Mobile Menu Locations Contact

CB Financial Services Team

Meet your CB Financial Services Team

Columbia Bank Financial Service advisors provide you with comprehensive financial planning services. Your CBFS advisor will take the time to get to know your unique situation and will focus on developing long-term financial solutions that get you where you need to go.


King County and Northern Washington

Headshot
Tom Godwin Sr Financial Advisor 11201 SE 8th St Ste 100 Bellevue, WA 98004 425-456-8927

Tom Godwin is a Senior Financial Advisor with CB Financial Services who brings many years of experience to his role working with clients. He specializes in professionals who do not like to play the market, but have substantial or growing wealth.

His methods center on a philosophy of long-term growth and preservation of wealth. His objective is to help his clients prosper through financial planning and setting goals appropriate to their lifestyles. It is in this way that customized financial solutions are created to help attain the individual goals of each client.

Tom is a graduate of Wayne State University and holds a Bachelor of Arts and master's degree in economics.

expand

Olympia and Thurston Counties


Headshot
Kurt E Chase Sr Financial Advisor 665 Woodland Square Lp SE Lacey, WA 98503 360-456-7768

Kurt is a Senior Financial Advisor with CB Financial Services. In his role Kurt focuses on the Puget Sound Region, providing clients with financial expertise and advice.

Kurt believes that every client has a unique situation, so he provides them with counsel that fits their individual needs. As a relationship-oriented person, Kurt believes listening to the client and providing them with the best possible option is top priority.

Kurt has developed diverse knowledge in various areas of investing through his experience offering comprehensive financial services. He received an MBA from St. Martin’s University.

expand

Pierce County

Headshot
Adriane M Sasaki Sr Financial Advisor 1301 A Street Tacoma, WA 98402 253-348-0053

Adriane Sasaki serves clients as a Senior Financial Advisor with CB Financial Services. Her success in delivering effective financial education and personalized service to clients adds further experience to the team.

Every client has a different financial goal and objective, and Adriane not only recognizes that, she commits herself to every single one of them. As a trusted advisor she utilizes her financial experience and knowledge to help clients each step along the way.

Adriane currently volunteers for Orting Stand Together on Prevention (OSTOP), an organization focused on reducing alcohol and drug abuse among youth and families.

expand
Headshot
Susan E Esser Financial Services Sales Asst 1301 A Street Tacoma, WA 98402 253-305-1540
expand

North Pierce and South King Counties



Headshot
Brooke C Baker Financial Advisor 1301 A Street Tacoma, WA 98402 253-318-5598

As Financial Advisor for CB Financial Services, Brooke Baker is responsible for providing clients in the North Pierce and South King Counties with ongoing personal investment advice, emphasizing quality and diversification in her strategy.

Brooke is dedicated to serving her clients by developing long-lasting relationships through personalized attention and prompt answers to financial investment questions. Her ability to assess each individual’s unique needs allows her to provide a personalized strategy using products and services tailored to help every customer reach his or her financial goals.

As a graduate of Washington State University with a Bachelor of Arts in business administration, Brooke’s expertise ranges from assisting investors who are looking for short-term investment ideas to those with more complex needs, such as saving for college or developing a retirement strategy.

expand

South Pierce County

Headshot
Chas Wilson Sr Financial Advisor 6202 Mount Tacoma Dr SW Lakewood, WA 98499-1504 253-396-6905

The cornerstone of Chas’ relationships with his clients is recognizing that everyone’s economic and life situations are unique. His customized service is essential when matching clients with the right financial products and services. He believes in working cooperatively to develop unique, personal goals to use as the foundation of a strong financial plan. From there, Chas takes a serious, long-term, and disciplined approach to meeting objectives, while providing sound risk management along the way.

Chas earned his Bachelor of Science in English and foreign languages from Cameron University and his Master of Arts in national security affairs from the United States Naval Postgraduate School. After 24 years of dedicated service, he retired from the United States Army in 2000, having earned the rank of lieutenant colonel.

Chas has been a resident of Tacoma for the past eight years. He is a lifetime member of Veterans of Foreign Wars and an active volunteer for 4US.

expand

Tacoma


Headshot
Rhonda R Arnett Sr Financial Advisor 1301 A Street Tacoma, WA 98402 253-396-6967

Rhonda serves clients as a Senior Financial Advisor with CB Financial Services and is a Certified Financial Planner focusing her experience on wealth management.

Rhonda makes a priority of understanding her clients' complete financial picture when developing their wealth management plan. Because each client’s goals and objectives are different, each plan must be uniquely designed to achieve the goals and dreams her clients envision. She believes it is important to pursue a long-term approach to investing, as well as a long-term relationship between client and advisor.

Rhonda is a graduate of the University of Washington with a Bachelor of Arts in business administration. After graduation, she passed the exam to become a Certified Public Accountant. In 2003 she earned her Certified Financial Planner designation, and continues to invest in her professional development through ongoing educational seminars and events.

expand
Headshot
Drew Henrickson Sr Financial Advisor 1301 A Street Tacoma, WA 98402 253-305-1908

Drew Henrickson serves clients as a Senior Financial Advisor with CB Financial Services. His success in delivering effective wealth management solutions for business owners and high-net-worth individuals adds further experience to the team.

Whether a client’s goal is to create wealth, preserve wealth or dedicate wealth for charitable or family purposes, Drew is there to help in each step along the way. As a trusted advisor, his commitment is to long-term, beneficial and confidential alliances.

Drew is a graduate of Eastern Washington University and holds a Bachelor of Arts in business administration. He is a current board member of the Children’s Museum of Tacoma and a past board member of the Tacoma Opera and the Eastern Washington University Alumni Association.

expand

Eastern Washington

Headshot
Joe Kelly Financial Advisor 139 Gage Blvd Richland, WA 99352-8901 509-491-0647

As a Financial Advisor for CB Financial Services, Joe Kelly is responsible for providing clients in the Eastern Washington and Eastern Oregon regions with ongoing investment advice and helping them plan for their current and future financial endeavors.

In addition to his reputation as a trusted advisor, Joe brings experience in banking and customer service. He is skilled at working with individuals and small businesses looking to grow. With the right questions and his knowledge of the local economy, Joe addresses the needs of clients to develop customized financial solutions.

Prior to joining Columbia Bank, he worked for Bank of America, Edward Jones and Extraco Banks of Texas. His past community involvement includes work with Kiwanis and the Chamber of Commerce.

expand

Peninsula Region

Please contact CB Financial Services with questions at 877-305-0056

 





Administration

Headshot
Nancy Almond Financial Services Program Mgr 1301 A Street Tacoma, WA 98402 253-305-1511

Nancy has been helping individuals and businesses with their financial needs for many years. As a previous owner of a financial consulting business, her breadth of experience includes banking, investments and insurance, and consulting. For the past 20 years, Nancy has primarily been focused on coaching and training financial advisors to build successful businesses in their communities.

Nancy believes that financial advisors need to approach the development and growth of client relationships with a long-term commitment. It is through this commitment that they can understand and educate themselves on what their clients' value most. She further advocates working closely with bank branches and partners to develop a team approach in providing a superior customer experience.

Prior to joining CB Financial Services, Nancy worked as an independent financial advisor. She has also worked at Edward Jones Investments and Murphy Favre Investments. She graduated from Oregon State University with a Bachelor of Science in business management.

expand
Headshot
Merry H Dooley Financial Planning Specialist 1301 A Street Tacoma, WA 98402 253-305-1566

As a Financial Planning Specialist for CB Financial Services, Merry utilizes her many years of expertise to develop and manage comprehensive financial plans for high net worth individuals and businesses in the Pacific Northwest.

Prior to joining CB Financial Services Merry spent eight years at Ameriprise Financial where she worked as a financial advisor. She has also served as an investment representative at Edward Jones. A Certified Financial PlannerTM professional, Merry graduated from Washington State University with a double major in environmental sciences and education, with a minor in music. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S.

expand

Central Oregon, Portland Metro and Washington Counties


Headshot
Damon M Mapes Sr Financial Advisor 1301 S A St Ste 700 Tacoma, WA 98402-4205 503-939-2848

Damon Mapes is a Vice President and Senior Financial Advisor for Western Oregon and Southwest Washington. In his position, Damon guides clients through financial planning and wealth management. Damon specializes in investment counseling, retirement plans, mutual funds, long-term care insurance, and wealth management.

Damon is dedicated to providing superior financial services, tailoring his financial recommendations to each individual client’s needs and goals.

Damon believes that being involved in the community is what makes it a great place to live. As such, he has volunteered his time to several organizations including the Hillsboro-Beaverton Chamber of Commerce, Operation Hope, St. Vincent De Paul, Ride Connection, Tillamook YMCA, and Harvest Community Church.

expand

Clackamas County and North Oregon Coast

Headshot
Edward C Ventham Sr Financial Advisor 3500 Portland Road Newberg, OR 97132 503-554-7216

Ed Ventham serves as a Senior Financial Advisor with CB Financial Services. 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 in plant and soil science. He also holds a Master of Business Administration 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.

expand

Eastern Oregon

Headshot
Joe Kelly Financial Advisor 139 Gage Blvd Richland, WA 99352-8901 509-491-0647

As a Financial Advisor for CB Financial Services, Joe Kelly is responsible for providing clients in the Eastern Washington and Eastern Oregon regions with ongoing investment advice and helping them plan for their current and future financial endeavors.

In addition to his reputation as a trusted advisor, Joe brings experience in banking and customer service. He is skilled at working with individuals and small businesses looking to grow. With the right questions and his knowledge of the local economy, Joe addresses the needs of clients to develop customized financial solutions.

Prior to joining Columbia Bank, he worked for Bank of America, Edward Jones and Extraco Banks of Texas. His past community involvement includes work with Kiwanis and the Chamber of Commerce.

expand
Headshot
Mike Thomas Investment Registered Rep 506 South 10th Ave Caldwell, ID 83605 208-899-8468
expand

Mid-Columbia Gorge

Headshot
John C Brunk Sr Financial Advisor 316 E 3rd St The Dalles, OR 97058-2204 541-298-6646

John C. Brunk is a Senior Financial Advisor with CB Financial Services offering comprehensive financial solutions.

John’s investment philosophy is to act as his client’s personal trusted advisor. Through a process of active listening, he aims to foster a personal relationship with his clients. Only after establishing their goals and objectives does John offer multiple solutions tailored to meet his clients’ expectations.

Prior to joining CB Financial Services, John served as a registered representative at MetLife. He is a member of the Columbia Gorge Community College Foundation Board and an active member in the Hood River community.

expand

Portland Metro and East Multnomah Counties

Headshot
Tim C Viohl Sr Financial Advisor 19550 Molalla Ave STE 139 Oregon City, OR 97045 503-454-3388

Tim currently serves as a Senior Financial Advisor with CB Financial Services, and consults with customers throughout the Portland and Vancouver regions. In this role, Tim provides customers financial solutions and options that fit their individual needs and goals.

Tim believes in building long-term relationships with his clients by paying close attention to their needs and advising them throughout the various life stages. He has expertise in many areas of investing and financial planning.

Tim graduated from Westmont College with a BA in economics and business. He currently volunteers for Friends of Tigard Basketball.

expand

Salem Metro

Headshot
Jill M McReynolds Sr Financial Advisor 550 Center St NE Salem, OR 97301 503-315-2817

Jill McReynolds is a Vice President and Senior Financial Advisor for the Salem, Oregon region. Jill’s customized services focus on guiding and advising clients through their current and future financial planning needs.

Jill’s experience is in retirement planning and retirement account management. She prides herself on genuinely understanding a client’s needs and goals to design a custom financial plan.

Through the years, Jill has developed a philosophy that part of building trusting banking relationships is being a part of a strong community. She has volunteered her time with many organizations including Habitat for Humanity, Salem Friends of Felines, Family Building Blocks and Shangri La.

expand

Willamette Valley and Central Oregon Coast


Willamette Valley

Headshot
Glenn Barker Sr Financial Advisor 401 E Main St Mollala, OR 97038 503-399-2935

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 relationships 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.

expand
Headshot
Carleen M Dunagan Sr Financial Advisor 506 SW Coast Hwy Newport, OR 97365 503-399-3963

Carleen Dunagan is a Senior Financial Advisor for the Willamette Valley and Central Coast Regions. Carleen focuses on advising clients through their specific financial goals by presenting them with a full financial plan and product options.

With an extensive background in insurance, Carleen’s particular area of focus is in long-term care financial planning. Carleen believes in creating trusting, reliable relationships with her customers and strives to establish and maintain them through generations.

Carleen brings years of experience to her position, working in various areas including insurance, variable life, securities and now advising. Carleen has previously volunteered at several community and volunteer organizations including Rotary, Family Building Blocks, and the Humane Society.

expand

Washington and Yamhill Counties

Headshot
Dick Rapp Sr Financial Advisor 15340 SW Royalty Pkwy King City, OR 97224 503-454-3487

Richard serves as a Senior Financial Advisor for CB Financial Services, offering customers of Washington and Yamhill counties comprehensive financial guidance. When it comes to client relationships, Richard believes that open communication is the key to maintaining trusting, long-lasting partnerships. He has developed knowledge in retirement planning and helping clients with their income and financial needs. Richard attained a BA from the University of Rhode Island. He has devoted much of his time to the local community by participating in Kiwanis, coaching high school football and wrestling and is an elder in the Presbyterian Church. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® ​and Certified Financial Planner™ in the U.S.

expand

South Idaho

Headshot
Ronald C DeNova Investment Registered Rep 414 Church St Sandpoint, ID 83864 208-448-0150
expand
Headshot
Trudy Leen ICI Manager 414 Church St Sandpoint, ID 83864
expand

North Idaho

Headshot
Mike Thomas Investment Registered Rep 506 South 10th Ave Caldwell, ID 83605 208-899-8468
expand


connect nearby or online

Click to Share Your Location

We'll find a branch near you. You can also visit the locations page or contact us.

Consider This



Wealth Management Solutions:  • Private Banking  • Professional Banking  • CB Financial Services1  • Trust and Investment Services2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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.
2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.