OUR TEAM IS YOUR TEAM.

Our counsel and advice directly impacts our Clients’ ability to achieve goals and realize dreams.

We take our responsibilities very seriously.

We are the company we are because of the trust we have earned.

Our character, capabilities and experience are equal to the task of being of service to you.

Frederick J Payne, Jr., CFP®

Chief Executive
Chief Compliance Officer

Fred has been in the financial services field since 1985 working primarily with Wealth Management clients and qualified retirement plans. Although he started in the brokerage business, his services then principally involved consulting on third-party portfolio management. In 1995, he founded Retirement Plan Service Corp, one of the predecessor companies to the business unit that became Heintzberger Payne & Co., LLC—an actuarial and recordkeeping business subsidiary sold by NWCM in April, 2016. Because of his experience as a third-party administrator, Fred has extensive knowledge of the technical and regulatory aspects of retirement plan operations. He is uniquely suited to advise retirement plan clients in all aspects of their plans, be they investments, benefit design or regulatory compliance.

However, Fred has always considered himself first and foremost an investment advisor and is a voting member of NWCM’s Investment Committee. He earned the Certified Financial Planner® designation in 1996 to better advise his wealth management clients. In 1998, he transitioned his investment practice to his own firm when he first registered Northwest Capital Management, Inc. with the SEC.

Fred is a graduate of the University of Notre Dame.

Direct Line: (503) 597-1621 Email: FredP@NWCM.com

Brent Petty, CFP®

President

As President of NWCM, Brent defines our vision for, and direction of, the firm’s strategic business initiatives. He oversees our Institutional Asset Management and all Retirement Plan Consulting efforts. For our largest institutional and government clients, Brent has primary service responsibilities for vendor RFP project management, training investment committee  members in operational and fiduciary “best practices’”, investment policy design, investment menu design, and service provider negotiations. Brent has the Accredited Investment Fiduciary® professional designation.

Brent is a voting member of NWCM’s Investment Committee, allowing him to be involved in asset management decisions for all his clients, including Wealth Management clients.  to serve his Private Clients best, Brent earned the Certified Financial Planner® designation.

Prior to joining NWCM in 2006, Brent worked for two national consulting firms after graduating from Northern Arizona University. He is actively involved in industry associations such as the Financial Planning Association, the National Association of Government Defined Contribution Administrators (NAGDCA), and the Portland Chapter of the Western Pension & Benefits Conference.

Direct Line: (503) 597-1641 Email: BrentP@NWCM.com