Employees

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 [...]

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 [...]

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 [...]

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 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。

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 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 [...]

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 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 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 [...]

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