Team
We firmly believe that through our experience, sorting out financial complexity starts with a simple (K)onversation.
Our first orientation meeting together entails a conversation focused on your current situation. Together, we, at empiriKal partners will discuss your near and long term plans and goals, from a personal as well as financial perspective. We review and discuss the process used to create a plan unique to your lifestyle, along with an overview of your organization, professional advisors and my background and experience as a financial advisor.
Creating a comprehensive road-map lets you and your financial professional fully analyze the many different options that you must consider before making your final decisions. The key to a successful journey is for you to have an opportunity to study the impact, both short and long term, of the decisions that you are considering. This initial conversation is the first step of the planning process. It is followed by:
- Gathering financial data
- Development of a personal/corporate financial plan
- Orientation to the fundamentals of investing
- Development of a recommended Investment Portfolio
- Implementing an Education Model
- Ongoing portfolio management and service
At empiriKal partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Areas to be addressed:
- Rule 144, stock options and long-term corporate or key-man investment disciplines.
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
Example Q&A's:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Is my companies 401K Plan competitive?
empiriKal partners has helped many people just like you with similar issues and concerns with a combined experience of well over twenty years. We can help you create an approach that is designed to address your individual situation.
Norma K. Thompson
HR/Executive Assistant
I assist financial advisors by providing sales and servicing support, along with opening new accounts, and processing paperwork/marketing and creativity behind website design and enhancements. Working with all team members and departments.
Eric W. Harding
Founder/CEO
I graduated from Hillsdale College with a degree in Finance and have spent over 25 years in the financial industry. My career began at Merrill Lynch and then spent the last fourteen years at Wells Fargo Advisors before starting my...
Travis Salley MM
Senior Investment Advisor/CCO
Prior to joining empiriKal partners, I was a Financial Advisor with Edward Jones and than later Wells Fargo Advisors.
Edward Vela MBA
Investment Advisor
Edward Vela has 13 years of wealth management experience working with high net worth investors in the Bay Area. Edward has recently relocated to Los Angeles to expand his career in Southern California, where he is originally from....
Alex Corriere MBA
Investment Advisor
Alex began his career in financial services prior to completing his formal education and brings over twenty years of experience, having served individuals and organizations from all walks of life across the United States. He holds an...
Ryan Rickus MBA
Investment Advisor
Prior to his career at empiriKal partners, Ryan was a Planning Analyst at Wealth CMT where his main role was to build wealth plans for clients. He was also the primary for providing client account performance reviews and any analysis...
Bob Fergusen
Investment Advisor
Bob Ferguson has a 25+ year career as an investment professional. He was most recently the CFO for a startup Wyoming-based bank for digital assets and cryptocurrencies. He was previously a Managing Director at Barclay’s Capital,...
Wen Wen Wu CFP®
Investment Advisor
Wen Wen grew up in Taipei, Taiwan and came to the US for the college education. Wen Wen holds a BS Degree in Accounting from Utah State University and lives in Fresno CA. In 2009, she passed the CFP® examination and completed her 3...
Kevin Lin MBA, CPA
Investment Advisor
Kevin Lin is a seasoned financial professional with more than 15 years of public accounting experience and various managerial roles in the private sector. Kevin is fluent in Mandarin and has advised a number of foreign investors in U.S....
Tony Nealeigh
Investment Advisor
I relocated to Gilbert, Arizona From Northern California July of 2014. I have worked in the financial services field for over 20 years, specifically working in investments and financial planning since 2011. I graduated from San Diego...
Jesse McCaskill CLU, ChFC, MSFS
Investment Advisor
I have twenty plus years experience as an educator, trainer and coach for the insurance industry.