1101 West River Street,
Family Wealth Planner
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.
Nathan grew up in Memphis, Tennessee before leaving to attend the University of Arkansas where he obtained Undergraduate Degrees in both Accounting and Finance along with a Master's Degree in Accounting. He then started his career at PricewaterhouseCoopers, an international Big 4 accounting firm, where he worked with private equity funds and registered funds with multi-billion dollar assets under management. Prior to joining Wood Tarver, he worked in Dallas, Texas as a financial advisor with a focus on multi-generational families and self-employed individuals looking to incorporate their business into all aspects of their financial plan.
Nathan enjoys spending time outdoors with his wife Alena, his son Preston, and their golden retriever Daisy Mae.
This firm is not a CPA firm.
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, Jordan began her career at Wood Tarver.
As an Operations Specialist, Jordan handles opening new accounts, account transfers and rollovers, and assisting clients with day-to-day tasks.
In her spare time, Jordan loves to cycle and spend time with her family and friends.
Communications and Events Coordinator
Lorena is a Mexican native, but an Idahoan at heart. She takes pride in being the first person clients meet or speak with when contacting or visiting our office. She oversees daily client communication and event planning.
When she is not at the office, you can find her embarking on new adventures with her husband, Joel, and four beautiful children, Jay, Jodie, Leo, and Jamie.
Greeter & Matriarch
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.
July 19th, 1961-May 30th, 2022
Recognized by the Idaho Business Review with the 2018 Inaugural ICON Award for business leaders who contribute to the community
The Raymond James 2018 Leadership Award for community involvement and fiduciary diligence
The University of Idaho 2019 Jim Lyle Award for business leadership and contributing to community causes
The Women’s Choice Award for a highly recommended Financial Advisor by Women for Women
We are honored and humbled to be among the Top Ranked Wealth Management Firms in Idaho by Idaho Business Review Top Financial Planner
The Wood Tarver Difference
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.