Our Medford office has moved! Come visit us in our new home at the Umpqua Bank building, 1211 E. McAndrews Road, 2nd Floor, Medford, OR 97504.

J. Eric Field, CFP®, CIMA®
Chief Executive Officer

Jeani Winterbourne, CRPC® 
President/Chief Operating Officer


Umpqua Investments

Ninety years in the making, Umpqua Investments is a part of Umpqua Holdings Corporation. The Umpqua name stands for integrity, service and innovation in financial services. We have a common sense approach to investment services: Working together.