Thomas J. Sherwood

Thomas J. Sherwood MBA, CFP®

Managing Partner & Portfolio Manager

Part 2B of Form ADV

Member of the Headwater Investment Team since November 2011.

Tommy is always looking 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.

He 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. He uses all of this knowledge to help our clients navigate the tricky decisions surrounding retirement and estate planning.

Outside of the office, Tommy uses his financial expertise to impact his local community. He acts as Treasurer of the McMinnville Noon Rotary Club and serves on the City of Sherwood Budget Committee. He has completed the Leadership Programs for both the Newberg and McMinnville Area Chambers of Commerce. Tommy has previously served as Treasurer for the Yamhill County Cultural Coalition and served as a Director of Delta Psi Delta at Linfield College. He also enjoys working with small businesses and start-ups as an advisor and mentor.

Tommy loves to be at home with his family. Young sons, Charlie and Henry, keep Tommy and his wife Rose plenty busy. They enjoy taking family walks, biking together, and trying out new recipes in the kitchen. When not with his family or at his trading station, you can probably find Tommy on the back nine of a local golf course.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.