Our Team
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Kenneth R. Smith, CFP®, MS Chief Executive Officer | Principal
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
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Lindsay Farnsworth, IACCP® Financial and Operations Manager
Lindsay Farnsworth, IACCP®
As Financial and Operations Manager, 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
- Bachelor's in Business Administration
Personal Interests
- Running
- Golfing
- Photography
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James A. Jones II, JD, CPA, MPAcc Director of Tax and Wealth Transfer | Principal
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
- President, Issaquah Select Basketball
- Board Member, Eastside Travel League
- Youth Basketball Coach, Elite Sports Academy
Personal Interests
- Spending time with wife, Katie, and their two sons, James and Liam
- Reading
- Playing basketball
- Sports Coaching
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Taylor M. Larson, CPA Senior Tax Manager
Taylor M. Larson, 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
- Saturday Academy - Board Member
Personal Interests
- Playing soccer
- Hiking with her dogs
- Board games
- Exploring new restaurants
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Ethan Broga, CFP®, MS Director of Financial Planning | Principal
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
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Maggie Chi Liu, MBA, MST, CPWA® Financial Advisor | Director of Asian Client Services
Maggie Chi Liu, MBA, MST, CPWA®
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.Professional Designation
- Certified Private Wealth Advisor® professional
- *CA License #0D62654, Empirical Insurance LLC CA License #0M45698
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
- Certified Private Wealth Advisor® professional
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Shan Zubair, CFP®, MS Financial Advisor | Principal
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
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Jaime Paris, CFA®, CAIA®, MA Senior Portfolio Manager
Jaime Paris, CFA®, CAIA®, MA
As a Senior 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
- Chartered Alternative Investment 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
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Lorne Enquist, CPA/PFS, MPAcc Chief Financial Officer | Principal
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
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Jaime White Chief Operating Officer
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
- Seattle University
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Simon Liu, PMP®, CMFC® Chief Marketing Technology Officer | Principal
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
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Tassie Medlin, CFP®, CMA®, MBA Financial Advisor
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
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Life and Health Insurance Licensed in
- Washington, Oregon, California*, Alaska, Idaho, and Kansas
- *CA Insurance License #4108116, Empirical Insurance LLC CA License #0M45698
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
*CA Insurance License #4108116, Empirical Insurance LLC CA License #0M45698
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Michael Kelly, CFA®, CFP®, EA, MS President | Chief Wealth Strategist | Principal
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 institutions and individual 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. In this role he reviewed and counseled on investment policy statement design, communicated portfolio strategy details, and led the team’s client servicing efforts. He was a Senior Equity Research Analyst and part of a team that managed over $100 billion of assets across 20 active equity strategies. He covered the Health Care, Financials, Consumer Staples, Utilities, Communication Services, and the Real Estate sectors. He co-authored a book discussing the details and complexities of investing in Health Care 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 - Multnomah Athletic Foundation
- CFA Society of Portland
Personal Interests
- Spending time with his wife, Megan, and two sons.
- Listening to live music
- Hiking
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Cristina Campbell, CFP®, MBA Financial Advisor
Cristina Campbell, CFP®, MBA
Cristina brings over thirteen years industry experience, with an emphasis in helping her clients develop, implement and monitor the success of their financial plans. Through comprehensive planning, Cristina partners with clients to develop tax efficient investment strategies that best align with their lifetime goals. Prior to joining Empirical, Cristina worked for Fidelity Investments, serving as a Financial Consultant. In this role she helped high net worth households achieve their financial objectives through comprehensive planning. Cristina began her career in financial services in 2008, working at Charles Schwab serving as subject matter expert in retirement products and strategies.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
- Life Insurance Licensed
- *CA License #0J02065, Empirical Insurance LLC CA License #0M45698
Education
- California Lutheran University
- Master's in Business Administration
- University of California, Berkeley
- Certificate in Financial Planning
- Sonoma State University
- Bachelor's in Business Administration
Community Involvement
- Fundraiser and participant, Boston Marathon for Ellis Memorial
- Food delivery to chronically ill, Project Open Hand
- Financial education and literacy, Local Community
Personal Interests
- Spending time with family and friends
- Snowboarding
- Playing tennis
- Hiking
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Erik Lehr, CFA®, CAIA®, MS, MA Chief Investment Officer | Principal
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
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Wenwen Dong, CFP®, MA Financial Advisor
Wenwen Dong, CFP®, MA
Wenwen started her financial planning career about seven years ago after her retirement as a professional dancer. She finds helping people with holistic financial planning to be especially rewarding. Coming from a background of working with high net worth and ultra-high net worth clients, she is experienced in providing solutions in taxes, real estate, investments, estate planning and public pension system benefits selection. She is actively pursuing the Chartered Financial Analyst designation to further enhance clients' experience in investment conversations and placement.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
Education
- University of Oregon, Eugene
- Master’s in Arts
- Wuhan University
- Bachelor’s in Science
Personal Interests
- Dance
- Camping
- Fishing
- Running
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Mark B. Umek, CFP® Financial Advisor
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
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Jessica Roks, CFP® Financial Advisor
Jessica Roks, CFP®
A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Jessica has over 13 years of experience working with high and ultra-high net worth individuals and families in the areas of investments, employee benefits, retirement planning, tax planning, risk management, estate planning, and education planning. She is passionate about helping clients attain financial peace of mind and achieve their objectives through customized, goals-based financial planning. Jessica lives in Irvine with her husband and three daughters.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
Education
- University of California, San Diego
- Bachelor’s in Economics
- Bachelor’s in Psychology
- College for Financial Planning
- Certificate in Financial Planning
Community Involvement
- Orange County Audubon Society
- Girl Scouts of the USA
Personal Interests
- Attending live music events
- Travel and sightseeing
- Spending time with friends and family
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Thomas Boyer, CFP®, MS Financial Advisor
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
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Tanya E. Rhodes, CFA®, CFP® Portfolio Manager
Tanya E. Rhodes, CFA®, CFP®
As a Portfolio Manager, Tanya applies her extensive investment industry experience of over 30 years to Empirical client portfolios to ensure that they are managed in accordance with the specific client’s risk and return objectives and that the portfolio investments will support their financial goals into the future. Her career includes positions with investment advisors serving institutional and high net worth clients, trust companies, consultants, and The Washington State Investment Board. Tanya holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional designations, which in combination gives her a holistic perspective to portfolio management.Professional Designation
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Education
- University of Washington
- Bachelor's in Economics
Community Involvement
- Member of the Financial Planning Association of Puget Sound
- Member of the CFA® Society of Seattle
- Member of the Seattle Alternative Investments Association
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Jason Sulkosky, CFP® Financial Advisor
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
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Courtney Campbell Associate Financial Advisor
Courtney Campbell
Courtney manages and supports the Portland office to ensure a positive experience for both client and employee alike. She brings with her a tenured experience in administration and project management, working closely with C-Suite executives. Courtney is passionate in promoting social and environmental sustainability and has served on committees that support these initiatives.Education
- Grand Canyon University, Summa Cum Laude
- Bachelor's in Psychology
- Bachelor's in Justice Studies
- Paralegal Certification
Personal Interests
- Travel
- Outdoor Activities
- Indulging in Portland's food scene
- Grand Canyon University, Summa Cum Laude
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Jordan Edwards, CFA®, CFP® Financial Advisor
Jordan Edwards, CFA®, CFP®
Jordan is a financial advisor with 15 years of experience helping clients achieve their financial goals. He has worked closely with tech executives and business owners, helping them save on taxes while building a plan to secure their financial future. Jordan moved to the Pacific Northwest in 2016 after living in Texas most of his life and has since become avid winter sports enthusiast. He lives in Issaquah with his wife, daughter and two dogs and gets outdoors to hike and experience the great PNW as often as he can.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
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Qun Li, CPA, MS Tax Manager
Qun Li, CPA, MS
As a tax manager at Empirical, Qun focuses on assisting high net worth individuals, families, and their businesses with tax compliance, planning, and strategy. She truly enjoys cultivating relationships and trust with clients. With her extensive background in tax preparation, planning, and compliance, Qun is dedicated to helping clients implement tax strategies that complement their overall financial plan.Professional Designation
- Certified Public Accountant
Education
- University of Colorado at Boulder
- Masters in Accounting
- Bachelors in Accounting
Personal Interests
- Traveling
- Boating
- Hiking
- Pilates
- Board games
- Scuba Diving
- Snowboarding
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Joseph C. Mercado Director of Business Development
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
- University of Washington
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Dona M. Shimer CPA, MAcct Tax Manager
Dona M. Shimer CPA, MAcct
As a Tax Manager, Dona works with high net worth clients as well as their businesses and families. As part of a team, she helps clients achieve their tax and financial goals, both long and short-term. Dona has an extensive background with estates, trusts, nonprofits, asset protection, individual tax, corporate tax, and estate/tax planning. Her diverse background in public, private, governmental, and nonprofit accounting gives her a holistic view of how best to serve clients.Professional Designation
- Certified Public Accountant
Education
- University of Montana
- Masters of Accountancy
- Bachelor of Science in Business Administration with emphases in Accounting and Information Systems
Community Involvement
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
Personal Interests
- Mountain Biking
- Acrylic Painting/Fluid Art
- Candle and Jewelry Making
- Baking
- Card/Board Games
- Bunco
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Jacob Gamble, MS Business Development Manager
Jacob Gamble, MS
Jacob has more than 20 years of combined global experience in management consulting, investment banking, investment management, growth initiatives, and corporate communications. Prior to Empirical, he worked as the CEO and Chair of the Board for a publicly traded Consumer Staples company, the COO for a hedge fund, a fiduciary consultant, and as a Portfolio Specialist for an investment firm serving governments, multi-national corporations, non-profits, and family offices in Europe.Education
- Florida Institute of Technology
- Master of Science in Management
- Oregon State University
- Bachelor of Science in General Science
- Minor in Chemistry
- Applied Ethics Certificate
Community Involvement
- James Roy Foster Foundation
- Chabad Lubavitch of Clark County
- Northwest Association for Blind Athletes
- National MS Society
- Humane Society of SW Washington
- Vancouver Symphony Orchestra
Personal Interests
- Travel with family
- Macro Economics
- Home improvement projects
- Live comedy and music
- Florida Institute of Technology
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Brian Reed, CFP®, MS Financial Advisor
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
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Maria Healey Operations Specialist
Maria Healey
With over 15 years of experience in the finance industry, Maria is passionate in providing a world-class experience for her clients. She works closely with the Advisory teams to provide operational and administrative support. Maria strives for continuous improvement not only in the work she performs but also between the teams she works with.Education
- Philippine School of Business Administration, QC, Philippines
- Bachelor's in Business Administration
Personal Interests
- Bowling
- Volleyball
- 80's Music
- Movies
- Philippine School of Business Administration, QC, Philippines
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Shannon Bene, CFP®, MBA, ECA Financial Advisor
Shannon Bene, CFP®, MBA, ECA
With over 20 years of experience, Shannon is committed to helping his clients and their families implement and maintain strong financial planning, investment management, tax minimization strategies, and estate planning. His passion started as a young adult, having always been interested in understanding personal finance and how to optimize one's wealth, Shannon dedicated himself to learn through formal education, leading organizations, and knowledgeable individual. Seeing his clients realize their financial goals, achieve a peace of mind about their finances all the while developing a great working relationship is what drives him further in his craft. Along with his wife, Ellen, and two children, Shannon enjoys playing in the forests, mountains, and waters of the Pacific Northwest.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
- Equity Compensation Associate (ECA)
Education
- Boston College
- Master's in Business Administration
- Southern Methodist University
- Bachelor’s in Arts
Community Involvement
- Northwest Trail Alliance
Personal Interests
- Mountain biking
- Bicycle restoration
- Soccer
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Gili Hadari Office Manager
Gili Hadari
Gili provides support to the Seattle office and helps manage the day to day activities to ensure a positive experience for both clients and employees. She comes to Empirical with a background in project management, administration and hospitality where she developed her propensity for applying creative solutions to complex problems. Gili is passionate about her community and has an affinity to build relationships and create meaningful experiences.Education
- University of Washington
- Project Management Certificate
- Hebrew university of Jerusalem
- Bachelor's Latin American Studies
Personal Interests
- Traveling
- Yoga
- Music
- Spending time with friends & family
- Learning new languages
- University of Washington
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Chance Leiseth, CFP® Financial Advisor
Chance Leiseth, CFP®
As a financial advisor, Chance has over 10 years of experience working with high-net-worth individuals and families. He enjoys partnering with his clients to identify and create a roadmap to their financial goals. Chance is skilled in tax-efficient wealth planning and enjoys simplifying complex financial strategies to his clients.
Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
- Life and Health Insurance Licensed in
- *CA License #0I42831, Empirical Insurance LLC CA License #0M45698
Education
- University of Idaho
- Bachelor’s in Business Marketing
Community Involvement
- Solano County Search and Rescue
Personal Interests
- Surfing, skiing, and hiking
- Traveling the world and experiencing new adventures
- Spending time with my wife and pets
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Erich Gebbie, CFP®, MBA Financial Advisor
Erich Gebbie, CFP®, MBA
As a Financial Advisor, Erich takes a hands-on approach to implement clients' financial goals and strategies with great thoughtfulness. With over 20 years of experience working with ultra-high net worth clientele, Erich has gained a strong understanding of strategies and considerations facing families and business owners. Regardless of the complexity, clients appreciate his ability to bridge the quantitative and qualitative issues they face. Erich enjoys coaching his children's sports teams and exploring the Northwest outdoors.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
Education
- University of Notre Dame
- Master's in Business Administration
- Seattle University
- Bachelor's in Accounting
Community Involvement
- Coaching various sports
Personal Interests
- Spending time with his wife and four kids
- Motorcycles
- Skiing
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Kerstin Zarate, CPA Tax Manager
Kerstin Zarate, CPA
As a tax manager at Empirical, Kerstin applies her tax and auditing expertise to assist clients with their tax planning and compliance needs. She focuses on building client relationships and cultivating trust. Kerstin is dedicated to helping clients plan and implement beneficial tax strategies that work in tandem with their overall financial plan.Professional Designation
- Certified Public Accountant
Education
- San Jose State University
- Bachelors in Accounting
Community Involvement
- California Society of CPA’s
- American Institute of Certified Public Accountants
Personal Interests
- Spending time with husband, Jason and bernedoodle, Rufus
- Gardening
- Pure Barre instructor
- Traveling
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Robert Thomas, CPA Financial Advisor
Robert Thomas, CPA
As a financial advisor, Robert is passionate about helping clients navigate important life decisions and building lasting relationships. He brings a wealth of knowledge when it comes implementing tax reduction strategies into client’s financial plans. Robert takes a proactive planning approach to ensure strategies are implemented timely and accurately. He is a Wisconsin native and now lives in Coto De Caza with his wife Trina.Professional Designation
- Certified Public Accountant
Education
- University of Washington
- Bachelor’s in Accounting
Personal Interests
- Skiing
- Golf
- Tennis
- Cycling
- Guitar
- Reading
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Jared Drechsler, CPA Senior Tax Manager
Jared Drechsler, CPA
As a tax manager at Empirical, Jared provides tax planning and compliance for high-net-worth individuals, multi-generational family groups, trusts, their businesses, and real estate including IRC 1031 exchanges. With his extensive background in tax preparation, planning, and compliance, Jared is dedicated to assisting clients in implementing tax strategies and planning according to each client's specific needs.Professional Designation
- Certified Public Accountant
Education
- University of California at Santa Cruz
- Bachelor’s in Business Economics Management
Community Involvement
- California Society of Certified Public Accountants
Personal Interests
- Spending time with his wife, son, dog, friends, and family
- Hiking
- Traveling
- Collecting Vinyl records
- Reading
- Cooking
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Pete Michel, CFA®, MA Senior Fixed Income Strategist
Pete Michel, CFA®, MA
As a Senior Fixed Income Strategist, Pete works with Portfolio Managers to build and manage customized fixed income portfolio solutions in accordance with clients' financial goals and risk and return objectives. Prior to Empirical, Pete spent 15 years working for an investment firm serving individual investors, governments, non-profits, and corporations. As a Research Group Manager and Portfolio Engineer, he was part of a team managing $13 billion of assets across 40 fixed income strategies, aligned resources to scale up fixed income AUM, led teams of research analysts, created external content and hosted client seminars and institutional meetings. Outside of work, you'll find Pete exploring the PNW with his wife and two children or spectating their various sports.Professional Designation
- Chartered Financial Analyst
Education
- University of San Francisco
- Master's in Economics
- San Francisco State University
- Bachelor's in Economics
Community Involvement
- CFA Society of Portland
Personal Interests
- Traveling
- Exercising
- Spectating his kids' sporting events
- Reading about history, economics, and finance
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Justin Buller, IACCP® Chief Compliance Officer
Justin Buller, IACCP®
Justin has over 22 years of experience in the investment management industry, with a deep knowledge of investment operations, trading and served as CCO to a Seattle-based registered investment adviser for over 10 years. His thorough understanding of the investment adviser regulatory landscape helps ensure Empirical maintains the highest level of ethical business practices and upholds its fiduciary obligation of always placing our clients’ interests first.Professional Designation
- IACCP® – Investment Adviser Certified Compliance Professional
Education
- Seattle University
- Bachelor's in Finance
Personal Interests
- Enjoys spending time with his wife and four children
- Owns horses and goats on their property
- Accomplished amateur golfer
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Christopher Auten, CFA®, CFP® Portfolio Manager
Christopher Auten, CFA®, CFP®
As a Portfolio Manager, Chris applies his extensive wealth management experience to take a holistic approach in building customized, goal-based portfolios for clients and create investment allocations with the appropriate risk and return objectives. Chris also enjoys helping clients understand behavioral finance and the importance of disciplined investing. Born and raised in the Los Angeles area, Chris recently moved back to Southern California to join Empirical after living in Connecticut. He started his professional career as trader in Greenwich, CT, before transitioning into wealth management. He then spent a combined nearly ten years at two registered investment advisors in the northeast holding investment management roles as a trader, research analyst and portfolio manager. Chris brings vast experience in quantitative and qualitative portfolio construction, manager due diligence, and data analysis. He also has an interest in disruptive technologies and how financial technology solutions can enhance the client experience.Professional Designation
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Education
- New Mexico State University
- Bachelor’s in Finance
Personal Interests
- Spending time with family and friends
- Sports
- Traveling
- Paddleboarding
- Snowboarding
- Live music
- Photography
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D. Scott Raney, CFP®, ChFC®, ABFP℠ Financial Advisor
D. Scott Raney, CFP®, ChFC®, ABFP℠
As a financial advisor, Scott enjoys being an integral part of a client’s financial journey. Prior to joining Empirical, he spent 18 years working with individual investors, 401k Plan Sponsors, and their respective participants delivering retirement planning consultations. Scott believes education and communication are the cornerstones of a successful financial planning relationship that lead to positive outcomes. Scott, along with his wife and two boys, enjoy visiting both National and Texas State Parks.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Accredited Behavioral Finance Professional℠ (ABFP℠)
- Accredited Wealth Management Advisor℠ (AWMA®)
- Accredited Asset Management Specialist℠ (AAMS®)
- Chartered SRI Counselor℠ (CSRIC®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Chartered Retirement Plans Specialist℠ (CRPS®)
Education
- Northern Arizona University
- Bachelor of Science in Biology/Chemistry
Community Involvement
- VRHS Band Boosters
- Texas Humane Heroes
Personal Interests
- Hiking
- Camping
- Traveling
- Sports Dad
- Band Dad
- Spending time with the family
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Sharon Lee Office Manager
Sharon Lee
As Office Manager, Sharon provides support to the Los Angeles location and ensures an excellent experience for both clients and employees. She comes to Empirical with a background in business administration, business development, and management. Sharon believes in teamwork and strives to create an inclusive environment. Her experience in sales and administration allows her to connect with many people of diverse backgrounds.Education
- San Jose State University
- Bachelor's in Communications
- Mt. San Antonio College
- Associate's in Kinesiology
- Nursing Program
Community Involvement
- Volunteering at the hospital and convalescent homes
Personal Interests
- Yoga
- Reading
- Hiking
- Watching movies
- Going to live concerts
- Sightseeing and travel
- Exploring new places and restaurants
- Being with friends and family
- San Jose State University
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John Miller, CPA, CFP® Associate Financial Advisor
John Miller, CPA, CFP®
As an Associate Financial Advisor, John collaborates with advisors and clients to assist in developing and implementing financial plans. John has previous experience as an associate portfolio manager. He graduated cum laude with a Bachelor of Arts in business administration with an accounting and HR management double major from the University of Washington. John is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.Professional Designation
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™ professional
Education
- University of Washington
- Bachelor’s in Business Administration
- Major in Accounting and HR Management
- Bachelor’s in Business Administration
Community Involvement
- Youth Group Leader for Saint Teresa of Calcutta
Personal Interests
- Hiking and Climbing
- Traveling
- Cooking
- Jiujitsu
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Paul Kim, CPA Tax Manager
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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Alex Bartos, CFA®, CFP® Financial Advisor
Alex Bartos, CFA®, CFP®
As a Financial Advisor, Alex applies his skill set to help individuals and their families execute on customized financial plans to meet their goals and objectives. He has been in the investment industry since 2007, primarily at what would become one of the largest investment managers in the US. Alex is experienced in matching allocations to appropriate risk and return expectations; constructing and guiding clients through comparative investment analysis while considering tax implications, concentrated holdings, and behavioral biases. Alex grew up in West Los Angeles, where he served his community as a youth mentor and developed the belief that the best teacher is a student at heart.Professional Designation
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Education
- University of California, San Diego
- Bachelor’s in Molecular Biology
- Bachelor’s in Economics
Community Involvement
- Los Angeles Public Library’s Adult Literacy Program
Personal Interests
- Surfing
- Yoga
- Dancing (social) tango
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Ming Chou Operations Manager
Ming Chou
With over 20 years of experience in the finance industry, Ming is dedicated to helping clients achieve their financial goals. He supports Financial Advisors by facilitating the client onboarding process, maintaining documents throughout the client journey and various other internal processes. Ming strives to provide an exceptional client experience and is always working to make improvements.Education
- California Polytechnic State University, San Luis Obispo
- Bachelor's in Business Administration
Personal Interests
- Watching sports
- Watching movies
- Traveling
- Spending time with family and friends
- California Polytechnic State University, San Luis Obispo
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Dustin Rue, CFP® Financial Advisor
Dustin Rue, CFP®
From a young age Dustin had a passion for all things investment. He’s worked as a financial advisor for over 12 years and has been a practicing CFP® certificant since 2018. Dustin enjoys getting to know his clients personally and financially as he develops financial strategies to grow and protect their wealth. He is a Portland native and has called the Pacific Northwest home for the last 40 years. He enjoys spending time with friends and family and all things outdoors.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
- Life and Health Insurance Licensed in Oregon
Education
- Oregon State University, Magna Cum Laude
- Bachelors in Psychology
Personal Interests
- Skiing
- Golf
- Traveling
- Fitness
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Kevin Byrd, MS Associate Financial Advisor
Kevin Byrd, MS
As an Associate Financial Advisor, Kevin works closely with Financial Advisors and clients to assist in tailoring a financial plan specific to each client’s unique situation and goals. Kevin’s passion for helping others achieve financial freedom and stability began with helping friends and family during his time in the U.S Army. Prior to Empirical, Kevin worked with student Veterans to guide them along their educational path and assist with any financial hardships they may have experienced.Education
- University of Washington
- Master’s in Business Analytics
- Pacific Lutheran University
- Bachelor's in Business Administration
Personal Interests
- Backpacking throughout the PNW
- Drag Racing
- Woodworking
- University of Washington
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Charles Cheung Associate Financial Advisor
Charles Cheung
As an Associate Financial Advisor, Charles works closely with lead Financial Advisors during the implementation process and provides on-going maintenance of client relationships. With 20 years of financial industry experience, he has cultivated the foresight to recognize the importance of a trusted financial advisor that always acts in the best interest of their clients. Charles strives to provide exemplary, honest service and is eager to build lasting relationship with clients.Professional Designation
- Life & Health Insurance Licensed in
- California & Washington
- *CA License #4039767, Empirical Insurance LLC CA License #0M45698
Education
- Arizona State University
- Bachelor’s in Business Finance
- Minor in International Business
Personal Interests
- Spending time with friends & family
- Travel and outdoor activities
- Life & Health Insurance Licensed in
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Jake Larson Associate Financial Advisor
Jake Larson
As an Associate Financial Advisor, Jake collaborates with Financial Advisors and clients to assist in the development and implementation of financial plans. Before coming to Empirical, Jake held positions working directly with individuals to understand their goals and guide them towards future success. These experiences have cultivated and shaped his ability to be a mindful listener. He is passionate about behavioral finance and helping clients learn how they can make better financial decisions to improve their lives.Education
- George Fox University
- Bachelor’s in Mathematics
- Adams State University
- Master’s in Education
Community Involvement
- Volunteer for Foster Parents’ Night Out
Personal Interests
- Tennis
- Watching Sports
- Outdoors
- Time with wife, Crystal, and golden retriever, Ellie
- George Fox University
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Mustafa Binns Associate Financial Advisor
Mustafa Binns
As an Associate Financial Advisor, Mustafa works closely with financial advisors to assist in the development and implementation of financial plans and investment strategies. He enjoys building meaningful relationships with clients and is passionate in providing clients peace of mind. Prior to Empirical, Mustafa held positions in the wealth management, retail banking and even as an entertainment business manager.Professional Designation
- Life Insurance license in Washington
Education
- Bellevue College
- Bachelor's in Data Analytics
Personal Interests
- Dancing
- Traveling
- Weight Training
- Dining
- Music
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Camille Hummel Office Manager
Camille Hummel
As Portland’s Office Manager, Camille works behind the scenes to ensure an exceptional experience for clients and employees. She comes to Empirical with a versatile background in hospitality, administration, and management. Camille is committed to contributing to and supporting a dynamic, positive-thinking, results-oriented, and client-focused culture. In her free time, she actively volunteers for numerous local nonprofit organizations in and around her community.Education
- Washington State University
- Bachelor’s in Industrial and Organizational Psychology
Community Involvement
- Taking Ownership PDX
- Blanchet House
- One Tail at a Time PDX
Personal Interests
- Camping
- Live music
- Yoga
- Painting
- Interior design
- Washington State University
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Jack M. Mazzera Associate Portfolio Manager
Jack M. Mazzera
As an Associate Portfolio Manager, Jack works hand in hand with Advisors and Tax Managers to build and manage customized investment allocations for our clients. His affinity for numbers and attention to detail lends naturally to optimizing, monitoring, and trading client portfolios. Prior to joining Empirical in 2021, Jack worked as an Investment Specialist at a Bay Area R.I.A. firm, and as an Associate at First Republic Bank. He began his investment career at Morgan Stanley.Education
- San Francisco State University
- Bachelor's in Business Administration
Community Involvement
- Alameda Food Bank
- SF Burrito Project
Personal Interests
- Love anything and everything outdoors – camping, mountain biking, skiing, golfing, biking
- Traveling to new places
- Spending time with family & friends
- Poker and chess
- San Francisco State University
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Hannah Kim Operations Associate
Hannah Kim
Hannah supports Empirical with maintaining clients' accounts and works with the Operations team to facilitate client onboarding, documentation throughout the client journey, and various other internal processes. With a background in nursing and project management, Hannah strives to provide a seamless client experience and constantly works towards improving workflow processes.Education
- Seattle College
- Associate's in Business & Information Technology
Personal Interests
- Traveling
- Dining
- Fashion
- Her dogs
- Seattle College
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Robby Thomas, MS Associate Portfolio Manager
Robby Thomas, MS
As an Associate Portfolio Manager, Robby works closely with the advisory and tax teams to create and manage customized portfolio solutions for clients in accordance with their financial goals. He also works as part of the Investment team to track market developments, perform research, and implement investment strategies. Robby began his investment career at Empirical as a Portfolio Management intern while completing his Master’s in Finance.Education
- Seattle University
- Master’s in Finance
- University of Washington
- Bachelor’s in Neurobiology
Personal Interests
- Getting outside – running, cycling, playing golf, visiting parks with my wife and our three dogs
- Cooking and exploring new restaurants
- Traveling
- Seattle University
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Isaiah M. Paul, CFA® Associate Portfolio Manager
Isaiah M. Paul, CFA®
As an Associate Portfolio Manager, Isaiah helps create and manage client portfolios for Empirical. Isaiah joined Empirical in 2022. Prior to joining Empirical, Isaiah worked in the alternative investment space, working in Tech and Real Estate Private Equity. Isaiah began his career working at CWS Capital Partners in Newport Beach, California.Professional Designation
- Chartered Financial Analyst
Education
- New York University
- Bachelor’s in Philosophy
- Minor in Mathematics
Community Involvement
- Chabad Jewish Center of Tustin
Personal Interests
- Racquetball
- Golfing
- Cooking
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Stephanie Abate Associate Financial Advisor
Stephanie Abate
As an Associate Financial Advisor with Empirical Wealth Management, Stephanie works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. Prior to Empirical, Stephanie held positions as an administrator in Commercial Real Estate Lending, Investment Banking, and Wealth Management.Education
- California State University, Fresno
- Bachelor’s in Business Administration, Marketing
- Notary Public
Personal Interests
- Attending live music concerts
- Hanging out at the beach
- Enjoying the Los Angeles food scene
- Wine tasting
- Travel and sightseeing
- Stand up paddle boarding
- Spending time with family and friends
- California State University, Fresno
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Scott Budgell Operations Specialist
Scott Budgell
With over 25 years of financial services industry experience, Scott is dedicated to helping clients achieve their financial goals. He supports Financial Advisors by facilitating the client onboarding process, maintaining documents throughout the client journey, and various internal processes. Scott strives to provide an exceptional client experience and is always looking to improve the process.Education
- Salem State College
- Business Administration – Concentration Management
- Bachelor’s in Business Administration, Business Management
Personal Interests
- Weight resistance training
- Cardio Boxing
- Nutrition and supplementation
- All Boston sports teams (Red Sox, Patriots, Celtics, Bruins, New England Revolution)
- Travel to Nassau, Bahamas and Cancun, Mexico
- Salem State College
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Samuel Platcow Associate Financial Advisor
Samuel Platcow
As an Associate Financial Advisor with Empirical Wealth Management, Sam works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. He enjoys developing relationships and is passionate about always trying to exceed client expectations. Prior to Empirical, Sam has held positions in Wealth Management as an administrator, Customer Service Associate, and Insurance agent.Professional Designation
- Life and Health Insurance Licensed in Washington
Education
- Reichman University
- Bachelor’s in Business Administration (Specialization in Finance)
Personal Interests
- Weight Training
- Cooking
- Collecting Vinyl Records
- Coffee
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Robert Higueria, MBA Operations Specialist
Robert Higueria, MBA
As an Operations Specialist, Bob has over 12 years of financial investment experience. He supports financial advisors with client onboarding and various internal functions. Bob strives to provide a seamless client experience and looks to constantly improve workflow processes.Education
- Seattle City University
- Master of Business Administration
Personal Interests
- Hiking
- Yoga
- Spending time with his wife, Kim, and their kids, Caleb, Gray, Sophie, and Rosie
- Following Seattle sports (Seahawks and Mariners)
- Playing Badminton
- Seattle City University
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Alex Medin, CFP® Associate Financial Advisor
Alex Medin, CFP®
As an Associate Financial Advisor, Alex works closely with Advisors to assist clients in the development and implementation of financial plans & investment strategies. Alex has seven years of experience in the financial services industry, having served as a Financial Consultant and a Financial Advisor.Professional Designation
- CERTIFIED FINANCIAL PLANNER™ professional
- Life Insurance Licensed
- CA Insurance License #0L04626
Education
- Grand Canyon University
- Bachelors in Entrepreneurial Studies & Innovation
Personal Interests
- Baseball
- Skiing & Snowboarding
- Hiking
- Surfing
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Paige Carmona Associate Financial Advisor
Paige Carmona
As an Associate Financial Advisor with Empirical Wealth Management, Paige works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. She enjoys developing meaningful relationships and strives to provide exemplary service. Prior to Empirical, Paige held positions in Wealth Management as a Customer Service Associate and Research Associate.Education
- University of Oregon
- Bachelor’s in Business Administration (Specialization in Finance)
- Minor in Economics
Personal Interests
- Snowboarding
- Cooking
- Gardening
- Tea
- Sports
- Hiking
- Working Out
- University of Oregon
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Jay Shi, CPA, CFP® Associate Financial Advisor
Jay Shi, CPA, CFP®
As an Associate Financial Advisor, Jay works closely with Financial Advisors to assist clients in the development and implementation of financial plans. Prior to Empirical, Jay had seven years of experience in the financial services industry, and held positions as a Financial Consultant and a Tax Consultant.Professional Designation
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™ professional
Education
- Queens College
- Master's in Accounting & Information Systems
- Bachelor's in Economics & Accounting
Personal Interests
- Weight training
- Snowboarding
- Hiking
- Surfing
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Allie Scott Associate Financial Advisor
Allie Scott
As an Associate Financial Advisor, Allie collaborates with the team and our clients to build financial plans and provide investment solutions based on clients' specific goals and needs. Allie’s drive to make a difference and help others achieve their goals is what led her to this career path. She has been working in the financial services industry since she graduated in 2019 and is pursuing the CERTIFIED FINANCIAL PLANNER™ designation.Education
- University of Oregon
- Bachelor’s in Business Administration
- Concentration in Finance
- Minor in Economics
Community Involvement
- Dove Youth Development
- The Redwoods, A Community of Seniors
Personal Interests
- Spending time with family and friends
- Traveling
- Skiing
- Hiking
- Kickball
- Music
- University of Oregon
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Eric Arndt, FPQP® Associate Financial Advisor
Eric Arndt, FPQP®
As an Associate Financial Advisor, Eric collaborates with the team and clients to build financial plans and provide investment solutions based on clients' specific goals and needs. He enjoys helping clients successfully navigate obstacles and solve complex problems to achieve their financial goals. Eric has been working in the financial services industry for nearly twenty years, including Wealth Management for the last twelve years. Prior to Empirical, Eric held positions in Wealth Management as a Financial Planning Specialist, Associate Advisor, and Wealth Advisor. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designationProfessional Designation
- Financial Paraplanner Qualified ProfessionalSM
Education
- St. Mary’s University of Minnesota
- Bachelor's in Business Administration
Community Involvement
- City of Canby, Oregon – Budget Committee
- City of Canby Urban Renewal Agency – Budget Committee
- Member of the Canby Rotary Club
- Member of the Canby Chamber of Commerce
- Treasurer for the Canby Arts Association and art festival
Personal Interests
- Participating in and promoting the Arts
- Exploring the PNW with family and friends
- Woodworking and Nature Photography