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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 [...]

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 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, [...]

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 [...]

As Chief Operating Officer and Business Development Officer, Joe is responsible for managing operations, growing the firm through the maintenance and development of business relationships, [...]

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 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 Senior Portfolio Manager, Jaime is dedicated to providing clients with customized portfolio solutions. She carefully implements and monitors each strategy to ensure they cater to her [...]

As Chief of Staff, Jaime ensures internal resources are aligned to execute on initiatives and deliver on the firm’s mission. She is passionate about building a team of happy and engaged experts [...]

As a Tax Manager with Empirical, Taylor works with high net worth individuals, families and businesses to formulate and implement tax strategies to reduce their tax burden. With her extensive [...]