Tax & Estate Planning Team

Katie’s focus is to ensure that every client of Empirical Wealth Management receives responsive and thoughtful service, without exception.  She draws upon her years of experience in estate [...]

With over 17 years of large scale public accounting experience serving high net worth individuals, families and their businesses, Menka brings a wealth of knowledge that can be coordinated and [...]

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 [...]

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 [...]

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, [...]

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 [...]

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 [...]