Meet the Team
Meet the Team
At our firm, we have the client—and only the client—in mind.
Eric Tarver
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.
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 Writer
Director of Operations
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.
Jordan Boyd
Operations Manager
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.
Lily Matriarch
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
Accolades

Inaugural ICON Award
Recognized by the Idaho Business Review with the 2018 Inaugural ICON Award for business leaders who contribute to the community

Raymond James Leadership Award
The Raymond James 2018 Leadership Award for community involvement and fiduciary diligence

Kelly Wood
The University of Idaho 2019 Jim Lyle Award for business leadership and contributing to community causes

Women's Choice Award
The Women’s Choice Award for a highly recommended Financial Advisor by Women for Women

Idaho Business Review Top Financial Planner Award
We are honored and humbled to be among the Top Ranked Wealth Management Firms in Idaho by Idaho Business Review Top Financial Planner

Client Centered
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.