Meet our team

Paul has over 20 years experience in the financial services industry.  He has been at National Bank Financial since 2002 as a Wealth Advisor.  He is well connected to his community through sports, coaching and via a board of Director position with the Vernon Jubilee Hospital Foundation.

Paul welcomes any questions on your investment portfolio, financial planning or anything to do with your financial health.  

Sam has been a colleague at National Bank Financial since 2016. She is a licensed Wealth Associate who has completed her Canadian Securities Course. She loves learning and continues to expand her knowledge in the financial industry. She delights in providing great client service and tackling new challenges. Her sunny optimism and hardworking attitude make her a great addition to the team. Sam grew up in Kelowna and returned after getting her Bachelor’s degree in Political Science and Economics at UBC Vancouver. She enjoys travelling and learning new languages, and has studied French, Spanish, Japanese and Mandarin (not that she remembers it all!). She also has extensive experience volunteering with Emergency Services, most recently with Central Okanagan Search and Rescue (COSAR). In her spare time, Sam enjoys reading, hiking, camping, and going on extended road trips with her husband, two young sons, and dog (while the cat stays home and looks after the house!).

Stacy has been a part of the National Bank Financial team since 2015. Stacy is a skilled Associate in the financial industry, providing personalized client service and detailed administration. Her communication skills, client service abilities, and wealth management understanding help contribute to our exceptional service to our valued clients and their families. Stacy is interested in continuing her education in the financial industry and is currently studying to pass the Canadian Securities Course. She has spent time organizing charitable fundraisers, bodybuilding, hiking, and teaching Fitness classes. Her interests also include playing hockey, snowboarding, scuba diving, and spending quality time with friends, husband and two young ones. Stacy is always there for our clients with a friendly smile, even on the phone! An upbeat attitude and a genuine passion for helping makes her a pleasure to work with. Stacy is always looking forward to working with our clients, new and existing, and injecting humor where she can!

Ashley brings over ten years of experience from both the dental and real estate industries, beginning her career as a certified dental assistant and progressing into extensive management of a dental practice. After having children, she supported her husbands’ real estate business and eventually created her own company offering administration and servicing to real estate professionals. This background has equipped her with a unique ability to understand and meet client needs, streamline operations and processes, and manage complex projects.

As an Associate, she is excited to contribute to our mission of providing exceptional service to you. She will be joining Stacy and Samantha in offering you comprehensive, efficient, and friendly support for all your account needs.

Ashley and her family relocated from Vancouver to the Okanagan to embrace the beautiful weather and to enjoy a vibrant and active lifestyle. She is a devoted wife and mother to a 15-year-old son and a 12-year-old daughter and is already proving to be a huge addition to our growing team. We invite you to reach out to Ashley to say hello and thank you for your continued trust in our business.