Led by Bryn Torkelson and Dan Sholian, our mission is to create ongoing successful investment and retirement experiences for employers, employees and individuals. We are an independent firm, free of conflicts of interest with no affiliations to any other financial institution or products. Deschutes professionals are dedicated to helping you develop and achieve your financial objectives, whether for your company retirement plan, your foundation’s endowment or your personal financial plan.

Led by MacGregor Hall, CIMA, we are Retirement Plan Consultants and Private Wealth Managers with a primary focus on serving localand regional 401(k) plans and individuals.

Our staff and advisors average more than 20 years of experience and are uniquely qualified to serve all of your corporate and individual retirement planning and wealth management needs.