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
- New Year’s Day — January 1, 2021
- Martin Luther King Jr. Day — January 18, 2021
- President’s Day — February 15, 2021
- Memorial Day — May 31, 2021
- Independence Day (observed) — July 5, 2021
- Labor Day — September 6, 2021
- Indigenous Peoples’ Day — October 11, 2021
- Veterans Day — November 11, 2021
- Thanksgiving Day — November 25, 2021
- Christmas Day — December 25, 2021
At this time, we are not presenting any in-person seminars in an effort to ensure the health and safety of our members and employees as we continue to experience the impact of COVID-19.
If you would like us to contact you when the next seminar or event becomes available, please provide your information below.
Get the simplicity of an everyday account with no monthly fees and no minimum balance requirements. Plus get access to over 60,000 surcharge-free ATMs and digital access for account management, transfers, mobile deposit, Zelle® and more.Open an account today
It takes a great loan to get into a great home. We can get you settled in for less with affordable borrowing options. Our local team of mortgage experts is here to help you every step of the way.Learn more and apply
Whether you’re saving for college, planning for retirement, or setting money aside for the future, success is in reach. With your goals in mind, we develop personalized solutions to help create a sound financial plan.Learn more and speak with a financial advisor today
About Our Team
Claim to Fame
What Motivates Us
Lending should be very personalized because one size does not fit all. I’ll take the time to customize a loan for your unique needs.
I want to hear your story so I can help you achieve your goals and dreams. I have personally renovated and sold many homes in addition to building a few custom homes from the ground up, so I know that the mortgage process can be stressful if you don’t have the right team by your side. My goal is to give you the support and education you need so you can feel confident and powerful while buying or refinancing your home.
My experience includes 17 years of lending and 30 years as a real estate investor. I’m a native Oregonian and a graduate of Oregon State University—I was born in Salem, grew up in Corvallis and moved to Bend in 1989. In my free time, you might find me gardening, reading a good book, spending time with my three daughters or cheering in the stands at a local sporting event.
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.
I partner with local business owners to provide holistic solutions to their current and future needs.
Helping your business thrive is my focus. I have more than 15 years of experience in commercial and consumer banking, including investment real estate, owner-occupied real estate, operating/working capital lines of credit and practice finance. Collaboration is the key to developing strategies that will help your business grow. When we work closely together, we can ensure your business receives the right types of financial support throughout its evolution.
My family and I are long-time members of the Gresham community. We like to take advantage of Oregon’s beauty by camping, hiking and visiting the coast. I also enjoy golfing at community events and local fundraisers.