Donna is a highly qualified client relationship manager with years of experience as both a nationally recognized client relationship manager and co-founder and manager of a large regional bank’s Private Banking group.

During her 34 years in the financial services industry, she has developed extensive expertise in wealth management solutions, including estate planning, complex credit issues, banking services and customized investment services. Her focus has always been and continues to be the client.

Donna attended the University of Oregon and graduated from the Pacific Coast Banking School at the University of Washington.

As a fourth generation Oregonian, Donna is passionate about her community and is dedicated to giving back. She currently serves on the board of Girl Scouts of Oregon and SW Washington and Providence Cancer Research Center Leadership Cabinet and has held board positions with Portland Center Stage, YWCA, BodyVox and NW Business for Culture and the Arts. In her free time Donna enjoys travelling, golfing and riding motorcycles.

Jennifer, a highly qualified client relationship manager, has 30 years of experience in the financial services industry. She has extensive expertise in wealth management solutions, ranging from estate planning, complex credit issues, banking services and customized investment services. Her focus has always been and continues to be the client.

Jennifer attended the University of Utah and graduated from Cannon Trust School, where she obtained her Certified Trust Financial Advisor accreditation.

Part of Jennifer’s community outreach is working with charitable organizations on planned giving strategies to increase their donor base and endowments. She is currently active with Stand for Children, Gresham Center for the Arts and Mt. Hood Repertory Theatre.

Mike Lair, Vice President and Trust Relationship Manager at Umpqua Private Bank, is a Chartered Financial Analyst and a Certified Trust & Financial Advisor. Mike has over thirty years of experience in the trust and investment industry where he has excelled at providing solutions to individuals, foundations and corporations for their complex investment, trust and estate planning needs. He has been a pioneer in the Wealth Management arena, playing an integral part in establishing private banking, trust and investment services at other institutions throughout his career. Mike prides himself on building strong connections with his clients and partners that lead to valuable, long-term relationships.

Mike earned his Bachelor of Arts degree in Political Science from University of San Francisco and his Masters of Business Administration from Saint Mary’s College in Moraga, California.

Mike has three children and three grandchildren. He enjoys spending time with his family, is a passionate runner and appreciates the great food and wine of the Pacific Northwest.

Rex has over 10 years of experience working with high net worth individuals, families, executives and business owners at one of the nation’s largest financial institutions. An accomplished relationship manager, he has expertise in complex credit issues, investment management, estate & financial planning and banking services.

A graduate of The Evergreen State College, he is a community member focused on the arts. Rex spends his free time as a musician and recording engineer, while also enjoying golf and basketball.

Charissa Anderson, Vice President and Private Bank Advisor with Umpqua Private Bank, is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds NASD Series 7 and 66 securities registrations.

Charissa has over ten years of experience in wealth management solutions, including estate planning, complex credit issues, banking services and customized investment services.

Charissa earned her Bachelor of Science in Psychology from Portland State University, and she earned an Executive Certificate in Financial Planning from University of Portland’s Pamplin School of Business Administration. She is also a member of the Oregon and Southwest Washington chapter of the Financial Planning Association.

In her free time Charissa enjoys traveling, wine tasting and is a self proclaimed “foodie”. She volunteers with Financial Beginnings, which provides financial education to youth and young adults.

Pradeep Tempalli, Vice President and Financial Planner with Umpqua Private Bank, is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds NASD Series 7 and 66 securities registrations, and the Oregon Life and Health insurance licenses. He is also an ACCREDITED WEALTH MANAGEMENT ADVISOR^SM designee.
Pradeep has five years of experience in financial planning and wealth management for high net worth individuals. He works in conjunction with Umpqua Private Bank Relationship Managers to help clients with financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Prior to joining Umpqua Private Bank, he was a Private Banker at a leading financial institution where he was named one of the top performing bankers in Oregon and SW Washington.
Pradeep earned a BS degree from College of Agriculture in Pune, India. He attended Oregon State University and completed graduate coursework in Crop Science and Biotechnology. He also holds an Executive Certificate in Financial Planning from University of Portland. He is a member of the Financial Planning Association (FPA^®).
In his spare time, Pradeep enjoys spending time with his wife and two cats. He also enjoys cooking and driving along the Oregon Coast.

Chris is a highly qualified Assistant Relationship Manager with over 6 years of credit analysis experience. For the past 3 years, Chris has worked exclusively with Private Bank clients, offering highly sophisticated credit solutions. His credit analysis experience includes underwriting individuals, commercial real estate, non-profit organizations, and professional service companies. In his role as Assistant Relationship Manager with Umpqua Private Bank, Chris assists the Relationship Managers with the underwriting and processing of all credit requests. He works to creatively problem solve and adapt to our clients’ unique needs.

Chris has a Bachelors degree from Arizona State University and earned his Master's degree in Business Administration from Washington State University with a focus in Stakeholder Management. He and his wife and their three children make their home in West Portland. Chris enjoys spending time with his family, traveling and watching college football.

With more than 30 years of financial service experience, Geri George joined the Umpqua Private Bank team in 2003. Geri is a highly qualified private bank relationship specialist focusing on high touch client service. Her specialties include office management and event planning.

Community involvement plays a significant role in Geri’s life. She actively participates in CASA, Girls Inc, School House Supplies, her church and local area schools. Geri prides herself on having achieved 40 hours per year in the “Connect” volunteer service program at Umpqua Bank for many years.

Additionally, she enjoys gardening, walking, and especially spending time with her friends and family.

Sarah has more than 12 years experience in financial services. In her role as Relationship Specialist with Umpqua Private Bank, Sarah provides deposit and lending solutions to high net worth individuals, professional corporations, and non-profit organizations while supporting the Private Bank Relationship Managers.

Sarah’s attention to detail has helped her provide clients with an outstanding level of service. She exceeds client expectations by utilizing the internal and external partnerships she has developed over the years.

Sarah’s passion for community and desire to give back have led her to service roles with the Girl Scouts of America where she spends one week a year acting as a camp leader at Girl Scouts day camp.

Sarah and her husband make their home in Oregon City where she enjoys spending time with friends and family. She enjoys spending time on the Northern Oregon coast.

Anna Bowers joined the Umpqua Private Bank team in May 2011. During her eight years in the financial services industry, Anna has enjoyed a variety of different roles, ranging from branch management to business development, always with a focus on providing phenomenal customer service. As a Client Service Associate with Umpqua Private Bank, Anna specializes in working with high net worth individuals and businesses to provide prompt and comprehensive solutions for their complex financial needs while striving to make their experience as pleasant and seamless as possible. In addition, Anna works closely with her Private Bank Advisors and business partners to maximize satisfaction and create a meaningful relationship with each and every client.

When she is not working diligently to manage her clients’ wealth, Anna volunteers her time at charity events in the Portland Metropolitan area and supports her local small business community through her membership in the Beaverton Chamber of Commerce. Anna earned a Bachelor’s degree in Business Administration with a concentration in Finance from Gonzaga University and is currently pursuing her NASD Series 7 license.

Kelley Dickson joined the Umpqua Private Bank team in 2011 bringing over 5 years of experience in Wealth Management, with a focus in Mortgage Origination.

As a Client Service Associate with Umpqua Private Bank, Kelley specializes in working with high net worth individuals, professional corporations, and non-profit organizations to provide timely and comprehensive solutions for all of their banking needs, while striving to make their experience as warm and seamless as possible. In addition, Kelley works closely with Private Bank advisors Donna Huntsman and Charissa Anderson to maximize client satisfaction and create a more valuable banking relationship.

Kelley grew up in the small community of Bainbridge Island, in Washington State. She graduated from Washington State University, in Pullman, WA with a Bachelor of Arts degree from the Edward R. Murrow School of Communication, with a focus in Marketing and Advertising. She is currently pursuing her NASD Series 7 License.

In her free time, she enjoys world travels, spending time with her family and friends, volunteering in our local community, drinking wine, riding her road bike, smiling and laughing, and being outside as much as she can.