Category: News

Exciting Changes at Deschutes Investments

We have more reasons to celebrate this month here at Deschutes! We’ve added a Financial Wellness Specialist to our already great participant education team, and one of our key employees has reached a milestone in her career. Phil Sherman, CFP® joined us recently as a Financial Wellness Specialist. Phil works with individual clients and plan participants, […]

Mike Walters Named Partner with New Role

PORTLAND, Ore., June 17, 2019 /PRNewswire/ — Deschutes Investment Consulting proudly announces Mike Walters, a 20-year financial services veteran who has been with Deschutes since 2012, has been named Partner, Director of Business Development. In this role Walters will be spearheading the retirement plan services group’s organic growth initiatives. “The success of this firm has come from our constant […]