Headwater Investment Consulting,Inc.

Thomas Sherwood is a financial advisor at Headwater Investment Consulting, Inc. with 15 years of industry experience. He holds the Series 66 designation and has been with Headwater Investment Consulting since 2015. Outside of his advisory role, he is a co-owner of Tributary Properties LLC, a real estate holding company based in McMinnville, Oregon. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a systematic, top-down macroeconomic investment approach with broadly diversified global equity and fixed-income allocations, primarily using mutual funds and ETFs.

Janet Sasaki is a financial advisor at Headwater Investment Consulting, Inc. with three years of industry experience. She holds the Series 65 designation and previously worked at Linfield College for 17 years. Outside of finance, she has been involved with R. Stuart Winery since 2019. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a globally diversified investment approach combined with a top-down macroeconomic framework and primarily uses mutual funds and ETFs to construct portfolios.

Matthew Dressel is a financial advisor at Headwater Investment Consulting, Inc. in McMinnville, Oregon, holding a Series 65 designation with three years of industry experience. Prior to joining Headwater, he spent ten years at Linfield University. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a broadly diversified global equity and fixed-income approach combined with a systematic, top-down macroeconomic framework to guide portfolio management.

Jessica Couser is a financial advisor at Headwater Investment Consulting, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Headwater, she has held roles in real estate sales and service, currently working as a real estate agent with Silver Key Real Estate and involved in market research and transaction management. She also has experience in photography and education. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, and various types of organizations. The firm uses a diversified global equity and fixed-income approach combined with a systematic macroeconomic framework to manage portfolios primarily through mutual funds and ETFs.

Kevin Chambers is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Headwater Investment Consulting, Inc. since 2015. Outside of advising, he is a co-owner of Tributary Properties LLC, a real estate holding company in McMinnville, Oregon. Headwater Investment Consulting provides fee-only investment management and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a broadly diversified global equity and fixed-income approach combined with a top-down macroeconomic framework to guide portfolio management, primarily using mutual funds and ETFs.