Our Team

  • Kenneth R. Smith, CFP®, MS
    Kenneth R. Smith, CFP®, MS Chief Executive Officer | Principal
    Kenneth R. Smith, CFP®, MS

    Kenneth R. Smith, CFP®, MS

    Ken is the Chief Executive Officer of Empirical Wealth Management. He guides the firm’s long-term strategy and is a senior financial advisor.  Ken is passionate about educating individuals on how to become smarter investors. He hosted an informative financial radio show titled “Empirical Investing Radio” on VoiceAmerica and has designed a proprietary program “Empirical Income Planner” to help individuals plan for retirement.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • College for Financial Planning
      • Master’s in Financial Analysis
    • University of Arizona
      • Bachelor’s in Finance and Accounting
    Personal Interests
    • Ken is a 1st degree Black Belt in the Kajukenbo martial arts system.
    • Writing a book on personal finance
  • Katherine M. Shaw, JD
    Katherine M. Shaw, JD Director of Estate Planning Education
    Katherine M. Shaw, JD

    Katherine M. Shaw, JD

    Katie's focus is to ensure that every client of Empirical Wealth Management receives responsive and thoughtful service, without exception.  She draws upon her years of experience in estate planning to counsel the firm’s financial advisors regarding estate tax and gift tax planning.  Katie was born and raised in San Francisco, and now resides in Newport Beach with her husband Kamao and daughter Logan.

    Professional Designation
    • California State Bar
    Education
    • University of California, Irvine School of Law
      • Juris Doctor (JD)
    • University of California, San Diego
      • Bachelor’s in Psychology
    Personal Interests
    • Spending time with friends and family
    • Exploring new restaurants
    • Exercising
  • James A. Jones II, JD, CPA, MPAcc
    James A. Jones II, JD, CPA, MPAcc Director of Tax and Wealth Transfer | Principal
    James A. Jones II, JD, CPA, MPAcc

    James A. Jones II, JD, CPA, MPAcc

    As Director of Tax and Wealth Transfer, Jim applies his tax and legal expertise to guide the firm’s tax planning and wealth transfer strategies. He provides proactive tax planning solutions to high net worth individuals, families, and their businesses. Jim works with clients to develop estate plans and applies advanced estate and gift tax planning techniques in accordance with each client’s needs. Jim also provides his expertise as a member of the Financial Planning Committee, which develops innovative planning solutions for clients.

    Professional Designation
    • Certified Public Accountant
    Education
    • University of Washington School of Law
      • Juris Doctor (JD)
    • University of Washington
      • Master's in Professional Accounting (Auditing and Assurance)
      • Bachelor's in Business Administration
    Community Involvement
    • Player Agent and Executive Board Member, Issaquah Little League
    • Youth Soccer Coach, ISC Gunners FC
    • Youth Basketball Coach, Issaquah Parks and Recreation
    • Youth Baseball Coach, Issaquah Little League
    Personal Interests
    • Spending time with wife, Katie, and their two sons, James and Liam
    • Reading
    • Playing basketball
    • Sports Coaching
  • Jaime Fry, CFA®, MA
    Jaime Fry, CFA®, MA Portfolio Manager
    Jaime Fry, CFA®, MA

    Jaime Fry, CFA®, MA

    As a Portfolio Manager, Jaime is dedicated to providing clients with customized portfolio solutions. She carefully implements and monitors each strategy to ensure they cater to her clients' investment objectives. Jaime also works closely with the Investment Management team to conduct research, monitor market developments, and execute daily trading processes. Jaime has 6 years of prior experience in financial services, and her career includes working at Goldman, Sachs & Co. and a hedge fund, King Street Capital Management.

    Professional Designation
    • Chartered Financial Analyst
    Education
    • University of Washington
      • Master's in Economics
    • Pennsylvania State University, Honor College, Summa Cum Laude
      • Bachelor's in Finance and Economics
    Personal Interests
    • Traveling
    • Running, having completed 3 marathons
    • Fitness and teaching fitness classes
  • Lindsay Farnsworth, IACCP®
    Lindsay Farnsworth, IACCP® Chief Compliance Officer
    Lindsay Farnsworth, IACCP®

    Lindsay Farnsworth, IACCP®

    As Chief Compliance Officer, Lindsay oversees the development and execution of Empirical’s policies and procedures to ensure compliance with federal and state regulations. Lindsay is an integral part of Empirical’s operations, and works diligently to maintain billing, bookkeeping, and client greeting in addition to her compliance duties.

    Professional Designation
    • Investment Adviser Certified Compliance Professional®
    Education
    • University of Montana
      • Bachelor's in Business Administration
        • Major in Marketing and Management
    Personal Interests
    • Running
    • Golfing
    • Photography
  • Erik Lehr, CFA®, CAIA®, MS, MA
    Erik Lehr, CFA®, CAIA®, MS, MA Director of Research | Portfolio Manager
    Erik Lehr, CFA®, CAIA®, MS, MA

    Erik Lehr, CFA®, CAIA®, MS, MA

    As Director of Research, Erik manages the firm’s research and trading strategies and works with clients to develop and manage their investment portfolios.

    Professional Designation
    • Chartered Financial Analyst
    • Chartered Alternative Investment Analyst
    Education
    • University of Washington
      • Master’s in Computational Finance and Risk Management
    • University of Oregon
      • Master’s in Economics
      • Bachelor’s in Economics and Mathematics

     

    Community Involvement
    •  CAIA Society (Seattle Chapter) - Chapter Executive
    Personal Interests
    • Scuba diving
    • Traveling
    • Spending time with his three dachshunds
  • Jaime White
    Jaime White Chief Operating Officer
    Jaime White

    Jaime White

    As Chief Operating Officer, Jaime manages the firm's daily operations and its strategies to implement its long-term growth objectives. She returned to Empirical after founding a consulting firm that focused on media relations, partnerships, growth strategies and business operations management. Jaime encompasses the unique combination of linear and creative thinking skills, allowing her to think disruptively while still minding the fundamentals of running a profitable business. She is committed to creating an environment that facilitates the best possible experience for our clients, business partners, and employees.

    Education
    • Seattle University
      • Bachelor's in Finance
    Community Involvement
    • Seattle Humane Society
    Personal Interests
    • Fitness and Nutrition
    • Cooking
  • Ethan Broga, CFP®, MS
    Ethan Broga, CFP®, MS Director of Financial Planning | Principal
    Ethan Broga, CFP®, MS

    Ethan Broga, CFP®, MS

    As a partner with Empirical Wealth Management, Ethan works to develop, implement and monitor sound financial strategies designed to grow and protect the wealth of individuals, families and non-profit organizations. Ethan is the head of the Financial Planning Committee which oversees the development and expertise of Empirical’s financial planning recommendations. Rather than just another “financial advisor,” Ethan describes his primary role as that of a trusted “Personal Financial Advocate” who weighs the impact of each financial decision within the unique context of each client’s overall financial plan. Ethan is a Northwest native and has been in the financial industry since 1998. He lives in the West Seattle neighborhood of Seattle with his wife Corie and his two children Carsen and True.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • College for Financial Planning
      • Master's in Financial Planning
    • Washington State University
      • Bachelor's in Finance
    Community Involvement
    • The Skagit Land Trust
    • Nooksack Salmon Enhancement Association
    Personal Interests
    • Playing guitar
    • Playing soccer
    • Paddle boarding
    • Golfing
    • Trivia
  • Paul Ohainle, JD, LL.M
    Paul Ohainle, JD, LL.M Director of Estate Planning Education
    Paul Ohainle, JD, LL.M

    Paul Ohainle, JD, LL.M

    As Director of Estate Planning, Paul applies his estate planning experience from California and Washington to guide the firm’s wealth transfer strategies in relation to estate tax and gift tax planning.

    Professional Designation
    • California State Bar
    • Washington State Bar
    • Oregon State Bar
    Education
    • University of Washington
      • Master's in Taxation Law  (LL.M)
    • University of California, Davis
      • Juris Doctor (JD)
    • University of California, Berkeley
      • Bachelor's in Economics
      • Bachelor's in History
    Personal Interests
    • Spending time with family
    • Skiing
    • Hiking
    • Fishing
    • Camping
  • Menka Singh, CPA, MBT
    Menka Singh, CPA, MBT Tax Manager
    Menka Singh, CPA, MBT

    Menka Singh, CPA, MBT

    With over 17 years of large scale public accounting experience serving high net worth individuals, families and their businesses, Menka brings a wealth of knowledge that can be coordinated and applied to each client’s unique tax situation. Her expertise ranges from basic tax preparation and management to domestic and international strategic tax planning.  Menka enjoys working with her clients to formulate and implement innovative solutions to reduce their tax burden.

    Professional Designation
    • Certified Public Accountant
    Education
    • Golden Gate University
      • Master's in Business Taxation
    • National University
      • Bachelor's in Accounting
    Community Involvement
    • American Institute of Certified Public Accountants
    Personal Interests
    • Hiking
    • Movies
    • Board Games
    • Spending time with family
  • Michael Kelly, CFA®, CFP®, EA, MS
    Michael Kelly, CFA®, CFP®, EA, MS Chief Investment Officer | Principal
    Michael Kelly, CFA®, CFP®, EA, MS

    Michael Kelly, CFA®, CFP®, EA, MS

    As the Chief Investment Officer, Michael leads Empirical’s investment committee and is responsible for guiding and monitoring Empirical’s investment strategies. Michael also works directly with clients by building personalized solutions to help them achieve their financial goals. Michael’s career includes serving as an Institutional Portfolio Specialist and as a Senior Equity Research Analyst. He has co-authored a book discussing the details and complexities of investing in Healthcare equities.

    Professional Designation
    • Chartered Financial Analyst
    • CERTIFIED FINANCIAL PLANNER™ professional
    • IRS Enrolled Agent
    Education
    • Saint Xavier University
      • Master's in Finance
    • Illinois State University
      • Bachelor's in Finance and Marketing
    Community Involvement
    • Board Member - Portland Tax Forum
    • Board Member - Vancouver Symphony Orchestra
    • CFA Society of Portland
    Personal Interests
    • Spending time with his wife, Megan, and two sons, Quinn and Max
    • Listening to live music
    • Hiking
  • Shan Zubair, CFP®, MS
    Shan Zubair, CFP®, MS Financial Advisor | Principal
    Shan Zubair, CFP®, MS

    Shan Zubair, CFP®, MS

    Shan has been with Empirical Wealth Management since 2007 and has extensive knowledge in the implementation of the firm’s investment management, tax minimization and financial planning strategies. A native to the Pacific Northwest, Shan graduated with a Bachelor of Arts in Finance and a Master of Science in Finance from the Albers School of Business at Seattle University.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    • Chartered Mutual Fund Counselor
    Education
    • Seattle University
      • Master's in Finance
      • Bachelor’s in Finance
    • University of Washington
      • Certification in Business Development
    Community Involvement
    • Former Member of the Business Leadership Council of Washington DECA
    • Former Board of Trustees at KidsQuest Children’s Museum
    Personal Interests
    • Spending time outdoors with his wife, kids, friends, and family
  • Thomas Boyer, CFP®, MS
    Thomas Boyer, CFP®, MS Financial Advisor
    Thomas Boyer, CFP®, MS

    Thomas Boyer, CFP®, MS

    As a financial advisor with over 20 years of experience, Thomas spent 10 years working exclusively with fortune 500 corporate executives to provide advice on executive retirement benefits, financial planning, and investment management. He enjoys partnering with clients to provide unbiased investment advice tailored to help them achieve and preserve their financial freedom. Thomas lives in San Rafael, CA with his wife, son, and their two dogs.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • San Diego State University
      • Master's in Finance
    • Northern Arizona University
      • Bachelor's in Economics
    Community Involvement
    • Northern California Financial Planning Association
    • FINRA Arbitrator
    Personal Interests
    • Hiking
    • Biking
    • Golf
    • Hanging out with the family
  • Lorne Enquist, CPA/PFS, MPAcc
    Lorne Enquist, CPA/PFS, MPAcc Chief Financial Officer | Principal
    Lorne Enquist, CPA/PFS, MPAcc

    Lorne Enquist, CPA/PFS, MPAcc

    As a partner with Empirical, Lorne manages portfolios and shares his tax consulting experience for strategic tax planning for Empirical clients. Lorne has a combined 20 years of experience advising his clients on their tax and financial affairs. Lorne is a member of the financial planning committee which develops innovative planning solutions for clients. Lorne works with clients to prepare customized financial plans based on their unique needs, resources and goals. He helps them implement the plan with practical strategies, in order to navigate the complexities of their financial lives, building on strengths and addressing weaknesses. He provides ongoing monitoring and revising to meet their goals as well as their lifestyle.

    Professional Designation
    • Certified Public Accountant / Personal Financial Specialist
    Education
    • University of Washington
      • Master's in Professional Accounting in Taxation
      • Bachelor's in Accounting
    Community Involvement
    • American Institute of Certified Public Accountants
    Personal Interests
    • Spending time with his wife Tyera, daughter Maggie, and son Jackson
    • Spectating his children's sporting events
  • Karina Dahilig, CFA®
    Karina Dahilig, CFA® Portfolio Manager
    Karina Dahilig, CFA®

    Karina Dahilig, CFA®

    As a Portfolio Manager, Karina is dedicated to working with clients to develop tailored solutions to achieve their financial goals and objectives. She works with the investment team to conduct research and perform daily trading processes. In addition, Karina audits client portfolios to ensure Empirical's investment returns follow industry-wide, ethical standards. Karina is originally from Hawaii, but has called Seattle home for over 7 years.

    Professional Designation
    • Chartered Financial Analyst
    Education
    • Seattle University, Magna Cum Laude
      • Bachelor’s in Finance and Business Economics
    Community Involvement
    • CFA Society Seattle
    Personal Interests
    • Spending time with friends and family
    • Traveling to new countries
    • Watching Documentaries
  • Mark B. Umek, CFP®
    Mark B. Umek, CFP® Financial Advisor
    Mark B. Umek, CFP®

    Mark B. Umek, CFP®

    As a financial advisor with 15 years of experience, Mark is dedicated to providing clients with sound financial advice and exceptional service. He guides his clients through the financial planning process to create a plan that acts as their financial road map. Plans are then monitored on an ongoing basis to identify any necessary adjustments. Mark hopes his clients will consider him their most trusted advisor and advocate. He lives in Camas, WA with his wife Jenna and their two boys.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • San Diego State University
      • Executive Financial Planner Advanced Certificate
    • California State University, Long Beach
      • Bachelor's in Business Administration
    Community Involvement
    • Financial Planning Association of Oregon & S.W. Washington
    Personal Interests
    • Spending time with his family and friends
    • Watching movies and sporting events
  • Kenneth Chavis IV, CFP®
    Kenneth Chavis IV, CFP® Financial Advisor
    Kenneth Chavis IV, CFP®

    Kenneth Chavis IV, CFP®

    Kenneth is a Financial Advisor working closely with clients to develop, implement and monitor a personalized, comprehensive financial plan. Kenneth is well-versed in the areas of retirement planning, executive compensation plans, tax minimization strategies, and small business tax & retirement planning. Kenneth is passionate about exceeding his clients’ expectations and works diligently to coordinate all areas of his clients’ financial lives. When not helping clients, Kenneth enjoys traveling, the performing arts, and exploring the natural beauty of the Pacific Northwest.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • Boston University
      • Certificate in Financial Planning
    • Hawaii Pacific University, Summa Cum Laude
      • Bachelor's in Business Administration (Economics Concentration)
    Community Involvement
    • Financial Planning Association of Oregon and S.W. Washington
    • Progression Athletics International
    • Urban League of Portland Young Professionals
    Personal Interests
    • Traveling
    • Performing Arts
    • Basketball
    • Nature/Outdoors
  • Joseph Conachy, CFP®
    Joseph Conachy, CFP® Director of Business Development | Financial Advisor
    Joseph Conachy, CFP®

    Joseph Conachy, CFP®

    As Director of Business Development, Joe is responsible for implementing Empirical's strategic growth initiative by establishing and maintaining the firm's business relationships. In addition, Joe is a financial advisor with over 15 years of experience. He is well versed in helping clients create tax-efficient strategies, diversify concentrated stock positions, and legacy planning. Joe is passionate about focusing on his clients’ goals and executing strategies that optimize wealth over multiple lifetimes.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • University of Colorado, Boulder
      • Bachelor's in International Affairs
    Community Involvement
    • Assistant Coach, Willamette United Soccer Club
    • Assistant Coach/Volunteer, West Linn Baseball Assocation
    Personal Interests
    • Spending time with family
    • Golfing
    • Outdoor activities
  • Brian Reed, CFP®, MS
    Brian Reed, CFP®, MS Financial Advisor
    Brian Reed, CFP®, MS

    Brian Reed, CFP®, MS

    As a financial advisor at Empirical Wealth Management, Brian works to develop personalized financial planning strategies for our clients focusing on tax minimization, wealth management, and cash flow analysis. Brian is passionate about learning each client’s retirement goals and values to create a comprehensive financial plan while maximizing and protecting their wealth. With his prior experience as a portfolio manager, Brian is well versed in the relationship between financial planning and investment management and how to best implement each client specific strategy.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • Seattle University
      • Master's in Finance
    • University of Washington
      • Bachelor's in Economics
    Community Involvement
    • Humane Society
    Personal Interests
    • Fly fishing
    • Camping throughout the great Northwest
  • Taylor M. Wong, CPA
    Taylor M. Wong, CPA Tax Manager
    Taylor M. Wong, CPA

    Taylor M. Wong, CPA

    As a Tax Manager with Empirical, Taylor works with high net worth individuals, families and businesses to formulate and implement tax strategies to reduce their tax burden. With her extensive background in tax preparation and strategic tax planning, Taylor brings a depth of knowledge that can be coordinated with clients’ cash flow and retirement planning.

    Professional Designation
    • Certified Public Accountant
    Education
    • Central Michigan University
      • Bachelor's in Business Administration
    Community Involvement
    • American Institute of Certified Public Accountants
    • Oregon Society of Certified Public Accountants
    Personal Interests
    • Playing soccer
    • Hiking with her dogs
    • Board games
    • Exploring new restaurants
  • Milan McMakin
    Milan McMakin Associate Financial Advisor
    Milan McMakin

    Milan McMakin

    As an Associate Financial Advisor, Milan collaborates with Empirical’s financial advisors in building customized financial plans and investment strategies for clients. She has prior wealth management internship experience and years of experience in the service industry. Milan is passionate about providing an exemplary client experience and is highly committed to her professional development. She has plans to begin studying to become a CERTIFIED FINANCIAL PLANNER™ professional in the future.

    Education
    • University of Washington
      • Bachelor's in Business Administration
    Personal Interests
    • Fitness
    • Cooking
    • Spending time with family
    • Traveling
  • Elliott Appel, CFP®, CLU®, CDFA®
    Elliott Appel, CFP®, CLU®, CDFA® Director of Associate Advisors | Financial Advisor
    Elliott Appel, CFP®, CLU®, CDFA®

    Elliott Appel, CFP®, CLU®, CDFA®

    Elliott is a financial advisor with Empirical Wealth Management working with clients to explore, craft, and execute investment, tax, retirement, and insurance planning strategies to meet their goals. Elliott helps clients take advantage of opportunities to maximize and protect their wealth. He is passionate about behavioral finance and helping clients learn how they can make better financial decisions to improve their lives.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    • Chartered Life Underwriter
    • Certified Divorce Financial Analyst
    • Life and Disability Insurance Licensed
      • WA, OR, KS
      • CA Insurance License #0M45698
    Education
    • Seattle University, Summa Cum Laude
      • Bachelor's in Business Administration

     

     

    Community Involvement
    • Social Venture Partners (SVP)
    Personal Interests
    • Tennis
    • Hiking
    • Cooking
  • Benjamin C. Linford, CFA®
    Benjamin C. Linford, CFA® Portfolio Manager
    Benjamin C. Linford, CFA®

    Benjamin C. Linford, CFA®

    As a Portfolio Manager, Ben is passionate about developing and managing tailored portfolio solutions for each of his clients. He strives to maximize the likelihood of his clients achieving their goals by managing their portfolios in a disciplined and efficient manner. Ben has nearly 15 years of investment management experience serving in both Portfolio Manager and Quantitative Research Analyst roles while working with some of the largest institutional clients in the world.

    Professional Designation
    • Chartered Financial Analyst
    Education
    • University of Chicago
      • Bachelor’s in Economics
    Community Involvement
    • Board Member – Seattle 4 Rotary Club / Seattle Rotary Service Foundation
    • Former Member – Anchorage Rotary Club
    • Leadership Tomorrow – Class of 2016
    • CFA Society of Seattle
    Personal Interests
    • Spending time with his wife, Brooke and three kids (Keller, Landon, and Jocelyn)
    • Playing Live Music while raising money for youth music and sports
    • Working on his family’s built-from-scratch ski cabin
  • Michael Coursolle, CFP®
    Michael Coursolle, CFP® Associate Financial Advisor
    Michael Coursolle, CFP®

    Michael Coursolle, CFP®

    As an Associate Financial Advisor, Michael collaborates with Empirical's financial advisors to build personalized solutions to help clients achieve their financial goals. He assists in the development and implementation of financial plans and investment strategies. Michael is passionate about exceeding his clients’ expectations, and works diligently to ensure proper coordination between all areas of his clients’ financial life. When not helping clients, Michael enjoys life with his wife, Veronica, and three sons, Jackson, Charles, and Oliver. He loves the outdoors and fishing.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • University of Oregon
      • Bachelor's in Economics and Spanish
  • Robert Thomas, CPA
    Robert Thomas, CPA Tax Manager
    Robert Thomas, CPA

    Robert Thomas, CPA

    As a tax manager at Empirical, Robert provides tax planning and compliance for high net worth individuals, their families, and their businesses. With an extensive background in tax preparation, Robert brings a wealth of tax knowledge to optimize each individual client’s specific tax situation.

    Professional Designation
    • Certified Public Accountant
    Education
    • University of Washington
      • Bachelor’s in Accounting

     

    Personal Interests
    • Skiing
    • Sailing
    • Golf
    • Tennis
    • Cycling
  • Jason Sulkosky, CFP®
    Jason Sulkosky, CFP® Financial Advisor
    Jason Sulkosky, CFP®

    Jason Sulkosky, CFP®

    As a financial advisor for over 18 years, Jason is committed to building close relationships with his clients. He values a pleasant wealth management experience that is built on a foundation of clear communication, trust and setting proper expectations. Having worked with both individual clients and 401k plan sponsors, Jason is well versed with formulating investment and planning strategies to successfully meet his client’s goals.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    • University of Washington
      • Bachelor's in Business Finance
    Personal Interests
    • Spending time with his wife, Arianna
    • Playing a round of golf
  • Simon Liu, PMP®, CMFC®
    Simon Liu, PMP®, CMFC® Chief Marketing Technology Officer | Principal
    Simon Liu, PMP®, CMFC®

    Simon Liu, PMP®, CMFC®

    As Chief Marketing Technology Officer, Simon manages the technology and marketing needs for Empirical. He works to maintain and develop efficiencies with the tools our advisory team uses and ensures that our clients’ personal data is kept private and secure. With a keen eye for design, Simon works closely with the partners to develop and improve the Empirical brand. Through the use of technology, they work to enhance each client’s experience with his or her advisor, building trust and clarity. With a background in portfolio management and as an associate advisor, Simon has a clear understanding of what is required to stay at the forefront of our clients’ needs.

    Professional Designation
    • Project Management Professional ®
    • Chartered Mutual Fund Counselor ℠
    Education

     

    • University of Washington
      • Bachelor's in Economics
    Personal Interests
    • Cooking
    • Traveling
    • Exercising
    • Dining
    • Technology and Gadgets
  • Michael Randall, CFP®, EA
    Michael Randall, CFP®, EA Financial Advisor
    Michael Randall, CFP®, EA

    Michael Randall, CFP®, EA

    As a financial advisor, Michael creates customized solutions for his clients by determining opportunities relating to tax minimization, financial planning, and investment management. He is dedicated to helping clients reach their personal goals with thorough planning and monitoring through every step of the process.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    • IRS Enrolled Agent
    Education
    • University of California, Berkeley
      • Bachelor's in Economics
    Community Involvement
    • Alumni Board Member – Berkeley Undergraduate Economics Association
    • Former Assistant Men’s Soccer Coach – Murrieta Valley High School
    Personal Interests
    • Camping/Outdoors
    • Music
    • Travel
  • Kyle Dodrill
    Kyle Dodrill Associate Financial Advisor
    Kyle Dodrill

    Kyle Dodrill

    As an Associate Financial Advisor, Kyle works diligently with Empirical’s financial advisors to execute the various aspects of clients’ financial plans and investment strategies. Kyle is passionate about providing clients with excellent service and helping them achieve their financial goals. Kyle is an Oregon native who lives in Portland with his wife Kim and two young children. He is currently studying to become a CERTIFIED FINANCIAL PLANNER™ professional .

    Education
    • Oregon State University, Magna Cum Laude
      • Bachelor's in Business Finance
    Personal Interests
    • Spending time with family
    • Watching sports
    • Reading
  • John Miller
    John Miller Associate Financial Advisor
    John Miller

    John Miller

    As an Associate Financial Advisor with Empirical Wealth Management, John collaborates with advisors and clients to assist in developing and implementing financial plans. He has previous experience as an associate portfolio manager assisting the investment team with daily trading tasks, research and analysis. John supports financial advisors in identifying tax minimization, investment management and financial planning opportunities.

    Education
    • University of Washington
      • Bachelor’s in Business Administration
        • Major in Accounting and HR Management
    Community Involvement
    • Volunteer at the St. Martin De Pores Shelter in Seattle
    Personal Interests
    • Hiking
    • Traveling
    • Cooking

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