Meet Your Team

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

University of Idaho Jim Lyle Award

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

Kelly Wood, AAMS

Family Wealth Planner

KELLY WOOD, AAMS

Family Wealth Planner

Kelly is a fifth generation Idahoan, so he tends to do things a little differently. As a financial planner, he encourages his team to take a neighborhood approach to retirement planning. Kelly believes in keeping things simple. He believes we should listen more than we talk—placing an emphasis on communication and providing honest, straightforward answers. He believes education about our markets is invaluable for investing, and he knows the importance of financial planning.

The Wood Tarver Financial team knows it’s imperative to plan for your financial needs, invest for the long term and to be mindful of investment fees.

Many of our clients are Baby Boomers working hard to retire years, and many are women. Our clients enjoy our holistic approach to coordinating investments, tax planning and estate planning.

Given his humble beginnings, Kelly believes in paying it forward, and is very involved in our community. Along with his wife, Cathy Jo, they enjoy reading, gardening, music and the Greenbelt. They love spending time with their blended family, including four children, Amy, Ryan, Christopher and Johnny “Rocket”, along with their beloved golden retrievers. Ryan, my oldest-adopted son, is severely disabled. He has taught me things about patience, grace and compassion that I could have never imagined. Our journey has led me specialize in families with special needs adults including legal, tax, Medicaid and investment strategies.

Practice Areas

Business owners – in transition
Pre-retirees
Women investors

Education

University of Idaho

Community

YMCA Board Member
Interfaith Sanctuary Board Member
Catholic Charities – Endowment Committee

Eric Tarver

Family Wealth Planner

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. In his spare time, Eric spends time with his wife Jamie and his three dogs, Henry, 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.

Practice Areas

Pre-retirees
Women investors

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

Jordan Boyd

Communications & Event Planning Coordinator

JORDAN BOYD

Communications & Event Planning Coordinator

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 Financial in 2019. As the Communications & Event Planning Coordinator, Jordan handles internal client communications. She also plans Wood Tarver Financial’s events. Jordan is likely to be the first person you meet or speak with when contacting or visiting the office.

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

LILY

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.

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