JS
Jason Stepanik, CFP®, CIMA®
Wealth Advisor

Jason Stepanik, CFP®, CIMA® is a Wealth Advisor with over 20 years of experience in the financial services industry. Jason holds a Bachelor of Business Administration degree with a concentration in Economics and Quantitative Business Analysis from Baylor University.

Jason is a Certified Financial Planner™ as well as a Certified Investment Management Analyst®. He is an active member of the Investments and Wealth Institute. Jason also holds the CMFC® designation from The College for Financial Planning. Additionally, he holds the Texas general lines Life, Accident, Health and HMO Insurance License. Jason is committed to providing clients with an extraordinary level of service.

Prior to joining HFG Wealth Management, Jason was a Financial Advisor with SWBC Investment Services as well as a Regional Director with Legg Mason.

Outside of work, Jason enjoys running, scuba diving and motor sports. Jason and his wife Cara reside in The Woodlands with their daughter. Jason and Cara are actively involved in the McCullough Choir and Ellisor Elementary Garden Club.

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