April 20, 2009 -
Local Banker Jeff Sumpter Named to Portland Business Journal's Top Forty Under 40 List
Sumpter, who has over 17 years of banking experience with 10 years in community banking, was previously the Chief Lending Officer for a local community bank and held various branch management and sales positions at a super-regional bank. Sumpter joined the team at Lewis & Clark Bank as a co-founder in 2006. "I was driven to work with key partners to launch a new organization built around an outstanding team of employees," commented Sumpter.
Sumpter is former President of Gladstone Rotary Club and is a member of the Oregon Bankers Association Lending Committee. Mr. Sumpter is also on the Board of Directors for the Oregon Business Development Corporation, the Board of Trustees for Willamette Falls Hospital Foundation.
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On May 7th, 24 attendees gathered at the Oregon Wine Reserve in Lake Oswego for an enlightening presentation on "Building Wealth Through Tax Strategies." Scott Bargaehr and Mark Grubbs shared advanced tax mitigation techniques and strategic financial planning insights. The event emphasized proactive tax planning and leveraging advisory teams for optimal wealth management. Attendees engaged in a lively Q&A session, exploring various tax strategies and current IRS conditions
Read more...Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.
Read more...We have entered into a definitive agreement to join forces with Maps Credit Union, a highly respected financial institution serving communities throughout the Willamette Valley.
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