Paul Schluckebier grew up in the farming community of Frankenmuth, Michigan, learning lifelong lessons, such as respect, trust, hard work, and the value of a handshake. Paul paid his own way through college, gaining an understanding of the importance and value of money at an early age.
A licensed financial advisor since 1984, Paul serves as Managing Director/Investments and the leader of the Schluckebier Hood Wealth Management Group in Owosso, Michigan. He earned the CERTIFED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., 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 in personalized investment plans that are diversified across various market sectors. He helps his clients fully understand where their portfolio is moving and what needs to be done to pursue their financial goals. He begins by educating his clients on the complex world of investing, ensuring they realize what they own and why they own it. Paul believes “investing is like an old-fashioned farm. You plant corn, soybeans, wheat; add hay, and pretty soon, you have developed a diversified approach where no one calamity should wipe you out.”
Paul has resided in Owosso since 1984 and is deeply involved with his community. He lives his favorite expression: “Leave things better than you found them.” He’s accomplished this through a variety of pro bono activities, including having served as trustee of the Shiawassee Community Foundation, vice president of the Memorial Healthcare Trustees, board member of the United Way, and past president of the Owosso Public Schools Board of Education. Paul also serves on the board of trustees of Baker College of Owosso and the Shiawassee Valley Development Corporation. He values spending time with his wife, Cindy, and their three children. In his spare time, he loves living on his farm in rural Shiawassee County.
Dave grew up in Owosso and spent the majority of this childhood on the farm. He spent his summers baling hay and selling vegetables that he grew in the garden. When he wasn’t doing his chores, he spent his time riding horses in the Ranger 4-H Club. Dave also worked in the family business, Hood’s Soda Pop Shoppe and Reynold’s Coin Shop, where he learned the value of hard work and treating people with respect – values he still lives by today.
Dave serves as Branch Manager of the Stifel Owosso branch and Senior Vice President/Investments of the Schluckebier Hood Wealth Management Group of Stifel. He has been in the investment industry since 2004 and is very pleased to be a part of the Stifel organization. Dave feels the Schluckebier Hood Wealth Management Group shares a value system with its clients, helping them align financial goals with life events. He listens to his clients to better understand their needs so they can develop an investment plan that will ultimately allow them to live the one life they have to the fullest. When meeting with him, his most common advice is, “Wherever you are on your financial journey, let’s develop a process to take you to and through your financial goals. We will help you make educated, forward-thinking decisions with your money so you can spend time doing the things you care most about.”
Dave is very active in his community, including serving with Rotary International and Shiawassee Regional chamber of commerce. He has also served in many other leadership roles throughout the years with Shiawassee United Way, Boy Scouts of America, Owosso Country Club, Oak Hill Cemetery, and Friends of the Shiawassee River. He and his family attend First Church of Christ in Owosso. To relax, Dave enjoys an occasional round of golf and spending time with family. He is married to his high school sweetheart, Lisa. They have four kids and three grandchildren.
Kelly Schluckebier has been raised to work hard, respect others, and to always follow the Golden Rule, “Do unto others as you would have them do unto you.” Growing up in a household where her father worked as a financial advisor, Kelly has seen firsthand why long hours, persistence, and putting clients’ needs and interests first are so important. It’s these values that called her to be in the investment industry. Kelly strives to build trusted, long-term relationships to help her clients pursue their financial goals.
A proud Michigan State University alumna, Kelly began her financial services career working for one of the nation’s largest mutual fund companies, specifically in retirement planning sales, where she learned the value of individual and holistic guidance and how important it is to a family’s financial future. Kelly has since moved back to her hometown to be able to work more closely with a select number of families and businesses. A lifelong learner, she went on to earn her Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, which identifies those individuals who have successfully completed coursework covering defined benefit, defined contribution, and non-qualified benefit plans for corporate and small business clients, as well as plan design, installation, administration, and fiduciary issues. In addition, she has also earned the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors, which further contributes to her work with corporate and individual clients working with retirement plans.
Dedicated to helping individuals and businesses alike, Kelly collaborates with her team to develop wealth planning and investment strategies that suit clients’ needs, goals, and risk tolerance. Her mission is to provide every client with targeted, comprehensive wealth management guidance and investment planning strategies, all while delivering the highest level of personal service and professional integrity possible.
Kelly is delighted to be back in her hometown of Owosso, where she is an active member in her community. She currently serves on the Owosso Rotary Club board and is a founding member of the Shiawassee Young Professionals Network. She also enjoys being a member of the 100+ Women Who Care of the Greater Owosso Area and sitting on the Memorial Healthcare Foundation Community Action Committee. Outside the office, Kelly is most happy spending time with her family, friends, and her golden retriever, Benny.
David learned the value of responsibility and hard work when he started his first job delivering newspapers at 12 years old. He earned a B.B.A. from Northwood University and, after spending two years in Traverse City, returned to his hometown of Owosso.
David began his investment industry career in 2019 and joined Stifel in 2020. After obtaining his securities licenses, he went on to earn the Accredited Asset Management Specialist™ designation. He strives to build personal relationships with clients to better understand their financial needs and goals. David also works hard to ensure that clients understand their investments and how they work in their wealth management plan. He has ingrained himself in the community by serving as a member of the Shiawassee-Owosso Kiwanis Club, ambassador for Shiawassee Regional chamber of commerce, and as a volunteer firefighter with the Owosso Township Fire department.
David and his wife, Lindsey, welcomed their first child in 2022. Outside the office, David enjoys spending time with family, golfing, and playing with his bulldog, Merna.
As the Client Relationship Manager for the Schluckebier Hood Wealth Management Group, Chris brings nearly 25 years of financial services experience to the team. She began her career in the operations side of the industry and knows the importance of paying close attention to all details to create an outstanding client experience. Chris truly enjoys getting to know clients and building relationships with them. She prides herself on being thorough, conscientious, and keeping clients informed.
Chris earned a B.A. from Michigan State University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licensees. She is active in her church, Salem Lutheran, a member of the Friends of the Shiawassee River and the 100+ Women Who Care of the Greater Owosso Area. Chris guides herself with the Serenity Prayer: “God grant me the serenity to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference.”
Chris met her husband Mark at Michigan State University, and Owosso has been their home since 1991. They enjoy spending time with their family, making maple syrup in their own back yard, bike riding, and doing a bit of traveling.
Denise joined the Schluckebier Hood Wealth Management Group in 2021 and is the friendly voice you will hear when calling to schedule an appointment. She assists clients and the team with various requests and paperwork. Prior to joining Stifel, Denise worked in the bank management industry for more than 20 years.
Denise is new to the Owosso community and is enjoying getting to know the town and clients. She and her husband, Patrick, have three children, eight grandchildren, and a special pup, Zek. They enjoy spending time together, camping, and going to the lake house. Denise enjoys all of the four seasons in Michigan.
Mallory joined the Schluckebier Hood Wealth Management Group in 2022 as a Client Service Associate. She is responsible for the team’s marketing efforts, including social media, advertising, and event planning. With her marketing education and close attention to detail, Mallory strives to deliver outstanding office communication. She has recently started learning more of the operations side of the industry, including opening accounts and handling client paperwork. She is eager to learn all aspects of the financial services industry.
Mallory is a native of Owosso and lives locally with her fiancé and two kids. They enjoy traveling and exploring new places, especially in beautiful Northern Michigan.
Jaclyn began her financial services career in 2023 as a Client Service Associate working with the Schluckebier Hood Wealth Management Group. Instrumental to the group’s operations, she is responsible for handing various client forms and legal documents, providing information, as well as account maintenance and account-related assistance to clients and financial advisors. Jackie is committed to participating in professional development opportunities to build a strong foundation of knowledge of the financial services industry.
A lifelong resident of Owosso, Jackie earned a Master of Science in Education from Walden University. Outside the office, she can be found at the local gym, attending all of her nephew’s sports and school activities, and working in her yard.