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Meet Our Team
Schluckebier Hood Wealth Management Group
Paul Schluckebier
CFP
CFP
Managing Director/Investments
9894945474
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 CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience and 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.
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 CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience and 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 Hood
AAMS
AAMS
Senior Vice President/Investments; Branch Manager
9894945474
David Hood 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. He also worked in the family business, Hood’s Soda Pop Shoppe, where he learned the value of hard work and treating people with respect – values he still lives by today.
David serves as Branch Manager and Senior Vice Presidents/Investments of the Schluckebier Hood Wealth Management Group. He has been in the financial services industry since 2004 and is very pleased to be a part of the Stifel organization. He feels the Schluckebier Hood Wealth Management Group shares a value system with its clients, helping them align financial goals with life events. Dave 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 designed 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.”
David is very active in his community, including serving with Rotary International and Shiawassee Regional Chamber of Commerce Ambassadors. He has also served in many other leadership roles throughout the years with Shiawassee United Way, Boy Scouts of America, and Friends of the Shiawassee River. He and his family attend First Church of Christ in Owosso. To relax, Dave enjoys a round of golf and trap shooting. As a “family man,” he enjoys spending quality time with his wife, Lisa, and their four children. David is looking forward to “growing old with his wife and enjoying his kids and grandkids.”
David serves as Branch Manager and Senior Vice Presidents/Investments of the Schluckebier Hood Wealth Management Group. He has been in the financial services industry since 2004 and is very pleased to be a part of the Stifel organization. He feels the Schluckebier Hood Wealth Management Group shares a value system with its clients, helping them align financial goals with life events. Dave 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 designed 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.”
David is very active in his community, including serving with Rotary International and Shiawassee Regional Chamber of Commerce Ambassadors. He has also served in many other leadership roles throughout the years with Shiawassee United Way, Boy Scouts of America, and Friends of the Shiawassee River. He and his family attend First Church of Christ in Owosso. To relax, Dave enjoys a round of golf and trap shooting. As a “family man,” he enjoys spending quality time with his wife, Lisa, and their four children. David is looking forward to “growing old with his wife and enjoying his kids and grandkids.”
Kelly Schluckebier, CPFA, CRPC
Associate Vice President/Investments
Kelly Schluckebier
CPFA, CRPC
CPFA, CRPC
Associate Vice President/Investments
9894945474
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’ interests first is so important. It’s these values that called her to be in the financial services 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 as a Retirement Plan Specialist. Having spent several years working for Capital Group | American Funds, one of the nation’s largest mutual fund companies, she understands 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 the 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 the team to develop wealth planning and investment strategies that suit clients’ needs, goals, and risk tolerance. Her mission is to support the team in providing 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 Rotary Club of Owosso 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. When not in the office, Kelly is most happy spending time with her family, friends, and her golden retriever, Benny.
A proud Michigan State University alumna, Kelly began her financial services career as a Retirement Plan Specialist. Having spent several years working for Capital Group | American Funds, one of the nation’s largest mutual fund companies, she understands 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 the 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 the team to develop wealth planning and investment strategies that suit clients’ needs, goals, and risk tolerance. Her mission is to support the team in providing 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 Rotary Club of Owosso 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. When not in the office, Kelly is most happy spending time with her family, friends, and her golden retriever, Benny.
David Hood, Jr.
AAMS
AAMS
Financial Advisor
9894945474
David began his investment industry career in 2019 and joined Stifel in 2020. 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.
David earned a B.B.A. from Northwood University and holds Series 7 and 66 securities licenses, as well as the Accredited Asset Management SpecialistSM designation. After a brief stint in Traverse City, David returned to his hometown of Owosso in 2019, where he has ingrained himself in the community. He currently serves as a member of the Shiawassee-Owosso Kiwanis Club, ambassador for Shiawassee Chamber of Commerce, and as a volunteer firefighter with the Owosso Township Fire department.
In his free time, David enjoys spending time with his wife, Lindsey, and their bulldog, Merna. They both enjoy kayaking and have recently taken up pottery.
David earned a B.B.A. from Northwood University and holds Series 7 and 66 securities licenses, as well as the Accredited Asset Management SpecialistSM designation. After a brief stint in Traverse City, David returned to his hometown of Owosso in 2019, where he has ingrained himself in the community. He currently serves as a member of the Shiawassee-Owosso Kiwanis Club, ambassador for Shiawassee Chamber of Commerce, and as a volunteer firefighter with the Owosso Township Fire department.
In his free time, David enjoys spending time with his wife, Lindsey, and their bulldog, Merna. They both enjoy kayaking and have recently taken up pottery.
Christine Mueller
Client Relationship Manager
9894945474
Chris and her husband, Mark, made Owosso, Michigan, their home in 1991. They met on the campus of Michigan State University during their junior year and now have three adult children. Family will always be the guiding force in her life. Chris enjoys staying active with bike rides and walks. She also enjoys visiting and getting to know people.
Chris brings more than 21 years of financial services experience to the Schluckebier Hood Wealth Management Group. She holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Her natural people skills make her a perfect fit as Client Relationship Manager. Chris started out on the operations side of the industry and understands the value of providing an outstanding client experience. She is a great listener and is ready to assist clients with all of their financial needs. She prides herself on her thorough and conscientious approach to enhance client relationships. She takes the extra steps needed to keep clients informed. A source of inspiration for Chris is 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 enjoys finding new foods to can, baking, and being outdoors. A new hobby of hers is making maple syrup with Mark by tapping the maple trees in their backyard. Chris is active in her church, Salem Lutheran, and is a member of the Friends of the Shiawassee River, as well as 100+ Women Who Care of the Greater Owosso Area. Her retirement wish is to travel the United States with Mark while enjoying family and friends along the way.
Chris brings more than 21 years of financial services experience to the Schluckebier Hood Wealth Management Group. She holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Her natural people skills make her a perfect fit as Client Relationship Manager. Chris started out on the operations side of the industry and understands the value of providing an outstanding client experience. She is a great listener and is ready to assist clients with all of their financial needs. She prides herself on her thorough and conscientious approach to enhance client relationships. She takes the extra steps needed to keep clients informed. A source of inspiration for Chris is 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 enjoys finding new foods to can, baking, and being outdoors. A new hobby of hers is making maple syrup with Mark by tapping the maple trees in their backyard. Chris is active in her church, Salem Lutheran, and is a member of the Friends of the Shiawassee River, as well as 100+ Women Who Care of the Greater Owosso Area. Her retirement wish is to travel the United States with Mark while enjoying family and friends along the way.