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 [...]

Joseph C. Mercado

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, [...]

Jaime White

As Chief of Staff, Jaime ensures internal resources are aligned to execute on initiatives and deliver on the firm’s mission. She is passionate about building a team of happy and engaged experts [...]

Mark B. Umek, CFP®

As a financial advisor with 20 years of experience, Mark is dedicated to providing clients with sound financial advice and exceptional service. He guides his clients through the financial [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]