Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 11 years of industry experience. She has been with Duell Financial Strategies, formerly FSB, LLC, since 2014. In addition to her advisory role, she is an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm’s investment approach focuses on fundamental analysis with a primarily long-term orientation, tailoring recommendations to clients’ risk tolerance, time horizon, and objectives.

Samuel Duell is the principal advisor at Duell Financial Strategies with 20 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns and manages a business offering fixed insurance products. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and follows a fundamentally based, long-term investment approach tailored to clients’ risk tolerance and objectives.

Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, with three years of industry experience. He holds a Series 65 designation and has prior work experience at Family First Life and Vector Marketing. Additionally, he operates as an independent insurance agent focusing on life insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and employs a fundamental, primarily long-term investment approach tailored to clients’ risk tolerance and objectives.

Luke Vanabel is a financial advisor at Duell Financial Strategies with 11 years of industry experience. He holds a Series 65 designation and has been with Duell Financial Strategies since 2015. Outside of his advisory role, he is also an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in client assets and employs a fundamental, long-term investment approach tailored to clients’ risk tolerance and objectives.