Thomas Sherwood, MBA, CFP®

Experience

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  Morgan Stanley

  Jun 2010 - Nov 2011

  Financial Advisor
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  Headwater Investment Consulting Inc

  Nov 2011 - now

  Managing Partner & Chief Compliance Officer

  As Managing Partner and Chief Compliance Officer, I help with firm strategy, help oversee clients’ portfolios, and investment strategy. Headwater Investments manages over $400 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). Show less

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  Tributary Properties, LLC

  Jan 2024 - now

  Co-Owner

  Co-owner of Tributary Properties LLC which owns commercial and residential properties.