David & David
Advisor David & Client David work through the market downturn and keep their eye on the prize: retiring by age 50.
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A Little About David
David joined Umpqua Investments with his team consisting of Tinh Nguyen, Douglas Eikenberry and their assistant Colleen Schriever. David, Doug and Tinh have a combined total of over 50 years experience as financial advisors. Their business is focused on high net worth individuals, business owners, corporate and charitable foundations. The team’s specialties include investment management, retirement planning, education planning, managing concentrated equity positions, insurance planning and liability planning.
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Quick Facts
- Location: Portland
- Average Years With Clients: 10
- Ideal Weekend: Golfing, running, hiking, and visiting Portland's many kid-friendly places with the family.