Glenn is a Senior Financial Advisor with CB Financial Services. He specializes in developing personal financial strategies for clients in the Willamette Valley region.
Building successful long term relationship with clients is very important to Glenn. He cares about their personal needs and strives to create financial plans that suit their individual goals. Glenn’s particular areas of knowledge are in annuities, mutual funds and life insurance.
Glenn received a BA from Linfield College with a double major in Economics and Business Administration. He believes that volunteering helps create strong communities and has given his time to several volunteer and community organizations including the Marion County Health Advisory, Dayspring Fellowship, and Rotary Club.
With a decade of banking experience, Alan believes in providing on-going customer service and open communication are paramount to maintaining genuine client relationships. He holds a Bachelor of Science from Oregon State University, where he studied construction engineering and management.
Active in his local community, Alan has been involved with several organizations including the Home Builder Association and the Oregon State Elks Association.
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