Jason Chepenik currently serves as senior vice president of the retirement & wealth division. Jason is focused on providing fiduciary guidance to corporate retirement plans. Jason’s unbridled energy and passion is what his clients and team love most. Whether he’s advocating for stronger fiduciary responsibility, lending his financial knowledge to a local non-profit, or championing financial literacy for the next generation, Jason keeps a strong sense of “the why” within his work.
Jason is also the founder of the 4.01k Race for Financial Fitness ™ helping to raise more than $1 million to support community based financial literacy programs. Jason has earned a degree in Management with a concentration in Finance from Tulane University.
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