DUELL STRATEGIES - Key Persons

Job Titles:

• CLIENT SERVICES COORDINATOR

Abbie is responsible for providing the best service to our clients with annuities and life insurance policies. It is her pleasure to assist with a variety of duties, including everything from processing new applications to assisting with maintenance and service needs on existing policies. Abbie has been happily married to her husband, Alex, since 2013. They enjoy spending time with their two children, Calum and Hazel.

Job Titles:

• Advisor
• 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.

Job Titles:

• Consulting Partner
• Manager & Sr. Market Analyst

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.

Job Titles:

• Chief Investment Officer
• Consulting Partner

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.

Job Titles:

• 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.

Job Titles:

• 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.

Job Titles:

• Consulting Partner

Job Titles:

• Head of Portfolio Management

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.

Job Titles:

• 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.

Job Titles:

• Advisor
• FOUNDER
• Lead Investment Advisor at Duell Financial Strategies

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.

Job Titles:

• 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.