Lake Oswego, OR 97035 Get directions
Easily accessible from both I-5 and Hwy 217, our Kruse Meadows Branch is convenient to Lake Oswego, Tigard, Tualatin, and West Linn. We’re close to a variety of shopping, dining and hotel options.
- 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
Favorite Team-Building Event
Purchasing or refinancing a home is among the most important financial decisions you will make. Fortunately, with the right partners, the process does not need to be complicated.
I began my career in the mortgage industry in 2002 and quickly recognized my passion for helping people navigate the lending process. I joined OnPoint Mortgage in 2007and have enjoyed serving Lake Oswego and the neighboring communities ever since.
Whether you are a first-time homebuyer or an experienced borrower, I am here to understand your priorities and develop a solution that is right for you. I strive for honest, straightforward partnerships with our valued members. We are a team—let’s accomplish your goals together!
Natalie Berning, MBA, CFP®, CDFA®
Listening to you is one of the most important parts of my job. You’re trusting me with a critical part of your life and future—that’s not something I take lightly.
My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence knowing that they are on the path to achieving their short and long term goals.
Many of my clients ask how they can invest leading with their values and ideals. For those who are interested, I have access to a wide variety of sustainable investing options and have the honor of serving on the Raymond James Sustainable Investing Advisory Council.
My background includes a Bachelor’s degree and Master’s degree in Philosophy as well as a second Master’s in Business Administration (MBA) with a finance concentration from Portland State University. I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I also hold securities licenses Series 7 and 66 as well as Oregon Resident Life and Health Insurance License.
I am a native Oregonian, currently living in SW Portland with my family. In my free time, I enjoy trying new restaurants around Portland, staying active in the beautiful Pacific Northwest and spending time with extended family in the Willamette Valley.
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 believe in being a strong advocate for each business owner.
I’m committed to fully understanding your business and its needs so I can tailor specific services and solutions to meet your goals. With more than 25 years of experience in the financial services industry, I’m an expert at advising business owners on their credit needs. If I can’t help you accomplish your objectives, I’ll explain why and offer recommendations for how we can get to a better result together in the future.
Over the course of my career I’ve worked for a variety of financial institutions, including ITT Financial Services, The Money Store, Centennial Bank, US Bank and Bank of America. In my free time I enjoy outdoor activities like biking, boating, hiking and riding motorcycles. As a former college athlete, I’m also a huge sports fan.