Taylor M. Wong, CPA

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 [...]

Mark B. Umek, CFP®

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 [...]

James Cooney, MS

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 [...]

Jena Boyle

As Executive Assistant, Jena supports an array of activities to Empirical’s CEO to facilitate effectiveness and efficiency in his daily operations. With a marketing background, she contributes to [...]

Lindsay Farnsworth

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 [...]

Benjamin Finley, CFA®

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 [...]

Paul Ohainle, JD, LL.M

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 [...]

Michael Randall

As an Associate Financial Advisor, Michael provides direct support to our financial advisors and their clients. Michael assists with identifying opportunities relating to tax minimization, [...]

John Miller

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 [...]

Karina Dahilig

As an Associate Portfolio Manager, Karina works with the investment team to conduct research and perform daily trading processes on client portfolios. Aside from these activities, she audits [...]

Robert Thomas, CPA

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, [...]

Kenneth Chavis IV

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