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.
Frederick J. Payne, Jr., CFP®
Founder, Investment Advisor
Fred has been in the financial services field since 1985 working primarily with Wealth Management clients and qualified retirement plans. Because of his experience as a third-party administrator, Fred has extensive knowledge of the technical and regulatory aspects of retirement plan operations.
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.
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.
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.
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.
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.
Mary Johnson, CFP®, AAMS®
Financial Planning Specialist
Mary works directly with our Wealth Management clients on individualized financial planning needs. She is a CERTIFIED FINANCIAL PLANNER™ Professional and her responsibilities include implementing customized and comprehensive financial plans as well as providing a high-touch experience for clients.
Jason Alvarado, CFP®
Financial Planning Specialist
Jason works directly with our Wealth Management clients, specifically in personalized financial planning needs. From planning for retirement and saving for education to effectively managing taxes, estate planning, and insurance, he consults with clients to develop plans to accomplish their goals.
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.
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.
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.
Cole Anderson, CFA
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.
Christie Fox
Client Service Specialist
Christie Fox joined NWCM as a Client Service Specialist in 2021 from her home state of North Carolina. Christie’s primary responsibilities include all things client-related such as onboarding, money movement, account updates, monitoring, and maintenance.
Shannon Spencer
Client Service Specialist
Shannon Spencer joined NWCM in 2022 and serves as a client relationship specialist. She assists clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts, and handling special requests.
