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.

(Read full bio here)

 

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

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.

(Read full bio here)

 

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

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.

(Read full bio here)

 

Direct Line: (503) 597-1601
Email: ChrisM@NWCM.com

Scott Rhodes, CFA

Senior Advisor

Scott works primarily with our Wealth Management clients. 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.

(Read full bio here)

 

Direct Line: (206) 707-7599
Email: ScottR@NWCM.com

Joan Lintz, CFP®

Director of Private Client Services

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.

(Read full bio here)

 

Direct Line: (503) 597-1638
Email: JoanL@NWCM.com

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.

(Read full bio here)

 

Direct Line: (480) 280-7604
Email: CarlS@NWCM.com

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.

(Read full bio here)

 

Direct Line: (206) 707-7596
Email: ScottF@NWCM.com

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.

(Read full bio here)

 

Direct Line: 503-597-1624
Email: ChrisH@NWCM.com

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.

(Read full bio here)

 

Direct Line: (503) 597-1640
Email: ThomasR@NWCM.com

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.

(Read full bio here)

 

Direct Line: (503) 210-1363
Email: MarkV@NWCM.com

Michael Sherbina

Research Analyst

Michael Sherbina is a research analyst with NWCM. He is responsible for manager due diligence and evaluation on NWCM’s existing and prospective investment managers.

(Read full bio here)