Thomas Sherwood

As Managing Partner and Chief Compliance Officer, I help with firm strategy, help oversee clients’ portfolios, and investment strategy.

Headwater Investments manages over $500 Million in discretionary management for individuals, small businesses, and non-profits. I received a BA with a double major in Economics and Finance from Linfield University and an MBA from the University of Oregon Executive MBA program. I earned my Certified Financial Planner™ (CFP®) designation and my Chartered Financial Consultant® (ChFC®) designation. I currently hold the Chartered Retirement Planning Counselor℠ (CRPC®) and a Chartered Retirement Planning Specialist℠ (CRPS®) designation from the College of Financial Planning. I am currently an Enrolled Agent (EA) with the IRS. I am admitted to practice before the Internal Revenue Service. I am also an Oregon Licensed Tax Consultant (LTC).