As a 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’ [...]
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 [...]
As a Financial Advisor with Empirical Wealth Management, Stephen helps clients build, manage, protect and transfer their wealth in the most tax efficient manner. Having serviced clients in the [...]
As an advisor with over 13 years of experience, Eric is passionate about helping clients and their families build and maintain prudent financial plans to achieve their personal goals. Since [...]
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 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 Advisor, James assists financial advisors in the development, implementation, and monitoring of our clients, investment, tax, and cash flow strategies. He proactively coordinates [...]
As Chief Compliance Officer, Lindsay oversees the development and execution of Empirical’s policies and procedures to ensure compliance with federal and state regulations. Lindsay is an integral [...]
As a Portfolio Manager, Ben implements and monitors client investment portfolios. He works closely with Empirical’s research team to develop new, customized investment strategies and is [...]
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 Financial Advisor, Michael creates customized solutions for his clients by determining opportunities relating to tax minimization, financial planning, and investment management. He is [...]
As an Associate Financial Advisor with Empirical Wealth Management, John collaborates with advisors and clients to assist in developing and implementing financial plans. He has previous [...]
