Retirement planning and wealth management are a lot like mountain climbing. It might be possible for you to reach the destination without any help – but there’s no guarantee you’ll take the best path or have enough supplies for the whole journey. You need a sherpa on the mountain – and in your financial life. Our team is up for the task.
Each of these individuals joined the Chepenik Financial family because they share our passion for serving with integrity and going beyond the norm to help our clients achieve their goals.
Director of Private Client Services
Chief of Staff
Director of Client Education
Manager, Corporate Retirement Plans
Canine in Chief