OnPoint Happy Valley Branch
Location:
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!
Please be aware that masks are required to ensure everyone’s safety and to comply with state guidelines.
Hours:
(including Drive-thru teller)
Services
- 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
2021
- 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
Events
- Loading Events
OnPoint Checking
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.
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OnPoint Mortgage
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.
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Financial Planning
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
Favorite Lunch Spot
Community Commitment
Charitable Passions
Fun Fact
200+
Team Motivation
Josh Houser
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.
About me
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.
Branch: Happy Valley
Work Phone: 503.273.2691
Cell Phone: 503.475.6239
Toll-Free: 1.800.527.3932 ext. 5891
Email: [email protected]
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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.
About me
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.
Branch: Sherwood, Albany, Coburg Rd. (Eugene), Happy Valley, Keizer, Santa Clara, Springfield, South Salem, West Salem
Phone: 503.226.3585
Toll-Free: 1.800.527.3932 ext. 6858
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
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John Diego
Let’s work as a team and figure this out together.
About me
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.
Branch: Clackamas Promenade, Happy Valley, Johnson Creek, Oak Grove, Oregon City
Phone: 503.525.4759
Email: [email protected]