Tempe, AZ Office

Joan Stoddard is a CFP®-certified financial advisor with 13 years of industry experience, currently with Empower Advisory Group in Tempe, AZ. Her prior experience includes roles at Advised Assets Group, GWFS Equities, Northstar, Bank of the West, Northwestern Mutual, and Learnvest Inc. In addition to her advisory work, she owned Treasure Trove Toffee for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and participant savings rates in its planning approach.

Jacob Schuerman is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Empower Advisory Group, he worked at The Vanguard Group and Empower Financial Services, and he has served in various roles including at the University of Arizona and in community involvement through the Tempe Church of Christ’s Financial Stewardship Ministry Team. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.