Employees

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 [...]

Joe is the Director of Business Development and Strategic Initiatives. He is responsible for growing the firm through the maintenance and expansion of current business relationships, mergers and [...]

Jordan is a financial advisor with over 12 years of experience helping clients achieve their financial goals. Jordan has worked closely with tech executives and business owners, implementing [...]

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 Financial Advisor with over 17 years of experience, Maggie spent 12 years in brokerage branch management and 5 years in financial planning and investment management. She guides her clients [...]

As Director of Estate Planning Education, Denise applies her many years of experience as a trusts and estate practitioner to guide the firm’s wealth transfer strategies with an emphasis on [...]

As a financial advisor, Michael facilitates the development and ongoing implementation of financial strategies designed to build and protect wealth. He works diligently to understand each [...]

As an Associate Financial Advisor, Kyle works diligently with Empirical’s financial advisors to execute the various aspects of clients’ financial plans and investment strategies. Kyle is [...]

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 [...]

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 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’ [...]