Meet the Team

Born and raised in Tennessee, Eric received both his Undergraduate and Master’s Degree in Accounting with a minor in Finance from the University of Mississippi. Eric began his career at KPMG, a worldwide Big 4 accounting firm. Eric catered to clients all over the pacific Northwest. Eric is a second generation financial advisor with a passion for making work optional for our clients. He works closely with families and business owners to help develop customized strategies related to financial planning and investments.

Eric is a volunteer member of 100ADA, a giving circle of professionals supporting local non-profits in Ada County. He’s also a board member of The First Tee of Idaho. Eric spends his spare time with his wife Jamie, his adorable sons Marshall and Jackson, and dogs Maya and Moose. Don’t be surprised to run into Eric on a mountain top or wading in the streams as he enjoys mountain biking, fly-fishing, skiing, and hiking with his dogs.

Education

• University of Mississippi – Finance
• University of Mississippi – Masters

Community

• 100 ADA
• Make a Wish Foundation
• 100 Men for Good
• Board member of The First Tee of Idaho

Amanda is experienced in securities trading, financial account operations, and administration. She grew up in Sun Valley, Idaho. After playing tennis for Whitman College, she graduated from Boise State University with a degree in Economics. Amanda is currently designated as a Chartered Retirement Plans Specialist (CRPS®).

You can find Amanda hiking, alpine skiing, or playing league tennis with her family and friends.

A Northern California native, Jordan fell in love with Boise for its small town yet big city feel. After earning her degree in Communication with a certificate in Leadership & HR from Boise State University. As an Operations Associate, Jordan handles opening new accounts, account transfers and rollovers, and assisting clients with day-to-day tasks.

In her spare time, Jordan loves to travel. You can find her exploring new places all around the world or right here in the beautiful state of Idaho.

And here is a picture of Lily, the matriarch of our firm. On special days, she comes to the office and makes sure we are running things right.