Advisory Team

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, [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]