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.
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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