UI will be closed on Wed, Nov 25th at 1:30 and Fri, Nov 27th at 10:30 in observance of Thanksgiving. We wish all of you and your families a safe and happy holiday!

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.