Washington CB Financial Services

Our Financial Advisors service distinct geographic market areas. Below you will find a biography for each, along with the area they serve, and how to contact them.

King County and Northern Washington

Tom Godwin, AIF®
Vice President, Senior Financial Advisor

Tom Godwin

  C 206-730-9522

  723 Haggen Drive
  Burlington, WA 98233

Tom Godwin is a Senior Financial Advisor with CB Financial Services who brings over 25 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 around 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 pursue 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.

Olympia & Thurston County

Kurt Chase, CFP®, CLU
Senior Financial Advisor

Kurt Chase

  P 360-456-7768

  665 Woodland Square
  Loop SE
  Lacey, WA 98503

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 knowlege in various areas of investing through his experience on offering comprehensive financial services. He received an MBA from St. Martin’s University.

Pierce Counties

Adriane Sasaki
Senior Financial Advisor

Adraine Sasaki

  P 253-348-0053

  1301 A St.
  Suite 800
  Tacoma, WA 98042

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.

North Pierce and South King County

Brooke Baker
Financial Advisor

Brooke Easter P 253-318-5598

 1250 Meridian E,
 Milton, WA 98354

As Financial Advisor for CB Financial Services, 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 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.

South Pierce County

Chas Wilson
Vice President, Senior Financial Advisor

Chas Wilson P 253-512-6490
 C 253-380-8674

 6202 Mt. Tacoma Dr. SW
 Lakewood, WA 98499

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.

Tacoma

Rhonda Arnett, CFP®, CPA, CEPA
Vice President & Senior Financial Advisor

Rhonda Arnett

  P 253-396-6967
  C 253-310-2237

  1301 A Street
  Ste 800
  Tacoma, WA 98402

 

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 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.

Drew Henrickson, CFP®, CEPA
Vice President & Senior Financial Advisor

Drew Henrickson

  P (253) 305-1908
  C (253) 341-1729

  1301 A Street
  Ste 800
  Tacoma, WA 98402

 

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 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.

Eastern Washington

Joe Kelly
Financial Advisor

Joe Kelly C 509-491-0647

 139 Gage Blvd.
 Richland, WA 98352

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, 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.

Pennisula Region

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

Administration

Nancy Almond
Senior Vice President & Program Manager

Nancy Almond

  P 253-305-1511
  C 253-863-8777

  1301 A St.
  Suite 800
  Tacoma, WA 98042

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 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.

Merry Dooley, CFP®
Financial Planning Specialist

Merry Dooley

  P 253-305-1533

  1301 A St.
  Suite 800
  Tacoma, WA 98042

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®, 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.

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.