Solid Financial Services in Seven States
At CB Financial Services, I focus on helping families protect their finances, grow their wealth, and take control of their future. My expertise is in life insurance with living benefits, fixed index annuities, and financial education. I serve clients in Minnesota, Wisconsin, Texas, Colorado, Pennsylvania, Maryland, and North Carolina, working mostly through Zoom but meeting in person when needed.
My business is built on real relationships and practical strategies that people can trust. If you want to understand how to protect your money while growing it safely, or explore starting your own financial services business with my guidance, contact me.
Real Protection. Real Education. Real Impact
My focus on real protection and education are my biggest differentials. My life insurance policies include living benefits, letting clients use their coverage if faced with serious illness. I offer indexed annuities that guard savings from market losses—options many don’t know about. Beyond products, I help people launch their own financial services careers.
I run my business independently but with the backing of World Financial Group. I rely on trust and referrals, not flashy ads, and I mentor others to build their own paths. This approach creates lasting change for clients and partners alike.
A Mission Born from Experience, Grown With Intention
I started this business in 2022 because I saw how many people lacked clear financial protection while alive. Too many relied on 401(k)s without knowing the risks or tax issues when life takes a turn. I wanted to change that by offering education and solutions that protect today and prepare for tomorrow.
I built CB Financial Services from the ground up, working from home and expanding across seven states. More than selling products, I mentor others to become agents and build their own businesses. This mission is about empowering people to protect their families and create real financial opportunity.