Meet The Team
Navigate Every Stage of Wealth With a Dedicated Team by Your Side
At Empire Private Wealth, we are committed to helping clients grow, protect, and transition their wealth through thoughtful, personalized strategies. As an independent financial planning firm, we work closely with the individuals and families we serve, guiding them through each stage of their financial journey with clarity, coordination, and confidence. Our goal is to ensure that every decision is aligned with what matters most, today and for the future.
Jaye Ferguson
Financial Advisor | President
Walter Lonergan
Assistant
Investment Portfolio and Planning Team
Daniel Dodgen, CFP
Certified Financial Planner
Edward Parker, CFA®
Investment Analyst
Kirk Snyder, CFA®
Investment Analyst
Jeremy Martinson, CFP, MBA
Certified Financial Planner
Learn What Guides Our Work
Get to know the perspective, principles, and structure behind how Empire Private Wealth serves clients.
See How We Approach Planning
Understand how values, risk, and life stages come together in a disciplined planning process.
Find Where You Fit
Explore the types of clients we work with and see how our guidance aligns with different life stages.