Clement E. A. Richardson
Santa Rosa, CA
Lyn Hennion
Medford, OR
Tinh T. Nguyen
Portland, OR
Brian Joelson
John works with individuals to help them understand and take control of their financial concerns. He also manages assets and provides…
Scott is Umpqua Investments' municipal bond principal. In this capacity, Scott provides the firm with a niche fixed income service…
David joined Umpqua Investments in 2009 as part of a team consisting of Tinh Nguyen, Douglas Eikenberry and their assistant Colleen Schriever.…
David Carbiener is a Financial Advisor that enjoys working with individuals, small businesses, and non-profit organizations. His practice emphasizes…
Jeff offers his clients sound investment counsel based on solid research, intellect and hard work. He specializes in constructing and implementing…
Arron uses planning resources, research analysts, economists, and market experts to create strategies that help solve financial challenges. …
Doug joined Umpqua Investments in 2009 as part of a team consisting of David Balk, Tinh Nguyen and his assistant Colleen Schriever. Between David,…
Shawn has been with Umpqua Investments Inc since 2006 as a Vice President-Investments and Senior Financial Advisor, Certified Insurance Counselor,…
Jeff has more than 28 years of experience in the investment industry and specializes in all income- producing investments, including municipal…
Lyn's work has earned accolades from Worth magazine, which chose her as one of the "Best Financial Advisers"…
Evan's practice focuses on providing customized wealth management solutions to individuals and businesses. Using a comprehensive…
Kyle’s business practice and investment philosophy is simple: listen to the customer, help them identify their needs, their goals and…
Mark believes in the importance of a solid financial plan that provides a platform for investing. He emphasizes sophisticated…
Brian focuses on establishing long-term relationships with high-net-worth individuals.
Prior to joining Umpqua Investments…
Jeff takes a holistic and proactive approach to providing financial services. He treats each client as a unique individual…
As an experienced financial and investment advisor, Carol guides individuals, business owners, corporate clients and non-profit organizations…
Robert specializes in serving the needs of individual investors as they work to achieve their long-term financial goals. Through a conservative…
Doug Lindsey and his son, Justin Lindsey, have been an advisory team for more than ten years. Their practice focuses…
Justin Lindsey and his father Doug Lindsey joined Umpqua Investments, Inc. in 2009 along with their Registered Assistant Melissa Kiser. Prior…
Dennis has over 30 years experience in the investment business advising high-net worth individuals, retirement plans, 401K’s and IRA’s…
We strive to foster multigenerational relationships that trust in our competency to make decisions, seen and unforeseen, so that clients may invest…
Michael began his financial career with Merrill Lynch in 1992 as a Financial Consultant and Peer Trainer. Prior to joining Umpqua Investments,…
Experience. Trust. Service. These are the fundamentals of Vice President - Financial Advisor Bill McShane's wealth management practice.
Bill…
Keith Morgan has been an advisor for families, individuals, and small business owners. He works closely with his clients and provides…
Dan's overall objective is to help clients become, and remain, financially independent through all types of economic conditions. When working…
Don attended Gonzaga University in Spokane, Washington and graduated from the University of California Los Angeles with a Bachelor of Arts degree…
Tinh joined Umpqua Investments in 2009 as part of a team consisting of David Balk, Douglas Eikenberry and his assistant Colleen Schriever. Between…
Ken focuses his practice and personal attention on helping clients achieve their life goals through successful financial strategies.…
Don brings experience and a reputation for honesty and quality work to every client relationship. He invests time with each client to understand…
Specializing in the development and implementation of long-term financial plans and strategies, Clement guides high net-worth individuals, corporate…
As an experienced Financial Advisor, Duane advises high net-worth individuals, business owners, corporate retirement plans and charitable foundations…
Kevin has been a Financial Advisor in the Portland area for 23 years providing his clients with investment services individually tailored to meet…
As an experienced financial advisor, Dave enjoys working with new and existing clients to protect and grow their investments. Dave primarily works…
Don joined Umpqua Investments in 2009 with over 30 years of experience as a financial advisor in Oregon, including twenty years with Smith Barney…
John Van Scholten, Senior Vice President- Investments, is committed to helping each of his clients define their long-term financial goals, assess…
Kevin specializes in developing financial plans and implementing customized investment solutions for high…
Jason Yaeger, Vice President, Investments – Senior Financial Advisor at Umpqua Investments since 2001. Jason utilizes his knowledge…