Eric Splaver co-founded Splaver Wealth Management, PLC with his wife and business partner Jennifer Splaver, CPA in 2010, after operating Splaver & Splaver CPA together since 2001. Investing had been a hobby of Eric’s since graduating from college and he had passively assisted friends and clients for years. While running his CPA firm, Eric watched those clients not receive the financial services he felt they deserved. After a family that the CPA firm worked with lost a member of their family and their financial advisor failed to follow the estate plan that was in place, the adverse financial consequences were more than Eric could bear. The poor advice they received and the subsequent adverse tax consequences they suffered as a result, inspired Eric obtain his securities licenses (he holds both Series 7 and 66 registrations) and to offer financial services as an integrated component of the firms services. Eric believes that comprehensive financial planning must incorporate income tax planning to achieve the optimal plan.

Eric has in excess of 30 years of progressive experience in the field of accounting and finance. Eric was a senior manager with KPMG having worked with clients in a number of industries including construction and real estate, finance and banking, as well as manufacturing, retailing and distribution. These companies ranged from small family owned business to publicly traded international corporations.

In addition to his experience in Big 4 public accounting, Eric was a corporate controller for a publicly traded auto sales and finance company where he played a key role in the initial public offering and was responsible for the Company’s internal control structure, accounting, SEC reporting, income tax minimization planning and preparation. Eric has also served as chief financial officer for both a finance company and internet company.  While serving in this capacity, Eric was responsible for company accounting and income taxes as well as bank relations, cash flow analysis, creditor negotiations and relations, treasury, economic strategy, and forecasting.

Jennifer has in excess of 30 years of progressive experience in the field of accounting. During that time, she spent over 20 years working for two Big 4 public accounting firms. During her tenure with both KPMG and Ernst & Young (EY), Jennifer provided services to both individuals and businesses.

Jennifer has extensive experience working with high-wealth individuals. She takes pride in constantly looking for fresh planning ideas and her ability to work well with complex structures. During her final 10 years while at EY, Jennifer was responsible for managing the entire individual and estate/trust practice in the Phoenix office. She has extensive experience with both trusts and estates of all types.

In addition to her significant experience working with individuals, trusts and estates, Jennifer was also the lead tax senior manager on complex corporations and partnerships including those with multi-state activities and filing obligations. She has years of experience working with multi-state companies to ensure they properly comply with the voluminous filing complexities that come with operating in multiple jurisdictions.