Ed Ventham serves as a Senior Financial Advisor with CB Financial Services1. Ed works with individuals and small businesses, managing their retirement plans and IRAs in addition to assisting clients who are seeking help with their retirement income goals. For Ed, investing begins with a plan or asset allocation strategy, which is followed by the investment selection, and then an ongoing and dynamic monitoring process. His emphasis is on communication and feedback from individual clients to drive the process of modification so that an individual’s investment strategy accurately reflects each client’s changing investment needs and risk tolerance.
Ed graduated from the University of Massachusetts with a Bachelor of Science Degree in Plant and Soil Science. He also holds a Master of Business Administration Degree in Financial Planning from Golden Gate University. Prior to joining CB Financial Services, Ed worked for SunTrust Bank with their proprietary mutual funds team, and as a marketing manager with Enterprise Mutual Funds.
As a mortgage loan consultant, Trisha provides residential mortgage lending expertise to customers in the Southwest Oregon region. Her clients come from a range of local communities such as Canby, Woodburn, Molalla, Silverton and Newberg.
Trisha believes that being open, honest and providing each client personalized attention makes for the most successful loan process. No two clients are the same, and with nearly 10 years of experience, Trisha believes building and maintaining trusting relationships is the cornerstone of her position.
Trisha currently volunteers her time to the Canby Booster Club and Canby youth football, lacrosse and basketball teams.
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