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Thomas Sherwood

Tom joined Headwater Investments in 2011 as an Associate Portfolio Manager.  He assumes many of the day-to-day responsibilities: responding to client inquires portfolio analysis, retirement forecasting, and research.

In 2010, Tom earned his BA with a double major in Economics and Finance from Linfield College. After graduation he worked at a large investment firm in Portland, Oregon as a Financial Advisor.  He worked with both individuals and businesses in helping them with portfolio management, cash flow and asset allocation analysis.  He earned his Chartered Retirement Planning Counselor^SM (CRPC®) and Chartered Retirement Planning Specialist^SM (CRPS®) designations from the College of Financial Planning.  Tom also serves on the Board of Directors of Delta Psi Delta at Linfield College, which is among the oldest local fraternities in the United States.