About

I began my career in financial services because of a love of helping my friends with their finances. This has expanded as I have taken the time to get designations. I have the Certified Divorce Financial Analyst designation and the Certified Executors Advisor designation.

Serving as an advisor since 2011, I specialize in assisting Clients with:

• personal and corporate wealth building strategies,
• insurance protection strategies and
• retirement planning.

I work tirelessly to provide Clients with the knowledge, guidance and motivation to help them fulfill their plans. I give Clients peace of mind, because they know that I will help them take care of their family and future.

Outside of work, I volunteer with Junior Achievement BC, a non-profit organization that teaches financial literacy to local youth. I am on the board of the Tabor Lake Cleanup Society and the Blackburn Community Association. When I’m not busy with these associations I spend time on the lake and snowmobiling. I enjoy spending time with my two dogs and my beautiful partner, Tanya.

Mandie Walls works in alliance with our team.

Mandie is a key partner in our practice, operating out of Vernon and playing a critical role in both Client service and team management. She works closely with David and Monte Martens, ensuring that our entire staff is organized and our operations run seamlessly.

Mandie has been instrumental in developing our industry-leading wealth process, bringing an unmatched level of detail and precision to everything she does. Her experience and organizational skills make her the backbone of our team, allowing us to deliver the highest level of service to Clients.

As our Operations Officer, Mandie helps oversee Client accounts and office management, ensuring that nothing falls through the cracks. If David is out of the country or unavailable, both Mandie and Monte are fully equipped to assist Clients and keep everything running smoothly.

Her commitment to excellence and passion for financial strategies make her an invaluable member of our team.

As the Executive Assistant, I enjoy sharing the knowledge I have gained throughout my career, with Clients. The more I learn, the more I understand that planning for their future doesn’t have to be stressful.

In my role, I do many administrative tasks for the team. I set up meetings, process paperwork, and provide exceptional service to Clients.

When I’m not working, I enjoy spending time with my nephews. You’ll often find me singing and play ukulele, paddle boarding, golfing, camping or hiking.

With 15 years of experience in the financial industry, Susan brings a wealth of knowledge and expertise to our team. Having previously managed a significant practice at another firm, she understands the importance of efficiency, accuracy, and most importantly, building strong Client relationships.

Known for her incredible compassion and empathy, Susan ensures that every Client who walks through our doors feels heard, valued, and supported. Her warm personality and caring nature make her an essential part of our team—she’s even been known to offer a comforting hug when needed!

Outside of work, Susan enjoys spending time with her large family, camping, and making special memories with her grandchildren

As our Administrative Assistant, Tanya plays a vital role in ensuring the smooth operation of our practice. She manages all back-office paperwork, filing, and Client data, making sure that every document is properly stored and submitted to Sun Life for the wide range of products we offer. Her attention to detail and organizational skills help keep everything running efficiently behind the scenes.

Outside of work, Tanya leads a busy and fulfilling life as a foster parent. She lives on a farm with her two dogs, where she enjoys the peace of nature—and a good cup of coffee

As the youngest member of our team, Rilei brings fresh energy and enthusiasm to her role as an Executive Assistant. Despite her age, she has already been with us for over a year and plays a crucial role in supporting both our team and Clients.

Like Susan and Sherri, Rilei is responsible for handling administrative tasks, setting up meetings, processing paperwork, and ensuring exceptional service for Clients. Her keen attention to detail and commitment to efficiency help keep everything running smoothly behind the scenes.

Currently based in Calgary, Rilei provides remote support while staying closely connected to the team. Her adaptability and dedication make her an invaluable part of our office, no matter the distance.

As our Scheduling Assistant, Jeff is the friendly voice reaching out to book your annual reviews and assist with general inquiries. He plays a key role in ensuring Clients stay on track with their financial roadmaps by keeping appointments organized and running smoothly.

Jeff is currently completing his life insurance licensing and plans to pursue mutual fund licensing in the near future. His long-term goal is to work directly with Clients, guiding them through applications and managing their wealth accounts.

Outside of work, Jeff has a full and busy life with his beautiful wife, Ashley, and their six children. Living on Tabor Lake in Prince George, his free time is dedicated to family—because with six kids, there isn’t time for much else!