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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Tassie Medlin, CFP®, CMA®, MBA
    Tassie Medlin, CFP®, CMA®, MBA Financial Advisor
    Tassie Medlin, CFP®, CMA®, MBA

    Tassie Medlin, CFP®, CMA®, MBA

    As a financial advisor, Tassie helps clients make the world a better place, one informed financial decision at a time. Teaching financial fundamentals and goal-focused planning to individuals of all ages and entrepreneurs at all stages is a vital part of her life work. Tassie especially enjoys helping professionals and business owners who are committed to using wealth to accomplish their passion projects through comprehensive financial planning.

    Professional Designation
    • CERTIFIED FINANCIAL PLANNER™ professional
    • CERTIFIED MANAGEMENT ACCOUNTANT
    • Life, Disability, and Annuity Insurance Licensed
      • WA Insurance License #890213
    Education
    • College for Financial Planning
      • Certificate in Financial Planning
    • University of Oregon
      • Master's in Business Administration
    • Colorado Mesa University
      • Bachelor's in Computer Science
      • Bachelor's in Business Administration
    Community Involvement
    • Financial Planning Association
    • Accounting & Financial Women’s Alliance
    • Institute of Management Accountants
    Personal Interests
    • Exploring new worlds, real and imagined
    • Creative and artistic endeavors
    • Seeking joy in games and technology
  • Michael Kelly, CFA®, CFP®, EA, MS
    Michael Kelly, CFA®, CFP®, EA, MS President | Chief Wealth Strategist | Principal
    Michael Kelly, CFA®, CFP®, EA, MS

    Michael Kelly, CFA®, CFP®, EA, MS

    As the President and Chief Wealth Strategist, Michael is responsible for overseeing the execution of the firm's long term vision and strategy. He leads the investment committee and oversees the creation and design of Empirical's investment strategies. Michael works directly with clients to design custom solutions to achieve their financial goals. Michael previously served as Empirical's Chief Investment Officer. Prior to Empirical, he worked as an Institutional Portfolio Specialist serving governments, corporations, non-profits, and other organizations around the world. He was a Senior Equity Research Analyst covering the Health Care, Financials, Consumer Staples, Utilities, Communications Services, and Real Estate sectors. He 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
  • Su Choi
    Su Choi Vice President
    Su Choi

    Su Choi

    As Vice President and Director of Asia, Su works directly with Chief Executive Officer, Kenneth Smith and the executive team on various projects with a specialized focus on facilitating opportunities within Asia

    Education
    • University of Washington
      • Bachelor's in Japan Studies
    Community Involvement
    • Former Chapter Member - National Charity League, Inc
    Personal Interests
    • Tennis
    • Pickle Ball
    • Reading
    • Cooking
  • Erik Lehr, CFA®, CAIA®, MS, MA
    Erik Lehr, CFA®, CAIA®, MS, MA Chief Investment Officer
    Erik Lehr, CFA®, CAIA®, MS, MA

    Erik Lehr, CFA®, CAIA®, MS, MA

    As Chief Investment Officer, Erik oversees portfolio research, investment strategy execution, and the Portfolio Management team. He works directly with clients to develop and maintain their investment portfolios. Additionally, Erik is the Portfolio Manager of the Empirical Alternative Income Fund, LP. Outside of work, Erik is an active member of his community and serves on several city boards and commissions.

    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
    • Chapter Executive - CAIA Society (Seattle Chapter)
    • Board Member – Beaverton Urban Renewal Advisory Committee
    • Board Member – Five Oaks/Triple Creek Neighborhood Association Committee
    • Board Member – Beaverton Committee for Community Involvement
    • CFA Society of Portland
    • Portland Alternative Investment Association
    • City Club of Portland
    Personal Interests
    • Scuba diving
    • Traveling
    • Spending time with his three dachshunds
  • Maggie Chi Liu, MBA, MS
    Maggie Chi Liu, MBA, MS Financial Advisor
    Maggie Chi Liu, MBA, MS

    Maggie Chi Liu, MBA, MS

    As a Financial Advisor with over 17 years of experience, Maggie spent 12 years in brokerage branch management and 5 years in financial planning and investment management. She guides her clients through each financial decision and dedicates her passion in leading her clients to accomplish financial goals. Maggie is well-versed in working with Chinese speaking clientele, retirement planning, tax efficiency strategies, and executive compensation plans. She is a military spouse sustaining 4 active duties with her husband and one son over the past 10 years, which is another devoted cause of hers to support military families in the Family Readiness Group.

    Education
    • Golden Gate University
      • Master's in Taxation
    • Seattle City University
      • Master of Business Administration in Financial Management
    • Washington State University
      • Bachelor's in Business Marketing
    Community Involvement
    • 361st PSYOP Family Readiness Group
    Personal Interests
    • Spending time with family
    • Traveling
    • Building LEGO
    • Visiting museums
    • Attending live performing arts
  • 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
  • Denise Tirrell, JD
    Denise Tirrell, JD Director of Estate Planning Education
    Denise Tirrell, JD

    Denise Tirrell, JD

    As Director of Estate Planning Education, Denise applies her many years of experience as a trusts and estate practitioner to guide the firm's wealth transfer strategies with an emphasis on Federal and State tax planning, gift tax planning, and generational planning. Denise enjoys helping individuals and families understand the process of developing their estate plan to realize their legacy objectives

    Professional Designation
    • California State Bar
    Education
    • Loyola Law School, Los Angeles
      • Juris Doctor (JD)
    • University of California, Irvine
      • Bachelor's in Biochemistry and Molecular Biology
    Community Involvement
    • Orange County Bar Association
    • Westside Bar Association
    Personal Interests
    • Spending time with her husband and three children
    • Attending Broadway shows
    • Playing competitive Pickleball
    • Playing card and board games with family and friends
  • 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
  • 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.

    Education
    • University of Washington
      • Bachelor's in Business Administration
    Personal Interests
    • Fitness
    • Cooking
    • Spending time with family
    • Traveling
  • 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
  • Angela Warmuth, CPA, MPAcc
    Angela Warmuth, CPA, MPAcc Tax Manager
    Angela Warmuth, CPA, MPAcc

    Angela Warmuth, CPA, MPAcc

    With over 15 years of experience serving individuals and businesses in minimizing taxes, Angela brings a wealth of knowledge that can be coordinated and applied to each client's unique tax situation. Her expertise ranges from tax return preparation, accounting, compliance, and tax administration in private, public, and government sectors. Angela is passionate in working with clients to formulate and implement innovative solutions to reduce their tax burden.

    Professional Designation
    • Certified Public Accountant
    Education
    • University of Washington
      • Master's in Professional Accounting in Taxation
      • Bachelor's in Accounting and Finance
    Community Involvement
    • VITA Program, United Way of King County
    • Washington  Society of CPA's
    • Filipino American Association of CPA's
    • Changes Parent Support Group
    Personal Interests
    • Hiking
    • Traveling
    • Listening to music
    • Spending time with family and friends
    • Continuous learning
  • 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
  • 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
  • Jordan Edwards, CFA®, CFP®
    Jordan Edwards, CFA®, CFP® Financial Advisor
    Jordan Edwards, CFA®, CFP®

    Jordan Edwards, CFA®, CFP®

    Jordan is a financial advisor with over 12 years of experience helping clients achieve their financial goals. Jordan has worked closely with tech executives and business owners, implementing strategies to minimize their taxes and diversify concentrated positions. Jordan is passionate in helping clients grow and protect their wealth while being mindful of the impact taxes have on their long-term financial plan. Jordan moved to the Pacific Northwest in 2016 after living in Texas most of his life and is an avid winter sports enthusiast. Jordan has a passion for helping those with special needs and volunteers with Outdoors for All to teach people with disabilities how to adapt and enjoy the amazing outdoor activities the Northwest offers.

     

    Professional Designation
    •  Chartered Financial Analyst
    • CERTIFIED FINANCIAL PLANNER™ professional
    Education
    •  Texas A&M University
      • Bachelor’s in Economics
    Community Involvement
    •  Outdoors for All – Stand Snowboard Instructor
    • CFA Society of Seattle
    Personal Interests
    •  Winter sports
    • Hiking with his dog, Dakota
    • Being on the water
  • Joseph C. Mercado
    Joseph C. Mercado Director of Business Development
    Joseph C. Mercado

    Joseph C. Mercado

    Joe is the Director of Business Development and Strategic Initiatives. He is responsible for growing the firm through the maintenance and expansion of current business relationships, mergers and acquisitions, and opening new markets for expansion. Additionally, he works closely with the Advisory team to ensure all clients are provided the best service and works to continually improve the client experience.
    Education
    • University of Washington
      • Bachelors of Art
    • Harvard University
      • Strategic Business Management
    Community Involvement
    • Orphans of Asia
    Personal Interests
    • Golf
    • Tennis
    • Basketball
    • Camping
  • 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
  • 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
  • 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.

    Education
    • Oregon State University, Magna Cum Laude
      • Bachelor's in Business Finance
    Personal Interests
    • Spending time with family
    • Watching sports
    • Reading
  • Michael Coursolle, CFP®
    Michael Coursolle, CFP® Financial Advisor
    Michael Coursolle, CFP®

    Michael Coursolle, CFP®

    As a financial advisor, Michael facilitates the development and ongoing implementation of financial strategies designed to build and protect wealth. He works diligently to understand each client's financial situation in order to coordinate all aspects of their financial life. While not working with clients, Michael enjoys life with his wife and three sons, the outdoors, and fishing.

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

    Paul Kim, CPA

    As a tax manager at Empirical, Paul provides tax planning and compliance for high-net-worth individuals, families, and their businesses. With his extensive background in tax preparation, planning, and compliance, Paul is dedicated to helping clients implement tax strategies according to each individual client's needs.

    Professional Designation
    • Certified Public Accountant
    Education
    • California State University, Fullerton
      • Bachelor's in Accounting and Finance
    Personal Interests
    • Golf
    • Tennis
    • Cycling
    • Traveling
    • Playing the guitar and bass

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