Samuel Platcow is a financial advisor at Empirical Wealth Management in Seattle, WA, with four years of industry experience. He holds a Series 65 designation and previously worked at Goldbloom Wealth Management, Bankers Life, and Starbucks. He is also an affiliated insurance producer with Empirical Insurance, LLC, providing recommendations on life, disability, and long-term care insurance products. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning. The firm employs a diversified, Modern Portfolio Theory-based approach and offers affiliated insurance, estate-planning referral, and residential real-estate brokerage services.

Michael Kelly is a CFP®, CFA®, and Series 63-certified advisor at Empirical Wealth Management with 20 years of industry experience. He has been with Empirical Wealth Management since 2015. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm’s investment approach is grounded in Modern Portfolio Theory, employing diversified model portfolios across multiple asset classes and offering a range of services such as financial planning, tax preparation, and retirement-plan consulting.

Lorne Enquist is a financial advisor at Empirical Wealth Management in Seattle, WA, with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with Empirical Financial Services, LLC, operating as Empirical Wealth Management, since 2011. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses an investment approach based on Modern Portfolio Theory across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

Kelly Romano is a CFP® professional with 20 years of industry experience. He currently serves as an advisor at Empirical Wealth Management and previously worked at Fisher Investments and J.P. Morgan Securities. Empirical Wealth Management provides investment management, financial planning, tax preparation, and retirement-plan consulting to individuals, trusts, charitable organizations, pensions, and profit-sharing plans. The firm uses Modern Portfolio Theory to create diversified portfolios across multiple asset classes and offers affiliated real estate, insurance, and estate-planning services.

Alexander Gangl is a CFP® and CFA® with 13 years of experience in financial advising. He is currently with Empirical Wealth Management and has previously worked at firms including Mercer Global Advisors, Equius Partners, and Private Ocean LLC. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting.

Erica Long is a financial advisor at Empirical Wealth Management in Portland, OR, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Amazon, Seattle University, and Carhartt. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management, financial planning, and related services. The firm employs a Modern Portfolio Theory-based approach with a range of asset classes and alternative strategies, supported by affiliated businesses in real estate, insurance, and estate planning.

Brady Mcswain is a Series 65-licensed financial advisor at Empirical Wealth Management with one year of industry experience. Prior to joining Empirical, he worked in various roles including positions at Seattle University and the Oscar Lasko YMCA & Childcare Center. He has also been involved with Brother's Pizza & Pasta for six years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, providing diversified investment management and financial planning grounded in Modern Portfolio Theory. The firm offers a range of services including tax preparation, retirement-plan consulting, and affiliated insurance, estate-planning, and residential real-estate brokerage services.

Quinn Snell is a CFA® charterholder currently with Empirical Wealth Management in Seattle, WA. He has experience at firms including Parcion Private Wealth and SLC Management. Outside of his advisory role, he has worked as an insurance agent involved in multi-line insurance brokerage. Empirical Wealth Management serves a broad client base including high-net-worth individuals, trusts, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified asset class portfolios and offers a range of investment management, financial planning, and affiliated real estate, insurance, and estate-planning services.

Jake Riddell is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at Empirical Wealth Management since 2024 and prior to that spent nine years at Fisher Investments. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm utilizes Modern Portfolio Theory with diversified model portfolios spanning 12–21 asset classes and offers a range of services including investment management, financial planning, tax preparation, retirement-plan consulting, and in-house affiliated services in real estate, insurance, and estate planning.

Simon Liu is a financial advisor with Empirical Wealth Management in Seattle, WA, holding a Series 65 designation and 17 years of industry experience. He has been with Empirical Financial Services, LLC, doing business as Empirical Wealth Management, since 2013. Empirical Wealth Management serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, pensions, profit-sharing plans, and investors in its private pooled vehicle. The firm applies Modern Portfolio Theory across diversified asset classes and offers a range of investment management, financial planning, and affiliated insurance, estate-planning, and real estate services.

Alex Medin is a CFP® with 10 years of experience in the financial services industry. He is currently with Empirical Wealth Management and has previously worked at Fidelity and Morgan Stanley. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and related services. The firm employs diversified portfolios grounded in Modern Portfolio Theory and operates several affiliated businesses providing real estate, insurance, and legal services in-house.

Jack Rimbach is a financial advisor at Empirical Wealth Management with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Rockefeller Financial LLC and PIMCO Investments LLC. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm also provides alternative-strategy offerings and operates affiliated businesses in real estate, insurance, and estate planning.

Alexander Bartos is a financial advisor at Empirical Wealth Management with 16 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Empirical Wealth Management in 2022, Bartos worked at Dimensional Fund Advisors for 12 years. He is also involved with the Laco Fire Department and Lifeguard Operations. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and retirement-plan consulting. The firm utilizes Modern Portfolio Theory to construct diversified portfolios across multiple asset classes and operates affiliated businesses in real estate, insurance, and estate planning.

Marsha Jong is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Empirical Wealth Management and previously worked at BlackRock Investments, LLC, and Barclays Global Investors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios across multiple asset classes and offers a range of financial planning, investment management, and affiliated real estate, insurance, and estate-planning services.

Cristina Campbell is a CFP® professional with 17 years of experience in the financial industry. She has worked at several firms including Empirical Wealth Management, Stratos Wealth Partners, LPL Financial, Fidelity, and Natixis Global Asset Management. She is also an affiliated insurance producer for Empirical Insurance, where she recommends insurance products related to life, disability, and long-term care. Empirical Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, providing fee-based investment management, financial planning, tax preparation, and affiliated insurance and real estate services. The firm applies Modern Portfolio Theory across diversified asset classes and offers alternative strategy funds and performance-based fee arrangements, alongside affiliated real estate and legal services.

Sean Rodricks is a CFP® with 15 years of industry experience, currently advising at Empirical Wealth Management. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for a combined 15 years. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and pension plans. The firm employs a diversified, model-based investment approach grounded in Modern Portfolio Theory and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting.

Justin Buller is a financial advisor at Empirical Wealth Management in Seattle, WA, with 20 years of industry experience. He holds a Series 65 designation and has worked at Empirical Wealth Management since 2021, following a 22-year tenure at Zevenbergen Capital Investments LLC and a two-year period at Puetz Golf Superstore. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm uses Modern Portfolio Theory to build diversified portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal service businesses.

Luke Cho is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Fisher Investments for 21 years and joined Empirical Wealth Management in 2023. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, alongside affiliated real estate, insurance, and estate-planning resources.

Helena Dempsey is a financial advisor at Empirical Wealth Management with two years of industry experience. She holds a Series 65 designation and has prior experience at Amazon, The Brattle Group, and UCLA Anderson School of Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension plans, and pooled vehicle investors. The firm uses a Modern Portfolio Theory-based approach with diversified model portfolios and offers a range of services including investment management, financial planning, tax preparation, and affiliated insurance and real estate brokerage services.

Charles Pyle is a financial advisor at Empirical Wealth Management in Seattle, WA, holding CFP® and CFA® designations with 14 years of industry experience. Prior to joining Empirical Wealth Management in 2023, he worked at Westmount Asset Management, LLC and Dimensional Fund Advisors Inc. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and various retirement plans, employing a diversified investment approach grounded in Modern Portfolio Theory. The firm also offers affiliated real estate, insurance, and legal services through its related businesses.