Paul Schluckebier, CFP
Managing Director/Investments
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About Me
Paul Schluckebier brings decades of experience, deep Midwestern values, and a hands-on approach to helping clients pursue lasting financial security. Raised in the farming community of Frankenmuth, Michigan, Paul learned early the importance of trust, hard work, keeping your word, and the value of a handshake – principles that continue to guide his work today. Putting himself through college gave him a firsthand appreciation for the value of money and the discipline required to manage it wisely.
Working as a financial advisor since 1984, Paul leads the Schluckebier Wealth Management Group in Owosso, Michigan. He holds the CERTIFIED FINANCIAL PLANNER® certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Paul believes that successful investing starts with education and clarity. He takes the time to ensure clients understand what they own, why they own it, and how it fits into their broader goals. His investment philosophy is rooted in diversification and long-term perspective – often likening it to farming: “You plant corn, soybeans, wheat; add hay, and pretty soon, you’ve built a diversified approach where no one calamity should wipe you out.”
A longtime resident of Owosso, Paul has always been committed to giving back. He lives by the motto, “Leave things better than you found them,” and has done so through decades of community service. He has held past leadership roles with the Shiawassee Community Foundation, Memorial Healthcare Trustees, United Way, Owosso Public Schools Board of Education, Baker College Jewell Education Fund, and the Shiawassee Valley Development Corporation.
Outside the office, Paul enjoys life on his farm in rural Shiawassee County and cherishes time with his wife, Cindy, and their three grown children.
Paul Schluckebier
CFP
CFP
Managing Director/Investments
9894945474
Paul Schluckebier brings decades of experience, deep Midwestern values, and a hands-on approach to helping clients pursue lasting financial security. Raised in the farming community of Frankenmuth, Michigan, Paul learned early the importance of trust, hard work, keeping your word, and the value of a handshake – principles that continue to guide his work today. Putting himself through college gave him a firsthand appreciation for the value of money and the discipline required to manage it wisely.
Working as a financial advisor since 1984, Paul leads the Schluckebier Wealth Management Group in Owosso, Michigan. He holds the CERTIFIED FINANCIAL PLANNER® certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Paul believes that successful investing starts with education and clarity. He takes the time to ensure clients understand what they own, why they own it, and how it fits into their broader goals. His investment philosophy is rooted in diversification and long-term perspective – often likening it to farming: “You plant corn, soybeans, wheat; add hay, and pretty soon, you’ve built a diversified approach where no one calamity should wipe you out.”
A longtime resident of Owosso, Paul has always been committed to giving back. He lives by the motto, “Leave things better than you found them,” and has done so through decades of community service. He has held past leadership roles with the Shiawassee Community Foundation, Memorial Healthcare Trustees, United Way, Owosso Public Schools Board of Education, Baker College Jewell Education Fund, and the Shiawassee Valley Development Corporation.
Outside the office, Paul enjoys life on his farm in rural Shiawassee County and cherishes time with his wife, Cindy, and their three grown children.
Kelly Schluckebier, CRPC, CPFA
Associate Vice President/Investments
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About Me
Kelly Schluckebier is passionate about helping people feel confident and in control of their financial future. Known for her warm, approachable style and deep expertise in investment planning, she works with families and businesses to craft personalized strategies that reflect their goals, values, and vision for the future.
A proud Michigan State University alumna, Kelly began her career at one of the nation’s largest mutual fund companies, where she specialized in institutional retirement planning. It was there she discovered the profound impact that thoughtful, individualized financial guidance may have on people’s lives. That passion eventually brought her back to her hometown of Owosso, where she now works closely with a select group of clients, offering tailored financial strategies and long-term support.
Kelly is a lifelong learner who holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, giving her specialized insight into the personal side of retirement – helping individuals navigate everything from planning and saving to confidently transitioning into their next chapter. She also holds the Certified Plan Fiduciary Advisor® designation from the National Association of Plan Advisors, which added to her knowledge in guiding both individuals and business owners through the complexities of retirement planning with clarity and care.
As a founding partner of the Schluckebier Wealth Management Group, Kelly is committed to delivering thoughtful, comprehensive financial guidance with integrity and a high level of personal service.
Deeply connected to her community, Kelly is an active volunteer and advocate for local initiatives that support growth, wellness, and opportunity. She finds joy in giving back and building meaningful relationships, both inside and outside of her practice. When she’s not working, you’ll find Kelly enjoying time with family, friends, and her golden retriever, Benny.
Kelly Schluckebier
CRPC, CPFA
CRPC, CPFA
Associate Vice President/Investments
9894945474
Kelly Schluckebier is passionate about helping people feel confident and in control of their financial future. Known for her warm, approachable style and deep expertise in investment planning, she works with families and businesses to craft personalized strategies that reflect their goals, values, and vision for the future.
A proud Michigan State University alumna, Kelly began her career at one of the nation’s largest mutual fund companies, where she specialized in institutional retirement planning. It was there she discovered the profound impact that thoughtful, individualized financial guidance may have on people’s lives. That passion eventually brought her back to her hometown of Owosso, where she now works closely with a select group of clients, offering tailored financial strategies and long-term support.
Kelly is a lifelong learner who holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, giving her specialized insight into the personal side of retirement – helping individuals navigate everything from planning and saving to confidently transitioning into their next chapter. She also holds the Certified Plan Fiduciary Advisor® designation from the National Association of Plan Advisors, which added to her knowledge in guiding both individuals and business owners through the complexities of retirement planning with clarity and care.
As a founding partner of the Schluckebier Wealth Management Group, Kelly is committed to delivering thoughtful, comprehensive financial guidance with integrity and a high level of personal service.
Deeply connected to her community, Kelly is an active volunteer and advocate for local initiatives that support growth, wellness, and opportunity. She finds joy in giving back and building meaningful relationships, both inside and outside of her practice. When she’s not working, you’ll find Kelly enjoying time with family, friends, and her golden retriever, Benny.
Christine Mueller
Client Relationship Manager
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About Me
With more than 25 years of experience in the financial services industry, Chris is the heart of client service for the Schluckebier Wealth Management Group. She began her career in operations, where she developed a sharp eye for detail and a deep appreciation for the behind-the-scenes work that ensures a seamless client experience. Today, she brings that same precision and care to every client interaction.
Chris is known for her thoughtful communication, reliability, and genuine interest in getting to know each client personally. She takes pride in building lasting relationships and making sure clients feel informed, supported, and valued every step of the way.
She earned a B.A. from Michigan State University and holds Series 7 and 66 securities licenses, as well as life, health, and variable annuities licenses. Outside the office, Chris is active in her church, Salem Lutheran, and involved in several community organizations. She lives by the Serenity Prayer, which guides her both personally and professionally.
Chris and her husband, Mark, whom she met at Michigan State, have called Owosso home since 1991. They enjoy spending time with their family, making maple syrup in their backyard, biking, and exploring new places together.
Christine Mueller
Client Relationship Manager
9894945474
With more than 25 years of experience in the financial services industry, Chris is the heart of client service for the Schluckebier Wealth Management Group. She began her career in operations, where she developed a sharp eye for detail and a deep appreciation for the behind-the-scenes work that ensures a seamless client experience. Today, she brings that same precision and care to every client interaction.
Chris is known for her thoughtful communication, reliability, and genuine interest in getting to know each client personally. She takes pride in building lasting relationships and making sure clients feel informed, supported, and valued every step of the way.
She earned a B.A. from Michigan State University and holds Series 7 and 66 securities licenses, as well as life, health, and variable annuities licenses. Outside the office, Chris is active in her church, Salem Lutheran, and involved in several community organizations. She lives by the Serenity Prayer, which guides her both personally and professionally.
Chris and her husband, Mark, whom she met at Michigan State, have called Owosso home since 1991. They enjoy spending time with their family, making maple syrup in their backyard, biking, and exploring new places together.
Ben Burgoyne
Registered Client Service Associate
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About Me
Ben Burgoyne, originally from Allegan, Michigan, spent much of his childhood in the mountains of West Virginia, where he developed a strong appreciation for nature, discipline, and hard work. Inspired by his father, a 21-year U.S. Navy veteran, Ben embraces values of integrity, service, and respect, principles further shaped by his experience as an Eagle Scout.
Ben earned a B.A. in Finance from Michigan State. While working his way through college, Ben discovered a passion for personal finance and helping others make confident, informed financial decisions.
In 2025, Ben joined the Schluckebier Wealth Management Group as a Client Service Associate, supporting the team in delivering personalized service and financial guidance.
Outside the office, Ben enjoys spending time with family and friends. He’s an avid outdoorsman who loves fishing, kayaking, hiking, and running, and as a loyal Detroit Lions fan, he rarely misses a game.
Ben Burgoyne
Registered Client Service Associate
9894945479
Ben Burgoyne, originally from Allegan, Michigan, spent much of his childhood in the mountains of West Virginia, where he developed a strong appreciation for nature, discipline, and hard work. Inspired by his father, a 21-year U.S. Navy veteran, Ben embraces values of integrity, service, and respect, principles further shaped by his experience as an Eagle Scout.
Ben earned a B.A. in Finance from Michigan State. While working his way through college, Ben discovered a passion for personal finance and helping others make confident, informed financial decisions.
In 2025, Ben joined the Schluckebier Wealth Management Group as a Client Service Associate, supporting the team in delivering personalized service and financial guidance.
Outside the office, Ben enjoys spending time with family and friends. He’s an avid outdoorsman who loves fishing, kayaking, hiking, and running, and as a loyal Detroit Lions fan, he rarely misses a game.
Mallory Rumrill
Client Service Associate
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About Me
Mallory joined Stifel in 2022 as a Client Service Associate. She leads the Schluckebier Wealth Management Group’s marketing initiatives, advertising efforts, and event planning with creativity and precision. With a background in marketing and a strong eye for detail, Mallory is dedicated to delivering clear, effective communication across all client touchpoints.
In addition to her marketing role, Mallory has taken on a growing number of operational responsibilities. She assists with opening new accounts, processing client paperwork, and ensuring that day-to-day administrative tasks run smoothly. Her proactive approach and willingness to learn have made her an integral part of the team’s client service experience.
A lifelong resident of Owosso, Mallory lives locally with her fiancé and two children. Together, they enjoy traveling and discovering new places, especially the scenic beauty of Northern Michigan.
Mallory Rumrill
Client Service Associate
9894945481
Mallory joined Stifel in 2022 as a Client Service Associate. She leads the Schluckebier Wealth Management Group’s marketing initiatives, advertising efforts, and event planning with creativity and precision. With a background in marketing and a strong eye for detail, Mallory is dedicated to delivering clear, effective communication across all client touchpoints.
In addition to her marketing role, Mallory has taken on a growing number of operational responsibilities. She assists with opening new accounts, processing client paperwork, and ensuring that day-to-day administrative tasks run smoothly. Her proactive approach and willingness to learn have made her an integral part of the team’s client service experience.
A lifelong resident of Owosso, Mallory lives locally with her fiancé and two children. Together, they enjoy traveling and discovering new places, especially the scenic beauty of Northern Michigan.
Stephanie Perry
Client Service Associate
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About Me
Stephanie Perry is a Client Service Associate at our Owosso branch, where she serves as the first point of contact for clients visiting the office or calling in. With a strong background in customer service, Stephanie brings a warm, welcoming presence and an outgoing personality that helps create a positive experience for every client.
She resides in Chesaning with her husband, Justin, and their four children. Stephanie is excited to be part of our office and looks forward to supporting clients with exceptional service and care.
Stephanie Perry
Client Service Associate
9894945484
Stephanie Perry is a Client Service Associate at our Owosso branch, where she serves as the first point of contact for clients visiting the office or calling in. With a strong background in customer service, Stephanie brings a warm, welcoming presence and an outgoing personality that helps create a positive experience for every client.
She resides in Chesaning with her husband, Justin, and their four children. Stephanie is excited to be part of our office and looks forward to supporting clients with exceptional service and care.
