Advisors at this firm
Amanda W
Series 65
Boise, ID
Wood Tarver Financial
Amanda Writer is a Series 65-credentialed financial advisor with eight years of industry experience. She has worked at Wood Tarver Financial since 2021 and previously spent five years at Rathbone Warwick Investment Management. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm uses a Modern Portfolio Theory framework combined with fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios according to clients’ risk tolerances and goals.
Jordan B
Series 65
Boise, ID
Wood Tarver Financial
Jordan Boyd is a Series 65-licensed financial advisor with Wood Tarver Financial in Boise, ID, where he has worked since 2019. He has two years of industry experience and previously held roles at Paylocity and Boise State University. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a Modern Portfolio Theory framework combined with multiple analytical approaches and offers portfolio management through a wrap fee program.
Nathan T
CFP®, Series 65
Boise, ID
Wood Tarver Financial
Nathan Tarver is a CFP® professional with five years of industry experience. He is currently an advisor at Wood Tarver Financial, where he has worked since 2023. Prior to this, he held roles at Paladini Financial Advisors LLC and Paladini Financial Management from 2020 to 2023, and was employed at PricewaterhouseCoopers from 2016 to 2020. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, employer-sponsored plans, foundations, and trusts. The firm employs a Modern Portfolio Theory framework combined with various analytical approaches to tailor portfolios based on clients' risk tolerance and goals, managing a broad mix of approximately 575 clients and $489 million in assets.
Eric T
Series 65
Boise, ID
Wood Tarver Financial
Eric Tarver is a financial advisor at Wood Tarver Financial in Boise, ID, holding a Series 65 designation with seven years of industry experience. He has worked at Wood Tarver Financial since 2018 and previously at KPMG from 2016 to 2018. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individual clients, employer-sponsored plans, foundations, and other institutional clients. The firm manages accounts on a discretionary basis using a Modern Portfolio Theory framework combined with various analytical approaches, tailoring portfolios to clients’ risk tolerance and goals.