Brad has been in the Financial Planning business for over 20 years. His enthusiasm and genuine desire to help his clients find financial success, as well as his ability to explain complicated strategies in plain-English have attracted a loyal and satisfied clientele. Brad, his wife Irene, and their family enjoy an active family life both at home and at their place on Shuswap Lake. When he isn’t out boating or golfing he is helping out at the Surrey Board of Trade and Cedar Park Church.

As a Certified Financial Planner, Don is uniquely qualified to deliver the highest level of financial expertise to individuals as well as small business owners. As a small business owner himself with many years of experience working with organizations and individuals, Don has a diverse background to draw upon in helping clients reach their goals.  As an active member of the community, he volunteers his time and expertise to Coast Hills Community Church.  In his spare time, you will find him golfing at a local course, fishing at Deka Lake, or spending time with his family.

With a Bachelor Degree in Finance and a Certified Financial Planner designation, Erik is uniquely qualified to deliver the highest level of advice in Group Health and Dental benefits and Financial Planning.As an active member in various local Chambers and Board of Trades, Erik understands the challenges and opportunities that small business owners face and takes pride in finding solutions to meet their ever changing needs. In his spare time, Erik enjoys Golfing, Snowboarding, Surfing, Fishing, Traveling, and most of all, spending time with his wife and two sons.

As an experienced advisor, Dennis has well over 10 years of experience helping clients meet their personal and professional goals. Beginning his career in 1997, Dennis has continually built strong long-term relationships with individuals and businesses alike, providing guidance and planning. Dennis is a great believer in being active in the community; he volunteers his time as a Board Member and Director of the Langley Memorial Hospital Foundation. When he does have time off you'll find Dennis coaching and playing baseball, working on his golf swing and spending time with family and friends.

After graduating from Trinity Western University with a Bachelors in Business Administration, focusing on Personal Financial Planning, Jon joined the team at S + F. As a Certified Financial Planner Jon is more than qualified to help you with all of your Group Benefits needs. Jon volunteers his time at his church New Heights in the nursery and on the board. Jon loves to snowboard in the winter and golf in the summer. Jon and his wife Yolanda live close to the office in Cloverdale, BC.  Jon is the proud father of two beautifl girls, Madison and Quinn.

Deanna joined the team at Schmidt + Funk in 2005 in the Group Benefits area and is very knowledgeable about the Chambers of Commerce Group Insurance Plan.  She continues to work towards her Bachelor of Business Administration at Trinity Western University, when she isn’t working or taking care of her son and daughter . Deanna  enjoys teaching Sunday School at Coast Hills Community Church and playing different recreational sports. Some of her other favorite activities include going to concerts and Canucks games, learning about the latest gadgets and travelling with her husband Matt.  

Brian began his career in financial services in 1982. He has worked in a wide range of family and business contexts, helping individuals meet their needs. Brian loves to spend time with his family, skiing, playing squash, and cooking. He possesses excellent communication and team building skills, this coupled with his experience of over 25 years makes him an excellent resource as a planning and product placement resource.

With a bachelor degree in Economics from the University of Michigan, and a certified financial planner designation, Sean understands the unique insurance needs faced by business owners for options dealing with group benefits, on top of offering financial planning services.  In his spare time, Sean enjoys spending time outdoors hiking, skiing, and cycling.  With a previous career in professional hockey, Sean now gives back to his youth minor hockey association in Semiahoo as a minor hockey coach.

Doug recently sold his own Insurance Agency and comes to us with 17 years experience specializing in Employee and Employer Life, Disability, Extended Health, dental and Group RRSP.

Since the conception of Schmidt + Funk Debbie has been the Office Manager. She has kept everything running smoothly and can help you with any questions you have. When Debbie isn’t dreaming about or planning another trip to Europe she is spending time with her children or her grandson. Debbie volunteers her time at the Langley Hospice. She also enjoys spending time with friends, reading and hiking. 

You will be speaking to Jean if you have any questions about your accounts. Jean came to Schmidt + Funk in 2008 with a wealth of knowledge about the industry. She has been in business since 1967 not only in customer service but also as an office manager and training advisor for Sun Life.  Jean is a die hard Canucks fan. Her favorite all-time Canucks player is Trevor Linden and her current favorite is Alex Burrows. She also enjoys dancing and music in her spare time.

Michelle is an Administrative Assistant in the Group Benefits department. She is the very friendly person you will talk to if you have any questions about the Chambers of Commerce Group Benefits Plan. After Michelle graduated from Capilano University with a diploma in Tourism Management she worked in customer service at a prestigious hotel, until she found her way to S + F in August 2008.  You may not recognize Michelle's last name- it's new. Michelle was married on August 15, 2010 to Drew at a beautiful ceremony in Cloverdale.

Marissa has been working in the financial industry for almost 20 years. Prior to coming to Schmidt + Funk in November 2009, she worked as an advisor for Sun Life in Ottawa, AGF Investments in Toronto and RBC in Montreal, Halifax and Mississauga. She is currently studying to obtain her CFP designation. Marissa enjoys spending time with her large family, especially with her new grandson.

Kalia is an Administrative Assistant in the Group Benefits department.  Before coming to S+F in June 2011, she was a preschool teacher working with children ages 2-5.  In the fall of 2010 her and her husband Graeme decided to go backpacking across Europe.  When she came home, she wanted to try something new and became part of the S+F team.  She is someone you can speak to if you have any questions about the Chamber of Commerce Group Insurance Plan.  On her spare time Kalia is planning her next travelling adventure or curled up with a good book. 

Carmen has been working in the insurance industry for over 14 years.  She has 10 years of experience as a group benefits underwriter with Pacific Blue Cross.Once she had her son she decided to work part-time and work closer to home. She joined Schmidt + Funk in April 2011.  She enjoys spending time with her family going boating and camping.  She has decided to work full time once her youngest child is in kindergarten.