CB Financial Services
Protecting Futures. Empowering Lives.
Secure Your Financial Future With Confidence
At CB Financial Services, I focus on protecting your assets and helping you build lasting wealth. My approach combines practical financial products with education and personalized support tailored to your unique needs.
Whether you're planning for retirement, looking for life insurance with living benefits, or exploring new business opportunities, I provide clear guidance and tools to help you take control of your financial path.
Protection Meets Financial Growth
Explore the key ways I focus on practical financial strategies, personal growth, and flexible service to meet your needs and support your goals every step of the way.
Personal Wealth Safety Plans
I tailor protection strategies that fit your life and goals, focusing on your family’s security and your financial peace of mind.
Life Insurance With Benefits
Access benefits while you’re alive—my life insurance policies offer protection when you face major health challenges.
Retirement Plans That Work
Secure your retirement with tools that guard your savings from market loss and keep your future stable.
Build Wealth Safely
Grow your money with confidence using smart financial products designed to protect against sudden downturns.
Mentorship For New Agents
I support and guide new agents, helping them build their own financial businesses through proven mentorship.
Flexible Virtual And In-Person
Work with me on your terms—meet virtually or face-to-face so you get the service you need, wherever you are.
Get to Know My Why
I started CB Financial Services to give people the clarity and protection I once needed. My work is rooted in personal experience, built on trust, and driven by the belief that everyone deserves real options—not just sales pitches.
From working at my kitchen table to mentoring agents in seven states, I’ve stayed focused on one thing: helping others create financial stability and long-term opportunity—for themselves and their families.