English

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

Cristina began her career in financial services in 2008, working at Charles Schwab serving as subject matter expert in retirement products and strategies. Cristina helps her clients develop, [...]

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 [...]

As Chief Operating Officer and Business Development Officer, Joe is responsible for managing operations, growing the firm through the maintenance and development of business relationships, [...]

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 [...]

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, [...]

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 [...]

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 [...]