Clement E. A. Richardson
Napa, CA
Lyn Hennion
Medford, OR
Tinh T. Nguyen
Portland, OR
Trevor J. Looney
John joined Umpqua Investments in February of 2009 after sixteen years investment advisory experience with Smith Barney.John…
Scott joined Umpqua Investments in 2000 to manage the fixed income trading desk. Scott is the Municipal Bond Principal for the firm.
He…
David joined Umpqua Investments in 2009 as part of a team consisting of Tinh Nguyen, Douglas Eikenberry and their assistant Colleen Schriever.…
As a financial advisor with Umpqua Investments, Tony can offer you a wide range of services, from helping you select individual investments to…
David Carbiener is a Financial Advisor that enjoys working with individuals, small businesses, and non-profit organizations. His practice emphasizes…
Jeff’s approach to investing is based on a time-tested way of doing business. He offers his clients sound investment counsel based on…
Arron creates strategies to help solve financial challenges by utilizing planning resources, research analysts, economists, and market experts. …
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,…
With over 27 years of experience in the investment industry, Jeff specializes in all income producing investments. Prior to joining Umpqua Investments,…
Named three times by Worth magazine to their list of the “Best Financial Advisers” in the country, Lyn Hennion has also been…
As an experienced financial advisor, Evan enjoys working with new and existing clients to achieve their financial goals. His practice…
Kyle’s business practice and investment philosophy is simple: listen to the customer, help them identify their needs, their goals and…
Mark brings a unique perspective to financial advising after spending six years in marketing and advertising as a senior account executive with…
Jeff provides customized goal-oriented financial planning and investment services for individuals and organizations who do not have the time,…
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 has teamed with his son, Justin Lindsey, for over ten years. Their practice focuses on providing customized financial advice…
Justin Lindsey and his father Doug Lindsey joined Umpqua Investments, Inc. in 2009 along with their Registered Assistant Melissa Kiser. Prior…
Trevor credits his success in financial planning to his varied background and experience in the investment industry.
He employs…
Dennis has over 30 years experience in the investment business advising high- net worth individuals, retirement plans, 401K’s and IRA’s in asset…
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 the trusted advisor for families, individuals and small business owners, as well as friends and associates. He…
Dan is a Senior Vice-President and has been an investment advisor since 1980. His overall objective is to help clients become, and remain, financially…
Don attended Gonzaga University in Spokane, Washington and graduated from the University of California Los Angeles with a Bachelor of Arts degree…
As a Vice President and Senior Financial Advisor, Steve provides trusted conservative financial advice to address the multi-faceted needs of a…
Tinh joined Umpqua Investments in 2009 as part of a team consisting of David Balk, Douglas Eikenberry and his assistant Colleen Schriever. Between…
What is your life vision? What do you want to accomplish with the time you have remaining? If money were no object,…
An investment advisor since 1991, Don brings his experience and a reputation for honesty and quality in his work to every client relationship.…
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…
John Van Scholten, Senior Vice President- Investments, is committed to helping each of his clients define their long-term financial goals, assess…
Bill Wetmore has been a broker for more than 50 years, beginning his career in 1950. His clients benefit from his wisdom and the experience…
Specializing in developing financial plans and implementing customized investment solutions, Kevin assists high net worth clients in achieving…
Jason Yaeger, Vice President, Investments – Senior Financial Advisor at Umpqua Investments since 2001. Jason utilizes his knowledge…