Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Duell Financial Strategies
Multi family office in the United States.
Identity
- HEADQUARTERS
- United States
Overview
Headquartered in the United States, the firm is listed as a multi family office. 8 people are named on its team.
People
- Sam DuellFounder and lead investment advisor · source
- Andrea "Andi" Schooler DuellCo-Owner and Investment Advisor Representative · source
- Luke Van AbelAdvisor · source
- Lake La ChapelleAdvisor · source
- Tracy ReschClient Services Coordinator · source
- Rebecca HeilmanClient Services Coordinator · source
- Sloane VerhagenDirector of First Impressions · source
- Karen A. FarlowClient Services Coordinator · source
Frequently asked questions
Duell Financial Strategies is a multi family office based in the United States.
Duell Financial Strategies does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Duell Financial Strategies include Sam Duell (Founder and lead investment advisor), Andrea "Andi" Schooler Duell (Co-Owner and Investment Advisor Representative), Luke Van Abel (Advisor) and Lake La Chapelle (Advisor).