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Jeffrey N
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Jeffrey Needham is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Joe S
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Joe Sopha is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Creative Planning, DST Systems, and American Century Investment Services. Outside of his advisory role, he is actively involved in community organizations, serving as Co-President of the Indian Hills Middle School Parent/Teacher Association and as a Board Director of the All For Moms Foundation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio strategies and client savings rates.
Jeffrey G
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Jeffrey Goff is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc., Waddell & Reed, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.
Patrick B
Series 63, Series 66
Overland Park, KS
Empower Advisory Group
Patrick Beach is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 63 and Series 66 designations and has 25 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
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