Surprise, AZ Office

Team
Updated today
Empower Advisory Group logo

Empower Advisory Group

Enterprise

Firm-wide stats for Empower Advisory Group

Total advisors

2,014

Across 1,087 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 Typical

HNW client ratio

7% Low

About

Empower Advisory Group (EAG) provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point‑in‑time financial plans and optional managed account solutions.

EAG’s financial planning Service produces a single “point‑in‑time” plan using proprietary and third‑party methodologies that emphasize long‑term portfolio returns, annual rebalancing, and clients’ savings rates rather than short‑term return forecasts. The standalone planning Service does not implement or monitor recommendations automatically and will not update plans unless a client re‑engages, although participants may separately enroll in managed accounts that give EAG discretionary authority.

Distinctive features include the firm’s scale and tight integration with affiliated Empower entities for recordkeeping, brokerage execution and investment products, which means recommendations are generally made within plan lineups chosen by plan sponsors and can result in affiliate compensation when proprietary funds or insurance products are used. EAG also serves a very large participant base relative to its adviser headcount—yielding a higher client‑to‑advisor workload than many peers—and disclosed a material SEC settlement in August 2025 concerning disclosure and conflicts of interest (censure, cease‑and‑desist order, $750,000 civil penalty and $4,063,569.80 disgorgement).

Based on Empower Advisory Group

Expertise

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Based on Empower Advisory Group

Location

Surprise AZ

Advisors at this office

6

Advisors at this office

user avatar

Tyler G

CFP®, Series 63

Surprise, AZ

Empower Advisory Group

Tyler Griner is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has held roles at Empower Financial Services, MML Investors Services, and MassMutual. Outside of finance, he has worked in the food service and gig economy sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm offers integrated services through Empower’s administrative platforms, focusing on long-term portfolio returns and delivering both point-in-time financial plans and managed account options.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Omar N

Series 66

Surprise, AZ

Empower Advisory Group

Omar Nevarez is a financial advisor with Empower Advisory Group in Surprise, AZ, holding a Series 66 designation. He has experience at Charles Schwab & Co., Inc. and Discover Financial Services, with a total of eight years in the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Tammy A

Series 66

Surprise, AZ

Empower Advisory Group

Tammy Austin is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones, The Vanguard Group, Inc., and Humana. She is based in Surprise, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Olga D

Series 66, Series 63

Surprise, AZ

Empower Advisory Group

Olga Den is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Mass Mutual Investors Services, MMl Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she sells items online through Amazon and Shopify. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Meagan B

Series 63, Series 65

Surprise, AZ

Empower Advisory Group

Meagan Ballew is a financial advisor with Empower Advisory Group in Surprise, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Equitable Financial Life Insurance Co. and JPMorgan affiliates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Anthony V

Series 66

Surprise, AZ

Empower Advisory Group

Anthony Villari is a Series 66-licensed financial advisor with Empower Advisory Group in Surprise, Arizona. He has one year of industry experience, having previously worked at Republic Finance and held various roles in education and finance since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm delivers integrated services through Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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