Financial Advisors

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 [...]

Cristina began her career in financial services in 2008, working at Charles Schwab serving as subject matter expert in retirement products and strategies. Cristina helps her clients develop, [...]

Jordan is a financial advisor with 15 years of experience helping clients achieve their financial goals. He has worked closely with tech executives and business owners, helping them save on taxes [...]

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 20 years of experience, Mark is dedicated to providing clients with sound financial advice and exceptional service. He guides his clients through the financial [...]

John brings almost a decade of experience at Empirical, where he has leveraged his experience as an associate portfolio manager and member of the advisory team to develop and implement financial [...]

As a financial advisor, Robert is passionate about helping clients navigate important life decisions and building lasting relationships. He brings a wealth of knowledge when it comes implementing [...]

As a financial advisor at Empirical Wealth Management, Brian works to develop personalized financial planning strategies for our clients focusing on tax minimization, wealth management, and cash [...]

As a financial advisor for over 18 years, Jason is committed to building close relationships with his clients. He values a pleasant wealth management experience that is built on a foundation of [...]

Shan has been with Empirical Wealth Management since 2007 and has extensive knowledge in the implementation of the firm’s investment management, tax minimization and financial planning [...]

As a partner with Empirical Wealth Management, Ethan works to develop, implement and monitor sound financial strategies designed to grow and protect the wealth of individuals, families and [...]

As the President and Chief Wealth Strategist, Michael is responsible for overseeing the execution of the firm’s long-term vision and strategy. He leads the investment committee and oversees [...]