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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Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.
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.

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.
Client Services Associate, RP®, Notary Public

Marcy Gorton

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Marcy is deeply committed to ensuring a successful, streamlined experience for every client of Empyrion Wealth Management and supports the team with the resources necessary to ensure an unparalleled level of service.

With more than a decade of experience in the business management and client service arenas, Marcy works hand in hand with the Empyrion Wealth Management team to understand every client’s unique situation.  She provides thorough, prompt support to ensure clients’ needs and questions are addressed efficiently and supports the financial planning process by developing Monte Carlo projections that allow the Empyrion team to help clients plan for and achieve their financial goals.

Marcy is dedicated to enhancing her own professional expertise and skills to better serve clients. In April 2016, she earned the Registered Paraplanner ℠ (RP®) certification through the College for Financial Planning®. Marcy has also been appointed as a Notary Public by the California Secretary of State, which allows her to help certify and oversee the execution of important planning documents on behalf of Empyrion clients and associates.

 

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.
Operations Manager, RP®, Notary Public

Meredith Williams

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From our clients’ first meeting to the realization of their financial goals – Meredith keeps operations humming smoothly behind the scenes and works diligently to ensure that Empyrion clients receive a consistent, exceptional experience.

Since joining the firm in 2016, Meredith has supported the entire Empyrion Wealth Management team through meticulous portfolio management and client reporting, bringing a commitment of excellence and a keen eye for detail to every aspect of her work. She also helps the team run Monte Carlo projections to weigh the potential risks and outcomes of clients’ financial decisions, adjusting strategies accordingly.

A constant learner with a commitment to her professional growth, Meredith was awarded the Registered Paraplanner ℠ (RP®) certification by the College for Financial Planning® in June 2017. She has also been appointed as a Notary Public by the California Secretary of State, which allows her to help certify and oversee the execution of important financial planning documents on behalf of Empyrion clients and associates. Meredith is currently pursuing the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services.

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.
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.

Empyrion Wealth Management (“Empyrion”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Information pertaining to Empyrion’s advisory operations, services and fees is set forth in Empyrion’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Empyrion. The information contained in any third-party resource cited herein is not owned or controlled by Empyrion, and Empyrion does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Empyrion of the third party or any of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner or investment advisor.

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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