Lorne David Enquist
Financieel Directeur/CFO bij Empirical Financial Services LLC
Profiel
Mr. Lorne D.
Enquist, CPA, is a Chief Financial Officer & Principal at Empirical Financial Services LLC.
He manages portfolios and shares his tax consulting experience for strategic tax planning for Empirical clients.
He has a combined 20 years of experience advising his clients on their tax and financial affairs.
He is a member of the financial planning committee which develops innovative planning solutions for clients.
He works with clients to prepare customized financial plans based on their unique needs, resources and goals.
He helps them implement the plan with practical strategies, in order to navigate the complexities of their financial lives, building on strengths and addressing weaknesses.
He provides ongoing monitoring and revising to meet their goals as well as their lifestyle.
He received his undergraduate degree from the University of Washington and a graduate degree from the University of Washington.
Actieve functies van Lorne David Enquist
| Bedrijven | Functie | Begin |
|---|---|---|
Empirical Financial Services LLC
 Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Financieel Directeur/CFO | 01-05-2011 |
Opleiding van Lorne David Enquist
| University of Washington | Graduate Degree |
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| Bedrijven in privébezit | 1 |
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Empirical Financial Services LLC
Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Finance |
