Happy Valley, OR 97015 Get directions
Located in a fast-growing area of Happy Valley, our branch offers short wait times and convenient drive-up teller service. We’re an enthusiastic team and we’d love to see you!
- 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
- Drive-thru teller
About This Location
Schedule a Branch Appointment
- New Year’s Day — January 1, 2022
- Martin Luther King Jr. Day — January 17, 2022
- Presidents' Day — February 21, 2022
- Memorial Day — May 30, 2022
- Juneteenth (observed) — June 20, 2022
- Independence Day — July 4, 2022
- Labor Day — September 5, 2022
- Indigenous Peoples’ Day — October 10, 2022
- Veterans Day — November 11, 2022
- Thanksgiving Day — November 24, 2022
- Christmas Day (observed) — December 26, 2022
- Loading Events
About Our Team
Favorite Lunch Spot
Lending is all about relationships. It’s a people business—a team sport. We partner with everyone to help make your journey as enjoyable as possible.
I enjoy helping people reach their goals, whether that means buying their first house, upgrading to their dream house, buying a rental property, or maybe refinancing after a major life event. With every transaction, I’m able to add enjoyment and/or reduce stress in a client’s life.
I speak English and Spanish and have volunteered to teach English as a Second Language classes. I’ve also taught First Time Homebuyer classes at the Portland Housing Center. I enjoy spending my free time with my wife, our daughter, and our new kitten and puppy.
Coleman Webb, CPFA, CFP®
No one knows what will happen in the future. You have to take a deep breath, embrace the unknown and stay focused on what’s important in life. Relax—I’ll help you manage the risk.
Trust and communication are the keys to building strong relationships and strong futures. I want to understand what is truly important to you so we can frame every decision through that lens. We will use a goals-based approach to develop a financial plan that helps you stay focused on what matters most to you. There is no “one-size-fits-all” approach to financial planning so you know you will get a plan that is customized just for you and your needs. My job is to always give you the best guidance for your unique situation so that you may reach the life and retirement you want.
I have helped families plan and execute their retirement vision since 2010. I hold a Bachelor of Science degree in Economics from Western Oregon University and am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I hold securities licenses Series 7, 6, 63 and 65 as well as the Oregon Resident Life and Health Insurance license.
In my free time, I enjoy hiking in the Pacific Northwest, working on DIY home projects and spending time with my wife, young daughter, and two dogs.
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.
Let’s work as a team and figure this out together.
Helping local businesses and organizations develop growth strategies is my favorite part of my work. I enjoy getting to know business owners personally and building long-term relationships with them. I’m here to help you navigate any obstacles and keep your business moving forward. With more than 10 years of banking experience, I specialize in real estate loans, operating and working lines of credit and equipment lending.
I’m involved in the local Filipino community and the Asian Pacific American Chamber of Commerce. While I’ve lived in other places like Virginia, Hawaii and the Philippines, Oregon is the place I truly consider home. My family and I enjoy running, camping and exploring the beautiful Pacific Northwest.