Mark Tompkins joined Umpqua Investments in 2014, bringing with him over 34 years of solid banking and financial investment experience. Using a direct and honest approach, Mark guides high net-worth individuals and business owners through the intricacies of wealth management so they can protect the assets they’ve worked so hard to build. He takes the time to understand every facet of his clients’ financial needs, including retirement planning, asset allocation, income generation and trust and estate planning. This ability to see the big picture allows Mark to develop personalized financial solutions that are both insightful and well informed.
Mark is a native Oregonian and avid outdoor enthusiast. On any given weekend, you’ll find him fishing, skiing or hitting the hiking trails with his wife, Margaret. They currently make their home in the picturesque town of Prosser, Washington, where Mark is exploring opportunities to give back to his new community.