Team Blenheim Branch

Lisa Lucio has been part of the family business since 1988, giving her a deep, intuitive understanding of the financial milestones that shape individuals, families, and business owners over a lifetime. As CEO of MBI Financial, Lisa is known for her thoughtful, relationship-driven approach and her commitment to building portfolios that reflect each client’s unique goals, values, and best interests.
As a Certified Financial Planner® (CFP®), retail store owner, member of the Blenheim BIA, and mother of two daughters, Lisa brings both professional expertise and real-world perspective to every client conversation. She is especially passionate about helping clients navigate complex financial decisions with clarity and confidence.

Areas of Specialty

• Income Tax Planning
• Small Business & Entrepreneurial Planning
• Family Corporations & Intergenerational Wealth
• Personalized Investment & Portfolio Strategy

Designation & Licenses

• Certified Financial Planner® (CFP®)
• Investment Funds Representative, HUB Capital Inc.
• Licensed Life & Health Insurance Agent
• Affiliate Deposit Broker

Lisa’s approach is grounded in experience, shaped by family values, and focused on helping clients make confident financial decisions—today and for generations to come.

Jodie Reaume began her career in financial services with MBI Financial in 2000 and credits her professional success to a strong belief in sharing knowledge with both clients and colleagues. With many years of experience and a collaborative, approachable style, she is committed to helping clients feel informed, confident, and supported in their financial decisions.
Holding Mutual Fund and Life Insurance Licenses, Jodie brings practical insight into how investment and insurance solutions can work together to support long-term financial security. She encourages open conversations and wants every client to feel comfortable exploring the full range of products available to them.

Areas of Focus

• Mutual Fund Investments
• Life Insurance Solutions
• Registered Education Savings Plans (RESPs)
• Registered Disability Savings Plans (RDSPs)

Licenses

• Investment Funds Representative, HUB Capital Inc.
• Licensed Life & Health Insurance Agent

Jodie’s approach is grounded in experience, education, and care—helping clients make informed financial choices that support their families today and into the future.

Ron Vandehogen began his career in the financial industry with Sun Life Financial before joining MBI Financial’s Blenheim branch as an advisor in 2010. Since then, he has become a trusted resource for both clients and colleagues, known for his practical guidance and steady, relationship-first approach.

Having been a farmer himself, Ron brings a unique blend of personal experience and professional expertise to his work—particularly where farming and finance intersect. He has intentionally pursued specialized accreditation to better serve agricultural clients and their families, helping them plan confidently through every stage of life.

Areas of Focus

• Farm & Agricultural Financial Planning
• Investment & Mutual Fund Solutions
• Life Insurance Planning
• Estate & Funeral Planning
• Multi-Generational Family Planning

Designations & Licenses

• Certified Agricultural Farm Advisor (CAFA)
• Investment Funds Representative, HUB Capital Inc.
• Licensed Life & Health Insurance Agent
• Affiliate Deposit Broker

Professional Memberships

• Advocis
• Canadian Association of Farm Advisers

With both personal insight and professional experience, Ron enjoys helping clients plan for the future and supporting them as their needs evolve—particularly with estate and end-of-life planning. 

Samantha Eisenbraun serves as a frontline administrative assistant, supporting daily office operations and providing a warm, professional first impression for MBI Financial clients at reception.

With a focus on organization and client service, Samantha assists with scheduling, client inquiries, and administrative coordination. Her approachable manner and attention to detail help ensure clients receive prompt assistance and a positive experience when interacting with the MBI Financial team.

Candice Milley is a key member of MBI Financial’s frontline administrative team and is often the first point of contact for clients visiting or calling the office. She plays an important role in creating a welcoming, professional environment while providing essential administrative support to advisors and staff.

Candice is known for her friendly demeanor, strong communication skills, and ability to keep the office running smoothly. Her visibility at reception helps ensure clients feel comfortable, supported, and well cared for from the moment they connect with MBI Financial.