Glenn is a Senior Financial Advisor with CB Financial Services1. 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.
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Check the background of this investment professional on FINRA’s BrokerCheck at
http://brokercheck.finra.org.