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Jonathan Metz, CPFA®

Jonathan Metz, CPFA®

Retirement Plan Specialist

Jon Metz, CPFA® joined the Deschutes team in early 2022 as a Retirement Plan Specialist. Jon was born and raised in Tri-Cities Washington and attended BYU – Idaho, where he earned his degree in Business Management and Finance. While in college, Jon took a foundational math class math for the “real world” and learned about amortization of loans, and general investing principals which sparked his interest in investing and building financial models. It was this eye-opening class that changed the way he viewed finances and led him to pursue financial services as a career.

In his career prior to coming to Deschutes Jon worked as a consultant to individual investors, conducting needs analysis and providing portfolio recommendations as a licensed representative. He has also worked directly with plan sponsors in creating education campaigns for their retirement programs. Over the years he has come to love educating business owners of the many details involved with operating a well-oiled and compliant retirement program. Coming from a family of serial entrepreneurs, Jon understands most business owners don’t have time to keep up with the everchanging retirement plan landscape. He takes his role of retirement plan consultant serious and can help connect these dots to protect fiduciaries.

Outside of work, Jon spends his time with his wife and two daughters in Lake Oswego, Oregon. Jon and his family love to garden and currently have an herb garden with mint, lavender, and thyme. His weekends are usually spent running from soccer games to dance recitals, and he also enjoys traveling with his family in his downtime. Jon has a history of volunteer work with Habitat for Humanity and after high school he spent 3 weeks living in New Zealand with locals building homes for the underprivileged. Jon is a wonderful addition to the Deschutes Team as he brings fresh insight and dedication to educating and empowering our business clients and their employees.