President and Founder, CFP®, CPWA®

Kimberly Foss

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Kimberly is the Founder and President of Empyrion Wealth Management™ and the author of Wealthy by Design: A 5-Step Plan for Financial Security.

Kimberly Foss, CFP®, CPWA®, is the Founder and President of Empyrion Wealth Management™ and the New York Times bestselling author of Wealthy by Design: A 5-Step Plan for Financial Security. She brings both technical expertise and real passion to her work with her clients, including affluent family stewards, women in transition, and thriving retirees. Kimberly shows her clients that it’s possible to seize control of one’s own financial destiny. She has spent three decades helping others make wise investment choices while avoiding costly mistakes building wealth.

Kimberly began her career at Merrill Lynch as the youngest female account executive at the time. In 1989, she left the commission-driven environment of a stock brokerage firm to found E&A Investment Advisory, which was renamed Empyrion Wealth Management™ in 2002. Now she frequently shares her financial expertise with leading media outlets, including The Today Show, Good Morning America, CNBC, Fox News, Fox Business, The Wall Street Journal, MSN Money, Forbes, Investor’s Business Daily and U.S. News & World Report.

Kimberly holds the following important financial credentials and memberships:

  • Certified Financial Planner (CFP®) Kimberly has met rigorous standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
  • Certified Private Wealth Advisor  (CPWA®) This certification is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on life cycle of wealth, accumulation, preservation, and distribution. This certification is given to candidates who learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
  • Financial Planning Association.   A member since 1991, Kimberly is dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® licensee.
  • B.S. in Business from Chico State, A California State University.

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Director of Client Services, RP®

Renee Morrison

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As Director of Client Services, Renee leads the effort to improve Empyrion Wealth Management’s client experience as the firm’s director of client services.

Renee joined Empyrion Wealth Management™ in June of 1999, and has over 30 years of experience in the financial and client services industry. Renee’s primary responsibility is to ensure that each of our clients consistently receives an elite level of service and that their financial needs and questions addressed promptly. Renee acts as the liaison between clients and custodians and takes the lead in setting up accounts, processing distributions and transfers, and preparing material for client reviews. She thrives on doing all that she can to anticipate and address client requests in a timely and efficient manner.

Prior to joining Empyrion™, Renee handled compliance, year-end audits, accounting, and other issues for a variety of businesses. She has a BA from California State University, Chico, and an associate’s degree from Butte College. In July of 2014, The College for Financial Planning® awarded Renee the RP® designation.

Operations Manager, RP®

Marcy Gorton

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Marcy draws on more than a decade’s worth of experience in business management and client service to deliver superior service as portfolio administrator.

Marcy implements trades as directed by the investment managers and produces client reports as part of her portfolio management and client reporting systems responsibilities. Marcy  is also responsible for portfolio modeling and financial projections using Monte Carlo simulations, which help our clients evaluate potential outcomes of their decisions. She assists in providing client servicing and administrative support.

She has over seven  years of experience in the financial and educational services industry. In April 2016, she was awarded the RP® from The College for Financial Planning®.

Client Services Associate, Notary Public

Meredith Williams

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Meredith joined Empyrion Wealth Management in April 2016. She compliments our team by bringing an extensive background assisting high net worth clients when she worked in the medical cosmetic field while attending college.

Her experience and commitment to providing exceptional service ensures that client needs are handled promptly and thoroughly. Additionally, Meredith embraces a client-centric approach to her work and provides meticulous and direct support to the entire Empyrion Wealth Management team daily.

Meredith recently obtained her Notary Public and offers those services to Empyrion clients and associates.

Controller

Sarah Hall

As Controller, Sarah joined our team in February 2014. She has worked in public accounting and for large international corporations since graduating from California State University, Sacramento in 2001 with a degree in Business Administration with an emphasis in accounting.

Sarah has extensive experience in complying with the Sarbanes-Oxley Act, and forensic accounting. She has set controls and procedures in house to provide the most accurate and current financial reporting. Sarah is responsible for budgeting and forecasting within Empyrion Wealth Management. She works closely with the entire team to ensure long term financial success of the company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

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