Kevin Fitzsimon

As an Associate Financial Advisor, Kevin works alongside Empirical’s financial advisors to assist in the execution and implementation of the various aspects of clients’ financial [...]

Logan Blue

As an Associate Portfolio Manager, Logan works with the Investment Management team to conduct research, monitor financial markets, and execute daily trading processes. In addition to supporting [...]

Donald G. Rolfe, JD

As Director of Estate Planning Education, Don applies the wealth of knowledge and experience he has gained from his days working as a litigator and now an estate planning attorney to help guide [...]

Grace Kammeyer, JD, LL.M

As a tax manager, Grace works closely with clients to identify tax saving opportunities and implement coordinated tax planning strategies that complement her clients’ overall financial [...]

Courtney Campbell

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 [...]

Joseph C. Mercado

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 Edwards, CFA®, CFP®

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 [...]

Paul Kim, CPA

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, [...]

Maggie Chi Liu, MBA, MS

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 [...]

Michael Coursolle, CFP®

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 [...]