Charles Cheung

As an Associate Financial Advisor, Charles works closely with lead Financial Advisors during the implementation process and provides on-going maintenance of client relationships.  With 20 years [...]

Jake Larson

As an Associate Financial Advisor, Jake collaborates with Financial Advisors and clients to assist in the development and implementation of financial plans. Before coming to Empirical, Jake held [...]

Tanya E. Rhodes, CFA®, CFP®

As a Portfolio Manager, Tanya applies her extensive investment industry experience of over 30 years to Empirical client portfolios to ensure that they are managed in accordance with the specific [...]

Jessica Roks, CFP®

A CERTIFIED FINANCIAL PLANNER™ professional, Jessica has over 12 years of experience working with high and ultra-high net worth individuals and families in the areas of investments, [...]

Ming Chou

Ming 在金融行业拥有20多年的经验,致力于帮助客户实现其财务目标。主要职责是支持财务顾问,经由经验丰富的内部流程操作来完成客户满意度和期待值。

Ming Chou

With over 20 years of experience in the finance industry, Ming is dedicated to helping clients achieve their financial goals. He supports Financial Advisors by facilitating the client onboarding [...]

Maggie Chi Liu, MBA, MS

Maggie 是一位拥有超过 17 年经验的财务顾问,在经纪业务分部管理方面有 12 年的经验,在财务规划和投资管理方面有 5 年的经验。她指导客户做出每个财务决策,并全心全意地引导客户实现财务目标。Maggie 很擅长与说中文的客户打交道,而且擅长处理退休计划、税收效率策略和高管薪酬计划。她是一名军人配偶,在过去 10 年里与丈夫和一个儿子一起服了 4 年现役,这也是她在 Family [...]

Shannon Bene, CFP®, MBA, ECA

With over 20 years of experience, Shannon is committed to helping his clients and their families implement and maintain strong financial planning, investment management, tax minimization [...]

Justin Buller, IACCP®

Justin has over 22 years of experience in the investment management industry, with a deep knowledge of investment operations, trading and served as CCO to a Seattle-based registered investment [...]

Cristina Campbell, CFP®

Cristina brings over thirteen years industry experience, with an emphasis in helping her clients develop, implement and monitor the success of their financial plans. Through comprehensive [...]

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 [...]

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 [...]