Jason Chepenik, Winter Park Financial Adviser, Finalist for PLANSPONSOR Retirement Plan Adviser of the Year
Jason Chepenik, managing partner of Winter Park-based Chepenik Financial, has been named a top six finalist for PLANSPONSOR's Retirement Plan Adviser of the Year award. The firm's client, Massey Services, is a finalist for PLANADVISER's Plan Sponsor of the Year award.Chepenik Financial Holds Florida's First-Ever 4.01K Race
On April 1, 2015, retirement consultation firm, Chepenik Financial, will host the 4.01K Race for Financial Fitness, the state's first-ever 4.01K race.Award-Winning Retirement Consulting Firm Adds Experienced Advisor
Nationally recognized financial advisor Krystle Kaufman has joined Winter Park firm Chepenik Financial as Vice President, Retirement Plan Consulting, Southeast. With nearly a decade of experience in financial services, Kaufman specializes in qualified retirement plans and individual wealth management. She will be instrumental in helping regional businesses effectively administer and manage their retirement plans.Chepenik Financial Hires New Senior Relationship Manager
Rhonda Markus, an eighteen-year veteran of the retirement services and financial services industry, has joined Winter Park firm Chepenik Financial as the new Senior Relationship Manager.