, you cannot contact us as you usually do at (920) 832-3720, you should go to our website at www.duellstrategies.com.

Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.

Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within a two (2) hour time period. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within a 24 hour time period. In either situation, we plan to continue in business, transfer operations to our clearing firm if necessary, and notify you through our website www.duellstrategies.com on how to contact us. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer’s prompt access to their funds and securities.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

For more information – If you have questions about our business continuity planning, you can contact us (920) 832-3720.

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