Employees

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 [...]

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 [...]

As Financial and Operations Manager, Lindsay oversees the development and execution of Empirical’s policies and procedures to ensure compliance with federal and state regulations. Lindsay is an [...]

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 [...]