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.

Brent Petty, CFP®, AIF®

Director, President

In 2020, Brent transitioned to the majority owner and President of NWCM. Brent’s primary responsibilities include assisting plan sponsors with plan governance, investment menu construction and monitoring, and vendor due-diligence.

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Frederick J Payne, Jr., CFP®

Founder, Investment Advisor

After founding the firm and leading its development for over 20 years, Fred’s current role is to work with Wealth Management clients, consult with a few long-standing Plan Sponsor clients, and develop investment educational initiatives as part of NWCM’s Certified B Corp ® mission.

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Chris Martin

VP Advisory Services

In his role as Vice President of Advisory Services, Chris directs his skills to our Retirement Plan Advisory practice, working with plan fiduciaries and participants to drive successful retirement plans. He is also a member of the Investment Committee.

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Scott Rhodes, CFA

Principal

Scott works with our Wealth Management clients primarily around the Seattle area. Scott is a CFA charter-holder and is a principal of the firm. He is also a key member of our investment committee and planning team, advising clients directly about their overall financial needs.

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Joan Lintz, CFP®

VP Financial Planning

Joan works directly with our Wealth Management clients, principally in financial planning. She holds Certified Financial Planner® accreditation and her 15 years of experience in financial services prior to joining NWCM has honed her skills in this industry.

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Carl A. Schopfer, CFP®

Investment Advisor

Carl’s focus is advising Wealth Management clients. He holds the Certified Financial Planner® accreditation and brings not only a thorough understanding of the financial planning process but valuable real-life experience in retirement planning and investment management.

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Scott T. Fisher, CFA

VP Advisory Services

Scott is Vice President of Advisory Services with NWCM and is an expert in the retirement plan space, holding the Chartered Financial Analyst (CFA) designation. Scott provides plan fiduciaries with investment counsel aimed at allowing them to make plan stewardship decisions with high confidence.

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Christopher Haddon

VP Advisory Services

Chris is Vice President of Advisory Services with NWCM and has more than 20 years in the qualified pension plan market. He has a mission to provide organizational, operational, and cost efficiency to his employer clients while helping educate and empower employees to become retirement ready.

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Thomas Resner

Director of Plan Operations

Thomas leads NWCM’s qualified plan analytics team, supports our plan advisers, and works directly with the vendors of retirement plan clients. Thomas is currently pursuing the Chartered Financial Analyst (CFA) designation.

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Mark Vorhees, CFA

Chief Investment Officer

Mark Vorhees leads our research department. He has over 30 years of experience working with defined benefit and defined contribution pension plans. Mark has held the Chartered Financial Analyst (CFA) designation since 2003.

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Valerie Haley, QKA

Plan Analyst

Valerie has been a plan analyst with NWCM since 2019. Since joining NWCM, Valerie obtained her Qualified 401(k) Administrator (QKA) credential from ASPPA and recently became a member of the Oregon chapter of WiPN.

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Nicholas Axline, QKA

Plan Analyst

Nicholas has been a plan analyst with NWCM since 2019. Since joining NWCM, Nick obtained his Qualified 401(k) Administrator (QKA) credential from ASPPA. Nick graduated from Montana State with a degree in Finance and minor in Economics.

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Ashlie Johnston

Client Service Specialist

Ashlie Johnston has been with NWCM since 2007 and has worked as a Client Service Specialist on the Wealth Management side of the firm since 2011. The knowledge and experience she has gained in her role allows her to be an excellent resource to both external clients and internal staff.

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Melissa De Freval

Client Service Specialist

Melissa De Freval has been a Client Service Specialist at NWCM since 2020 and loves to support both NWCM staff and clients to make requests and processes both easy and efficient. She graduated from Oregon State University with a History major and Spanish minor.

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Kate Allen

Senior Research Analyst

Kate joined NWCM in April 2021 as a Senior Research Analyst. Kate has worked in the investment industry since graduating summa cum laude from Portland State University with a Bachelor of Science Degree in Business Finance.

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Cole Anderson

Senior Research Analyst

Cole Anderson is a research analyst with NWCM, focusing on portfolio management for Wealth Management clients. Cole graduated from Whitman College with a bachelor’s degree in Economics.

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