CB Financial Services advisors provide you with comprehensive financial planning services. Your Financial 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.
Tom Godwin is a Senior Financial Advisor with CB Financial Services1 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 Masters Degree in Economics.
Kurt is a Senior Financial Advisor with CB Financial Services1. In his role Kurt focuses on the Puget Sound Region, providing clients with financial experience 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 on offering comprehensive financial services. He received an MBA from St. Martin’s University.
Adriane Sasaki serves clients as a Senior Financial Advisor with CB Financial Services1. 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.
Michael D. Henson is a VP, Senior Financial Advisor at CB Financial Services1 supporting Tacoma, Lakewood, Spanaway, Gig Harbor and the Kitsap Peninsula. Michael is focused on helping clients achieve financial security while striving to simplify and explain financial products and services for his clients. Michael brings many years of experience to his role with CB Financial Services. He began his career at Columbia Bank, serving as Assistant Vice President, Branch Manager for 14 years. He also worked at Edward Jones as a financial advisor for five years.
Michael has participated in various community organizations including Graham Business Association and the Rotary Club of Federal Way. He is currently involved in a number of volunteer organizations such as the Read2Me program organized by Tacoma Community House and the YMCA of Pierce and Kitsap counties. Michael is a graduate of the University of Puget Sound with a Bachelor of Arts degree in business administration with an emphasis in economics.
As Financial Advisor for CB Financial Services1, Brooke Baker is responsible for providing clients in the North Pierce and South King County region 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 degree in Business Administration, Brooke’s experience 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.
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 State 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.
Rhonda serves clients as a Senior Financial Advisor and Certified Financial PlannerTM professional with CB Financial Services1, focusing her experience on wealth management.
Rhonda makes a priority of understanding her client’s 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 pursue the goals and dreams her clients envision. She believes it is important to value 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 Degree in Business Administration. After graduation, she passed the exam to become a Certified Public Accountant. In 2003, Rhonda obtained her Certified Financial Planner certification and continues to invest in her professional development through ongoing educational seminars and events.
Drew Henrickson serves clients as a Senior Financial Advisor with CB Financial Services1. 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 degree 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.
As a Vice President, Senior Financial Advisor with CB Financial Services1, Harold Boucher serves clients in Eastern Washington and Eastern Oregon. Harold offers financial, retirement and estate planning for clients through a comprehensive wealth management approach. Harold works with his clients on a long term approach to planning and development of sound, custom tailored investment strategies to help meet the needs and objectives of his clients.
Harold is results driven and believes in providing a plan that benefits both his clients and the community. Harold's area of experience lies in comprehensive wealth management resulting in a disciplined approach to the strategies selected and in partnering with other team members to collaborate, communicate and execute plans and strategies for the benefit of our clients.
Harold graduated from Oregon State University with a degree in business and economics.
Kathy Anson serves as Senior Financial Advisor for CB Financial Services1 supporting Spokane and North Idaho. Kathy is responsible for helping lead clients toward sound financial solutions and educating them on personalized investment strategies and services. Kathy develops trustworthy partnerships with her clients, helping them to fully understand and remain comfortable with all financial recommendations while keeping them informed of potential challenges and financial gains along the way.
With more than 25 years in the financial services industry, Kathy is knowledgeable in helping to create financial retirement plans and finding personalized solutions that help meet individual and family needs throughout each phase of life. Prior to joining CB Financial Services, Kathy served as a Financial Advisor for Prudential.
Kathy is a graduate of Eastern Washington University and holds a Bachelor of Arts degree in Business Administration - Professional Accounting. She also serves as Secretary and Investment Committee member on the Fairmount Memorial Association board.
Please contact CB Financial Services with questions at 877-305-0056
As Vice President, Manager of Financial Planning Center for CB Financial Services1, Merry Dooley supervises the production of all financial plans created for the program. As a Certified Financial Planner® professional, Merry develops comprehensive financial plans for high net worth clients and business owners in the Pacific Northwest. Merry has over 18 years of experience in the industry and is also a Certified Wealth Strategist® practitioner. She enjoys providing clients with holistic financial planning, which includes in-depth analysis of cash management, goal-funding, asset allocation, risk management and estate planning. As a National Social Security Advisor® certificate holder, Merry also educates individuals on the social security strategies they can utilize to help maximize their retirement income.
Prior to joining CB Financial Services in 2012, Merry spent eight years at Ameriprise Financial and three years at Edward Jones as a Financial Advisor. Merry is a graduate of Washington State University with a Bachelor of Science in Environmental Science and Education; with a minor in Music.
As Senior Vice President, Program Manager with CB Financial Services1, Stephen Poole is responsible for creating consistent and scalable offerings for clients, as well as expanding and integrating retail bank and wealth management services. His simple approach to financial relations involves putting client goals and interests at the top of his priority list.
Stephen has over 20 years of experience in financial services and holds a designation as a Certified Wealth Strategist (CWS). His experience includes nine years at Cetera Financial Group as a wealth management and advisory business consultant. His areas of experience include trading, trusts, estate planning, project management, compliance and financial planning. He is a graduate of the University of Hawaii at Manoa with a Bachelor of Arts in political science and holds certificates in project management from University of California, Berkeley, and financial planning from Boston University.
Jon Winegrad is a Vice President and Wealth Manager with CB Financial Services1. Jon is responsible for improving the effectiveness and scale of the financial services platform by guiding the advisors who serve our valued clients. He work closely with the CB Financial Services team to help them create a consistent and repeatable process – while building client relationships based on integrity and trust. Jon is focused on creating continuous improvements that will allow CB Financial Services to enhance the lives of each of our valued client.
Jon is a graduate of the University of Massachusetts and received his MBA from the University of Phoenix. He is a veteran of the financial services industry having work with investment programs, insurance providers and wealth advisors for over 20 years. He was raised in the Boston area but has been a resident of Washington since 1990. Jon is active in his community and serves as a volunteer for Youth with a Mission and Homes of Hope and supports the efforts of humanitarian effort throughout the world.
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.
Patrick Hale is a Senior Financial Advisor with CB Financial Services1 helping clients achieve their long-term success with strategic counsel toward financial planning and guidance with investment portfolios. His focus is on wealth accumulation for working clients and then a steady transition toward income generating assets throughout retirement. A firm believer in truly listening to his clients, Patrick works to ensure that the collaboration with the client results in long-term success.
Patrick serves clients throughout the Portland, Oregon market and is a proud graduate of Western Oregon University.
Amy Jamison serves as a Senior Financial Advisor for CB Financial Services, supporting southern Idaho and eastern Oregon. Amy is responsible for helping lead clients toward sound financial solutions and educating them on personalized investment strategies and services. Amy develops trustworthy partnerships with her clients, helping them to fully understand and remain comfortable with all financial recommendations while keeping them informed of potential challenges and financial gains along the way.
With many years in the financial services industry, Amy is knowledgeable in helping to create financial retirement plans and finding personalized solutions that help individual and family needs throughout each phase of life. Prior to joining Columbia Bank, Amy served as a financial advisor for Umpqua Investments in Ontario, Oregon.
Amy was raised in eastern Oregon and has lived in southern Idaho since 1994. She currently serves on the board of directors for Hope Pregnancy Center in Ontario, Oregon. She has also volunteered as a mentor for Hope Pregnancy Center and as a club leader for the Payette County 4-H program.
John C. Brunk is a Senior Financial Advisor with CB Financial Services1 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.
Glenn is a Senior Financial Advisor with CB Financial Services1. He specializes in developing personal financial strategies for clients in the Willamette Valley and Central Oregon regions.
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.
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.
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