About Eric

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, his adorable son Marshall, and two 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.

About Kelly

Kelly is a fifth generation Idahoan, so he tends to do things a little differently. As a financial planner, he encourages our 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, 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, his oldest, is bipolar and has taught him about patience, grace, and compassion. His journey has led him to specialize in families with special needs adults including legal, tax, Medicaid and investment strategies.