BIOGRAPHIES
Tim Wood, AIF®, Principal
971.266.3134
tim@fosterandwood.com
I grew up in Eugene, Oregon, but I attended Oregon State University for my bachelor’s degree. My wife and I moved to Portland while earning my master’s degree from Lewis & Clark College.
A tragic family experience called me to the profession of servicing as a fiduciary to retirement plans. My father, a hard-working man, had his financial future short-changed when his pension plan was forever damaged by the conflicts of interest of the plan’s broker.
I entered the profession in the fall of 2001 determined to ensure that I would create better futures for everyone we serve.
Earning my way through school via the construction trades came with the added benefit of becoming a journeyman carpenter. My family has endured the renovation of many homes in the Portland area.
Following my wife’s non-profit career, I have volunteered with numerous non-profits in the Portland area, including fundraising and clearing out the banquet hall after a gala event.
I served on the Board of Directors and volunteered for Exceed Enterprises, a non-profit providing employment and other therapeutic opportunities to individuals with diverse abilities, for 9 years until Exceed merged with Albertina Kerr.
Today, you will find me swinging a hammer on my latest project, cheering on the Beavers, and spending time with my wife and four children.
David Foster, CFP®, Principal
971.266.0704
david@fosterandwood.com
Growing up, I would hear my father talk about brokers churning accounts to generate commissions and banks cheating their own customers. The message was clear: the financial industry was an enemy, not a friend. I was puzzled, and intrigued.
In college, professors in finance classes taught me how to properly “value” stocks and other investments, but I knew investing couldn’t be that simple. So, with my B.S. degree in Business Administration (from The American University) in hand, when I saw a job listing for “stockbroker trainee,” I jumped at the opportunity.
It was 2002. My first job was selling stocks in the wreckage of the tech crash. I entered the industry just as many brokers were leaving. I was determined to not make the same mistakes in managing my clients’ money.
Today, I have more than 22 years of experience in helping people to enjoy, preserve and grow their wealth. I am a Certified Financial Planner™ professional with deep expertise in all aspects of family wealth: investment management, estate planning, retirement planning, tax planning, asset protection and insurance.
I acquired this expertise working with a broad range of financial services firms. Before I founded Foster & Wood, I was Director of Financial Planning at Deschutes Investment Advisors. My advisory career has been enriched through exposure to many aspects of the industry at Smith Barney and Phillips & Company Securities.
When I am not spending time with my wife and two kids, you will find me catching up on sleep – our daughter is a toddler – or helping people in early recovery at City Team establish the character they need to build meaningful, fulfilling lives.
Jeremy Six, Financial Advisor
jeremy@fosterandwood.com
My journey to financial advising and wealth management began in the life sciences sector, where I worked in biotechnology companies on projects focused on plant transformation, cancer and neurobiology research, drug development, and risk management. When financial advising became an unexpected career change option, I saw the combination of professional interests and job autonomy I was looking for and jumped in. My job here as a financial advisor at Foster and Wood provides what I’ve realized to be my ideal professional environment: working with intelligent people of exceptional character in a small business setting where we’re positioned to have direct, positive impacts on individuals’ lives.
I earned my Bachelor of Science in Biology at Willamette University, where I was honored twice on the President’s List, and was lucky enough to spend a semester in Australia studying vertebrate ecology and forever spoiling myself on scuba diving by learning it on the Great Barrier Reef. I also hold a Master of Bioscience from the Keck Graduate Institute of the Claremont Colleges, a program focused on educating scientists and engineers in the business and financial aspects of the life sciences industry.
Thankfully, some skills I developed in the biotech industry have aided me in my career transition to financial advising. Laboratory protocols require math proficiency and an incredible attention to detail that translate well to examining investment analytics and retirement plan rules. Managing clinical drug trials involves building patient rapport and providing clear communication of complex concepts, skills I use daily when assisting retirement plan participants.
A native Oregonian, I have been going camping and fishing since I can remember; I get my best rest of the year sleeping by a river or the ocean. At home I recharge by taking advantage of Portland’s walkable nature, hiking local parks and walking to neighborhood restaurants and food carts. When the sun shines here I’m out hiking 6 or 7 days a week; you can often find me on top of Mt. Tabor enjoying the city and Mt. Hood views. A lifelong basketball fanatic, I’m still waiting for the Blazers to win a championship in my lifetime.