Our Financial Professionals
David R. Balk - Portland, OR
First Vice President - Investments
Wealth Advisor
- Phone: 503.546.2447
- Email: dbalk@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
David A. Carbiener - Eureka, CA
Vice President - Investments
- Phone: 707.444.6163
- Email: dcarbiener@umpquainvestments.com
- Address: 701 Fifth Street - Eureka, CA 95501
Douglas P. Eikenberry, CFP® - Portland, OR
First Vice President - Investments
Wealth Advisor
- Phone: 503.546.2412
- Email: deikenberry@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Shawn P. Gergen, CFP® - Eugene, OR
First Vice President - Investments
Wealth Advisor
- Phone: 541.517.4977
- Email: sgergen@umpquainvestments.com
- Address: 675 Oak Street, 2nd Floor - Eugene, OR 97401
Mark Hwee, AAMS® - Portland, OR
First Vice President - Investments
Wealth Advisor
- Phone: 503.546.2478
- Email: mhwee@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Brian Joelson - Portland, OR
First Vice President - Investments
Wealth Advisor
- Phone: 503.546.2431
- Email: bjoelson@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Jeffrey D. Kantor, CWS® - Portland, OR
Senior Vice President - Investments
Wealth Advisor
- Phone: 503.546.2442
- Email: jkantor@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Collin Lindsey - Portland, OR
Vice President - Investments
- Phone: 503.534.5494
- Email: clindsey@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Douglas E. Lindsey - Portland, OR
Senior Vice President - Investments
Branch Manager
Wealth Advisor
- Phone: 503.534.5483
- Email: dlindsey@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Justin Lindsey, APMA® - Portland, OR
Vice President - Investments
Senior Portfolio Manager
Wealth Advisor
- Phone: 503.534.5482
- Email: jlindsey@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Michael McGarry, CRPS® - Portland, OR
Financial Advisor
- Phone: 503.546.2425
- Email: mmcgarry@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Bill McShane - Portland, OR
Senior Vice President - Investments
- Phone: 503.546.2439
- Email: bmcshane@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Keith Morgan, AWMA® - Portland, OR
Senior Vice President - Investments
Wealth Advisor
- Phone: 503.534.5491
- Email: kmorgan@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Donald F. Murray - Portland, OR
Vice President - Investments
- Phone: 503.546.2417
- Email: dmurray@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Tinh T. Nguyen - Portland, OR
First Vice President - Investments
Wealth Advisor
- Phone: 503.546.2429
- Email: tnguyen@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Duane J. Rodewald - Portland, OR
Senior Vice President - Investments
Wealth Advisor
- Phone: 503.546.2422
- Email: drodewald@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Kevin G. Sahli - Portland, OR
Senior Vice President - Investments
- Phone: 503.546.2434
- Email: ksahli@umpquainvestments.com
- Address: One SW Columbia Street, Suite 300 - Portland, OR 97204
Mark Tompkins, CRPC® - Kennewick, WA
Assistant Vice President - Investments
- Phone: 509.491.6839
- Email: mtompkins@umpquainvestments.com
- Address: 8121 W. Grandridge Blvd - Kennewick, WA 99336
John P. VanScholten - Eugene, OR
Senior Vice President - Investments
- Phone: 541.349.5495
- Email: jvanscholten@umpquainvestments.com
- Address: 675 Oak Street, 2nd Floor - Eugene, OR 97401