Empyrion Wealth Management™: World-Class Investment Service

Joanne Nuguit, RP®, Notary Public, Director of Client Services

Joanne draws on her more than thirty years of human resources and management experience to anticipate our clients’ needs—and exceed their expectations. Since joining Empyrion Wealth Management™ in 2007, she has dedicated herself to providing unparalleled operational and administrative support for all our clients. As a liaison between advisors and clients and our broker dealer, Joanne works closely with our account custodians to establish new accounts, coordinate account transfers, and initiate disbursements. Her keen attention to detail ensures orders are processed efficiently and transactions remain in full compliance.

Above all, Joanne understands that accurate reports and account information are vital to sound financial decision-making. Recently, she completed the certification process to earn the designation of Registered Para Planner, RP® from The College for Financial Planning® to enhance her ability to review and analyze client financial information.

Joanne attended Rowan University in Glassboro, New Jersey where she studied business and administration. Committed to ongoing professional development, she earned her Professional Human Resources (PHR) certification in 2006 and received her Notary Public commission in November 2008.

Joanne and her husband belong to the River City Beamers, a BMW motorcycle club that organizes weekly dinner rides to out-of-the-way, fun places to dine. They also enjoy training their two dogs in the sport of shutzhurd.

Renee Morrison, Controller

As Empyrion Wealth Management™'s controller, Renee oversees all accounting functions and ensures that our firm's dedication to excellence is integrated throughout all programs and controls. With the firm since June of 2000, Renee works directly with managers in all departments to create internal controls and document procedures. Renee manages accounts payable and receivables, reconciles general ledger accounts, and administers payroll. Additionally, she produces quarterly client reports and enjoys spending time with our clients to answer any questions they may have so that their reports become valuable decision-making tools.

Renee also serves as the firm's chief compliance officer. Renee's, unique combination of technical expertise and dedication to innovation prompt her to continuously seek to improve and automate tasks and procedures and to develop new solutions that incorporate industry best practices. Before joining the firm, Renee worked at Nordstrom as a sales auditor and a retail buyer and at Oracle and 24 Hour Fitness as a print media buyer. She earned her degree from Chico State University. Outside of work, Renee enjoys spending time with her family, boating and skiing.

Andrew Cole, Investment Operations Associate

As an Investment Operations Associate, Andrew Cole manages all operations and administrative functions relating to Empyrion Wealth Management™'s investment activities. In addition to executing trades, Andrew monitors portfolio holdings to ensure compliance with clients’ investment policy statements, calculates portfolio returns and performance, and prepares for client reviews. He also manages daily settlements/reconciliations, liaises with third parties, such as bond brokers, to ensure the proper execution and reporting of investment activities, and handles ad-hoc client projects. Before joining the firm in September 2011, Andrew worked as an independent financial advisor for Waddell & Reed. As a member of the US Marine Corps Special Operations Anti-Terror Unit, Andrew was deployed to several troubled regions and was among the first US troops in Afghanistan in early December 2001. He ultimately earned the rank of Sergeant and an honorable discharge. Andrew holds a BA in Economics from Sacramento State. An outdoor enthusiast, Andrew enjoys hiking, camping, mountain biking, boating, and 4-wheeling in his new Jeep with his wife. He also enjoys working with wood and recently learned to weld. An avid competitive shooter and member of the IDPA and IPSC shooting associations, Andrew shoots in practical pistol and long range rifle competitions and has earned first and second place finishes. He and his wife also enjoy spending time with their two dogs.

Lynda Burkett, Operations Manager

Drawing on her more than 40 years in business operations and administration, Lynda provides administrative and operational support for Empyrion Wealth Management™ team. Joining the firm in September of 2003, Lynda previously worked in the personal care, education, and medical fields. Detail-minded, with exceptional organizational and interpersonal skills, Lynda is the first staff member you'll meet when you arrive at our office.

Lynda is also the creative force behind all of the Empyrion Wealth Management™ cards sent to our clients. We think you'll agree that her creative flair produces a card that far surpasses the quality anything you'd find in a store. In her down time, Lynda and her husband Terry, enjoy taking long motorcycle rides on their Harley's across the United States.