Processing of mail and physical checks may be delayed due to shelter-in-place from COVID-19. We encourage our clients to set up electronic funds transfer service (ACH) to allow funds to be transferred electronically between your UI and bank accounts. It is secure and convenient!

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.