A Month To Celebrate: Tommy Sherwood

The month of May marks the 15th anniversary of Headwater Investment Consulting.  This month we celebrate each of our employees. Next up is Tommy Sherwood.

Since joining our team in November 2011, Tommy continually looks for ways to help our clients and better our business. His primary responsibilities are to have eyes on accounts as the portfolio manager. He executes trades, leads our investment strategy, and collaborates on developing firm strategy. He uses skills learned at Linfield as a double major in Economics and Finance and a student of Scott.

Tommy is our most ‘lettered’ employee earning his Certified Financial Planner™ (CFP®) designation, an MBA from University of Oregon Executive program, a Chartered Retirement Planning Counselor℠ (CRPC®), and a Chartered Retirement Planning Specialist℠ (CRPS®) designation from the College of Financial Planning. As a managing partner at Headwater Investments, he uses all of this knowledge to help our clients navigate the tricky decisions surrounding retirement and estate planning.