J. Eric Field, Partner 
Divisional President - Western, 
CFP®, CIMA® 



Jeani Winterbourne, Partner
President/Chief Operating Officer, FINOP, CRPC® 

WELCOME TO

Steward Partners Investment Solutions

Ninety years in the making, Steward Partners Investment Solutions (formerly Umpqua Investments). The Steward name stands for integrity, service and innovation in financial services. We have a common sense approach to investment services: Working together.