More than $1B worth of consulting on plan assets. Seventeen years of experience in the investment and retirement industries. Named one of 401kWire’s 60 Most Influential DC Advisors, one of Financial Times Top 401k Retirement Advisers (twice) and a finalist for PLANADVISER Magazine’s Retirement Plan Adviser of the Year. Even with his extensive list of accolades and accomplishments, it’s Jason’s unbridled energy and passion that his clients and team love most. Whether he’s advocating for stronger fiduciary responsibility, lending his financial expertise to a local non-profit, or championing financial literacy for the next generation, Jason keeps a strong sense of “the why” within his work. Oh, and he serves up a mean plate of crawfish at the annual Chepenik crawfish boil too!
JASON ON GOING BEYOND:
We never stop thinking of new ways to make retirement plans more efficient and effective. It’s all about helping people retire on their own terms, and feel confident about the generations to come.
Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Chepenik Financial are not affiliated with Triad Advisors, LLC. Broker Check by FINRA.