As an Associate Financial Advisor, Milan collaborates with Empirical’s financial advisors in building customized financial plans and investment strategies for clients. She has prior wealth [...]
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 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 Office Manager, Rachelle facilitates the efficiency of internal operations and provides support to her fellow team members. She works closely with our marketing team to assist in the design [...]
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 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 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 [...]
