Joanne Nuguit, Director of Client Services
Joining the firm in May 2007, Joanne prides herself in providing unparalleled operational and administrative support for all Empyrion Wealth Management™ clients. Her more than thirty years of human resources and management experience offer a reservoir of resources as she strives to anticipate our clients' needs—and exceed their expectations. As a liaison between advisors and clients and our broker dealer, Joanne is the point person for keeping client account records current. She works closely with our account custodians to establish new accounts, coordinate account transfers, and initiate disbursements. Joanne's keen attention to detail ensures clients' needs are met in a complete and timely manner, 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. Joanne attended Rowan University in Glassboro, New Jersey with an emphasis in business and administrative studies. Committed to ongoing professional development, she earned her Professional Human Resources (PHR) certification in 2006 and continues to attend various training programs. Joanne and her husband belong to the River City Beamers, a BMW motorcycle club that takes weekly dinner rides with other members to many out-of-the-way, fun places to dine. They also enjoy spending time and training their two dogs in the sport of shutzhurd.

Kyle C. Ford, CFP®, Research Analyst and Investment Manager
A highly motivated self-starter with a strong academic and professional record, Kyle joined Empyrion Wealth Management™ in October 2007. A Certified Financial Planner ™ (CFP®), Kyle's five years as a financial advisor at the Principal Financial Group provide a sound foundation for his current work as research analyst and investment manager. In addition to conducting the necessary research to support the investment philosophy and policy for the firm, Kyle collaborates with Kim to help create unique, appropriate investment policy statements and allocation plans for every client. Kyle also prepares the quarterly and annual reviews and executes necessary trades. He enjoys working with the rest of the Empyrion team to bring value to our clients and their portfolios. Committed to furthering his professional education, Kyle is currently a Level 1 candidate in the prestigious Chartered Financial Analyst (CFA®) program. Kyle graduated in 2004, cum laude, with a BA in economics and a minor in philosophy, from California State University, Sacramento. In addition to his California Insurance license, Kyle holds his Series 7 and Series 66 licenses.

 

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.