Movers & Shakers
CB Financial Services hires Schlenker as vice president and senior financial adviser
CB Financial Services, located at Columbia Bank (NASDAQ: COLB), today announced the hiring of Jeff Schlenker as vice president and senior financial adviser, serving clients in Eastern Washington and North Idaho.
He brings 20 years of experience to the role. Prior to joining CB Financial Services, Schlenker was vice president and program director at Washington Trust Bank’s investment services program in Spokane. Earlier in this career, he was senior vice president of Investment Services at HomeStreet Bank in Seattle.
“Jeff joins the team with an abundance of experience that will be of immediate value to our clients and communities,” said Jon Winegrad, vice president with CB Financial Services. “He adds important depth to our already proven and successful team of investment professionals.”
Schlenker stated, “I’m committed to understanding the latest investment solutions, and I’m passionate about helping individuals and business clients succeed. CB Financial Services’ dedication to personalized plans that help clients reach their financial goals meshes perfectly with my own philosophy. I focus on easy-to-comprehend advice, with a firm belief that everyone should be informed and understand their options.”
Schlenker is a graduate of the University of Phoenix and holds a Bachelor of Science degree in business administration with an emphasis in finance. He obtained his Associated Investment Fiduciary (AIF) designation and has completed Wharton Executive Education training at The Wharton School’s Aresty Institute of Executive Education.
Schlenker can be contacted at 509-344-9474 or 877-305-0056 and is located at 505 W. Riverside Ave., Spokane, Wash.
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