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CB Financial Services Team

Meet your CB Financial Services Team

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.


King County and Northern Washington

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Tom Godwin, CEPA, AIF® VP, Senior Financial Advisor
11201 SE 8th St Ste 100 Bellevue, WA 98004 phone: 425-456-8927

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.

CEPA
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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Olympia and Thurston Counties


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Kurt E Chase, CFP®, CLU Senior Financial Advisor
665 Woodland Square Lp SE Lacey, WA 98503 phone: 360-456-7768

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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP in the U.S.
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Pierce County

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Adriane M Sasaki Senior Financial Advisor
1301 A Street Tacoma, WA 98402 phone: 253-348-0053

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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Susan E Esser Associate Financial Advisor
1301 A Street Tacoma, WA 98402 phone: 253-305-1540

Sue Esser is an Associate Financial Advisor for CB Financial Services1, and is dedicated to advise and service clients within the bank’s entire footprint in Washington, Oregon and Idaho. Based out of Tacoma, Sue helps clients reach their financial goals through personalized investment planning and strategies. Her personal philosophy is deeply rooted in relationships and she believes the key to being successful is truly listening to her clients and getting to know them on a personal level to understand their wealth issues.

Sue has been involved in the financial services industry for more than five years, with previous roles at Edward Jones and the insurance industry. Most recently, she has been a valued team member with CB Financial Services located at Columbia Bank since 2012.

Sue believes in giving back to the community with prior involvement in various ministries and the Franklin Pierce Parent Teacher Association. She is currently involved with Soroptimist International of Tacoma, a volunteer organization working to improve the lives of women and girls throughout the world.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Micheal Henson Senior Financial Advisor
6202 Mount Tacoma Drive SW Lakewood, WA 98499 phone: 253-345-9685

Michael D. Henson is a Senior Financial Advisor at CB Financial Services 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.

 

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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North Pierce and South King Counties



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Brooke C Baker Senior Financial Advisor
2041 Auburn Way North Auburn, WA 98002 phone: 253-318-5598

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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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South Pierce County

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Chas Wilson VP, Senior Financial Advisor
6202 Mount Tacoma Dr SW Lakewood, WA 98499-1504 phone: 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 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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Tacoma


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Rhonda R Arnett, CFP®, CPA, CEPA SVP, Senior Financial Advisor
1301 A Street Tacoma, WA 98402 phone: 253-396-6967 other: 253-396-6967

Rhonda serves clients as a Senior Financial Advisor with CB Financial Services1 and is a Certified Financial Planner 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 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 Degree 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.

CEPA
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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP in the U.S.
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Drew Henrickson, CFP®, CEPA VP, Senior Financial Advisor
1301 A Street Tacoma, WA 98402 phone: 253-305-1908

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.

CEPA
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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP in the U.S.
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Spokane Washington


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Joe Kelly Financial Advisor
200 W. Neider Ave Coeur d'Alene, ID 83815 phone: 888-844-3356

As a Financial Advisor for CB Financial Services1, Joe Kelly is responsible for providing clients in the Spokane area 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, has 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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Peninsula Region

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

 



Administration

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Nancy Almond SVP, Financial Services Program Manager
1301 A Street Tacoma, WA 98402 phone: (253) 305-1511

Nancy has been helping individuals and business 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 business 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 Services1, 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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Merry H Dooley, CFP® VP, Financial Planning Specialist
1301 A Street Tacoma, WA 98402 phone: 253-305-1566

As a Financial Planning Specialist for CB Financial Services1, Merry utilizes her many years of experience 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®, Certified Financial PlannerTM and in the U.S.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP in the U.S.
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Central Oregon, Portland Metro and Washington Counties


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Damon M Mapes, CEPA VP, Senior Financial Advisor
1301 S A St Ste 700 Tacoma, WA 98402-4205 phone: 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 service, 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.

CEPA
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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Clackamas County and North Oregon Coast

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Edward C Ventham, MBA Senior Financial Advisor
1122 Duane St Astoria, OR 97103 phone: 503-554-7216

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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Eastern Oregon

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Amy Jamison Senior Financial Advisor
98 South Oregon Street Ontario, OR 97914 phone: 888-569-8823

Amy Jamison serves as Senior Financial Advisor for CB Financial Services, supporting southwest 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 more than 10 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, OR.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Mid-Columbia Gorge

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John C Brunk, CEPA VP, Senior Financial Advisor
316 E 3rd St The Dalles, OR 97058-2204 phone: 541-298-6646

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 help 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.

CEPA
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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Willamette Valley and Central Oregon Coast


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Glenn Barker Senior Financial Advisor
401 E Main St Mollala, OR 97038 phone: 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 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 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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Carleen M Dunagan VP, Senior Financial Advisor
506 SW Coast Hwy Newport, OR 97365
550 Center Street NE Salem, OR 97301 
phone: 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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Washington and Yamhill Counties

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Dick Rapp VP, Senior Financial Advisor
15340 SW Royalty Pkwy King City, OR 97224 phone: 503-454-3487

Richard serves as a Senior Financial Advisor for CB Financial Services1, 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®, Certified Financial Planner™ and in the U.S.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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North Idaho


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Joe Kelly Financial Advisor
414 Church Street Sandpoint, ID 83864
200 W. Neider Avenue   Coeur d'Alene, ID 83815
phone: 208-819-7664

As a Financial Advisor for CB Financial Services1, Joe Kelly is responsible for providing clients in the Northern and Central Idaho 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, has 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.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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South Idaho


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Amy Jamison Senior Financial Advisor
521 12th Ave So. Nampa, ID 83651 phone: 888-569-8823

Amy Jamison serves as Senior Financial Advisor for CB Financial Services, supporting southwest 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 more than 10 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, OR.

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.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and in the U.S.
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.

Check the background of our investment professionals on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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.


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