Employees

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 [...]

As a Tax Manager, Brian applies his tax and legal expertise working closely with high net worth individuals, their families and businesses to create proactive tax planning solutions. With his [...]

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 [...]

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 [...]

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 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 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 [...]