Bend, OR 97703 Get directions
You will feel positive energy when visiting our branch, located in the heart of downtown Bend. We offer a cozy, welcoming atmosphere and the most knowledgeable banking staff in Central Oregon. Plus, there is free parking available in the garage next door.
- Open an account
- Apply for a loan
- Meet with a Mortgage Loan Officer (by appointment)
- Speak with a Financial Advisor (by appointment)
- Make ATM deposits
- Use our coin-counter
- Notary Services
About This Location
Schedule a Branch Appointment
- Christmas Day (observed) — December 26, 2022
- New Year’s Day (observed) — January 2, 2023
- Martin Luther King Jr. Day — January 16, 2023
- Presidents' Day — February 20, 2023
- Memorial Day — May 29, 2023
- Juneteenth — June 19, 2023
- Independence Day — July 4, 2023
- Labor Day — September 4, 2023
- Indigenous Peoples’ Day — October 9, 2023
- Veterans Day — November 11, 2023
- Thanksgiving Day — November 23, 2023
- Christmas Day — December 25, 2023
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About Our Team
Claim to Fame
What Motivates Us
I am committed to making your home lending experience enjoyable by listening, communicating and engaging you in the process.
With more than 25 years of banking and credit union experience, I have the knowledge and expertise to help make your home purchase or refinance successful, while developing partnerships with everyone involved. I understand buying or refinancing a home is one of the biggest financial decision you will make, and I am committed to support you through every step of the process.
I am a native Oregonian and have lived in Central Oregon for the past 20 years. I enjoy being outside in the sun, traveling with my daughter, attending college football games with the hubby, and spending quality time with my family and friends. I am a believer in investing in my community, volunteering and providing financial education to our youth and community members so they can meet their financial goals—big and small.
Donald "DJ" Kerr III, CFP®
Helping people align their finances with their story is my passion. Think of me as a guide who will help you make wise financial decisions based on your vision and values.
As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team accomplishes this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies. We start by helping families answer the following questions: How much is enough? Do I have enough? What do I do next?
I am also passionate about helping you align your investment decisions with your core beliefs so you are confident that your investments not only support your goals, but industries and causes that are dear to you.
I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner insuring that your best interests are always put first. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license.
When I’m not at the office, my family and I love spending time in the great outdoors of central Oregon. We are active in our four children’s sports teams and enjoy the great fellowship of our church community.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
To best help my members, I live by the philosophy: place yourself in others’ shoes.
With 16 years of banking experience, 10 in retail baking and over six in business lending roles, my diverse industry background grants me the ability to take a holistic approach when working with our business members. I thrive on working with others to solve problems and greatly enjoy working with organizations who contribute to the fabric of our local community!
I was born and raised in Minnesota or as the locals call it—the North Star state. Without question, growing up in Minnesota has made me the person I am today. During my time in Oregon, I had a radio show on KSLC at Linfield University before streaming radio widely existed. Now, I love living in Central Oregon with immediate access to live music, camping, boating, rafting and some of the best nighttime stargazing skies in all of the USA! When I’m not enjoying any Oregon scenic viewpoint, you can find me volunteering at Habitat for Humanity, United Way, and most recently, OnPoint’s Diversity, Equity, and Inclusion council.