Nationwide Mutual Insurance Company

About Firm Scott Chambers and Brian Lawrence founded Headwater Investment Consulting in 2004. Prior to forming the company, both Scott and Brian operated as independent investment advisors. In 1988, Scott earned a Ph.D. from UC Davis. He originally began managing client money in 1998. Scott is also a professor of finance at Linfield College, where he pursues an active research program in issues confronting endowments and foundations. Previously, Scott served as Linfield College's Vice-President for Finance and Administration, overseeing the College's financial systems, business operations, facilities, risk management, human resources, and investment management functions. He spent 1997-98 in England at the Nottingham Business School as a Visiting Fellow of Finance. Scott has taught investments over the satellite educational broadcasting network, Ed-Net, and frequently speaks at national conferences on investments and asset management. At Headwater Investments, Scott primarily oversees portfolio strategy, client service, and client development. Brian earned his B.S. in finance and economics from Linfield College in 1999. A member of the CFA Society of Portland, Brian earned his charter in 2002. Since 1999, Brian has worked as a Registered Investment Advisor, assisting individuals and institutions. As an analyst and portfolio manager, he directly managed asset allocated portfolios and initiated research into individual securities and pooled investments. Most recently, Brian owned and operated Lawrence Investment Management, an independent investment management company. At Headwater Investments, Brian assumes most of the day-to-day responsibility: monitoring portfolios, trading, responding to client inquires, and research. In 2007, Amy earned her BA in finance and religious studies from Linfield College. She then joined Holiday Retirement, an independent senior living management company, located in Salem, Oregon. As a financial analyst, she reviewed monthly and quarterly financials, created annual budgets, monitored monthly expenses and revenue and provided support to the executive team. Currently, Amy is in the MBA program at Willamette University and is looking forward to graduation in 2011. Amy joined Headwater Investments as an associate portfolio manager in February 2010.

Chris Browne Insurance (CBI) is a well-established insurance agency located in McMinnville, Oregon, serving the local community and surrounding areas for over 30 years. They specialize in providing health and life insurance services, including Medicare, Individual Family, Small Group, and Oregon Health Plan Medicaid. With a dedicated team of experienced agents, CBI is committed to helping individuals navigate the complex world of insurance and find affordable and comprehensive coverage that meets their specific needs. Under the leadership of Principal owner Jim Myers, who brings extensive experience in the insurance industry, CBI is dedicated to simplifying the insurance process and ensuring clients have the security and peace of mind they deserve. The agency takes pride in its involvement in community activities and nonprofits, reflecting their commitment to giving back to the Yamhill Valley community. With the recent addition of Tiffany Meyer to their team, CBI continues to expand its services and looks forward to serving the diverse insurance needs of their valued clients.Generated from the website