Robert Thomas, CPA
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, 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 Chief Marketing Technology Officer, Simon manages the technology and marketing needs for Empirical. He works to maintain and develop efficiencies with the tools our advisory team uses and [...]
As Chief Investment Officer, Erik oversees portfolio research, investment strategy execution, and the Portfolio Management team. He works directly with clients to develop and maintain their [...]
As Director of Tax and Wealth Transfer, Jim applies his tax and legal expertise to guide the firm’s tax planning and wealth transfer strategies. He provides proactive tax planning solutions to [...]
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 [...]
As a partner with Empirical, Lorne manages portfolios and shares his tax consulting experience for strategic tax planning for Empirical clients. Lorne has a combined 20 years of experience [...]
Ken is the Chief Executive Officer of Empirical Wealth Management. He guides the firm’s long-term strategy and is a senior financial advisor. Ken is passionate about educating individuals on how [...]