Deschutes Investment Consulting Corporate Retirement Plan Team has been recognized by NAPA as one of the nation's Top Defined Contribution Advisor Teams in the country. We take pride in empowering each other and working together to create the best possible outcome for our clients. Thanks to NAPA for the recognition!
Do you have a long-lost retirement account left with a former employer? With over 24 million "forgotten" 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed money.
Deschutes Investment Consulting would like to recognize Phil Sherman, CFP®, CPFA®, for all his hard work and dedication since joining the team in 2019. Phil is currently a Financial Advisor and Wellness Specialist at Deschutes, where he helps to guide the financial lives of individual wealth management clients and participants in our Corporate Retirement plans.
This Deschutes employee spotlight is featuring Diane Bella, our Corporate Retirement Plan Administrator. She has been an invaluable resource to Deschutes throughout the years. Diane provides insight, advice, and guidance to our clients on their plans and as a mentor to other staff members.
Retirement Plan Consultant Job Position Opening at Deschutes Investment Consulting LLC. Come work for a company that has been an industry leader for over 20 years. We are seeking a highly motivated and experienced relationship manager and retirement plan consultant to join our team in the Portland, OR office.
Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted advisor can take some stress off your shoulders.