Broker Check



Meagan Phelps, CFP®

Founder and President



Meagan Phelps is a CERTIFIED FINANCIAL PLANNER™ at Empress Investment Group. At a young age, after watching her mother receive valuable financial planning advice from a female financial advisor, Meagan was inspired to help other...

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Laura is an Associate Advisor at Empress Investment Group with 7 years of experience in the financial services industry. She earned a bachelor's degree in Finance with an emphasis on Financial Planning at California State University,...

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As an Operations Manager at Empress Investment Group, Angelica oversees day-to-day operations and processes all new business and client service requests. She also maintains client files, handles the company's social media accounts, and...

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Ross Lee

Portfolio Manager

As a Portfolio Manager at Empress Investment Group (EIG), Ross conducts research and provides recommendations related to investment selection, in addition to managing trading activity. Prior to joining EIG, Ross was a Junior Analyst at...

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Sonya Magno

Client Relations Coordinator

Sonya Magno is a Client Relations Coordinator at Empress Investment Group. She ensures smooth day-to-day operations by managing appointments, calendar events, and assisting with administrative tasks. Her philosophy in both business and...

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