Ky Phan, Investment Operations Associate

Ky is responsible for conducting the broad range of research necessary to support the investment philosophy and policies of Empyrion™ Wealth Management. In addition to attending to market research, he collaborates with Kim to help create customized investment policy statements and appropriate asset allocation plans for every client. Ky also prepares comprehensive reports for clients’ quarterly and annual reviews, executes necessary trades, and collaborates with the rest of the Empyrion team to add value for our clients and their portfolios.

Prior to joining the firm in August 2009, Ky worked at Deutsche Bank in Carlsbad, California as a senior hedge fund accountant and at State Street Bank & Trust in Sacramento as a hedge fund accountant. He graduated from University of California, Davis in 2006 with a double major in economics and international relations.

A cycling enthusiast, Ky enjoys riding from Sacramento to Folsom Lake.
He also enjoys spending time out on the golf course.

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. She 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. She 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.

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.