As a Portfolio Manager, Ben is passionate about developing and managing tailored portfolio solutions for each of his clients. He strives to maximize the likelihood of his clients achieving their [...]
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 [...]
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 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 [...]
