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 [...]

Caroline Maglio

Caroline has over 25 years of experience in the financial services industry with a deep understanding of brokerage operations, client engagement, and sales coaching. She spent the last 17 years [...]

Kendra Bowen, JD

As Director of Estate Planning Education of California, Kendra helps guide the firm’s wealth transfer strategies by applying her extensive knowledge and experience in Estate Planning. [...]

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 [...]

Anthony R. Valluzzo, JD, MS

As a Director of Washington Estate Planning Education, Tony brings his experience as an estate planning attorney to help guide the firm’s wealth transfer strategies with a focus on helping [...]

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 [...]