PLANADVISER - March/April 2019 - 31

LOCATION: Orlando, Florida
PLAN ASSETS UNDER ADVISEMENT: $1.38 billion
MEDIAN PLAN SIZE: IN ASSETS: $5.8 million
PLANS UNDER ADMINISTRATION: 109
PARTICIPANTS: 110,000
NUMBER OF ADVISERS: 3
ADVISER TEAM MEMBERS: 13
As of December 31, 2018
better synergy between them and us.
We love to see employees enjoying
one of our creative programs-but
we especially love to see that enjoyment
reflected back onto our clients. A
customized message results in a more
successful event and leads to greater
employee satisfaction overall.
" At Chepenik Financial, we love
what we do, " Chepenik
continues.
" We especially enjoy our reputation
for being creative and quirky, and
the freedom that gives us to truly be
ourselves. But even as we are having
all this fun, we take very seriously the
responsibility we have for giving back. "
Twenty percent of Chepenik Financial's
book of business is nonprofit
organizations, and 10% of the revenue
the practice derives from these clients
it donates back to them, Chepenik
says. " We are proud that our company
culture is founded on the desire to give
back, and we are proud to lead this
charge within the industry, " he says.
Chepenik says the firm's charitable
work exemplifies its " We go beyond "
mantra. " We go beyond our clients,
and beyond our industry, to bring
wellness to life within the community, "
he says. " We believe that being
a good financial steward and community
steward makes us better and that
giving individuals the tools to make
good financial decisions contributes
not only to their well-being but to the
well-being of the community overall. "
In the past two years, the practice
has more than doubled in size,
to 13 team members, and Chepenik
expects it to double again in the next
two years. He says the type of people
he looks for are those who mesh with
" We go beyond. "
" Our retirement team always
brings its expertise and our 'We go
beyond' attitude to client meetings
and education sessions to ensure
that our plan sponsors and their
participants always have someone in
their corner, " Chepenik notes. Generally,
the team focuses on small-plan
clients, who may need extra help
because they lack dedicated staff or
resources to manage their plan.
Jason Chepenik
As to growth, Chepenik expects it
will come about organically, as 90% of
the firm's clients can be traced back
to a handful of early plans. By forging
strong relationships with human
resources (HR) and payroll executives,
the practice has frequently won
new business, when those individuals
changed companies and turned to
Chepenik Financial to manage their
new retirement plan.
" As a result of our added value,
they tend to take us with them wherever
they go, which results in strong
ties with companies and executives
throughout Central Florida, " Chepenik
says. " These relationships are the best
marketing we could ever ask for. "
-Lee Barney
planadviser.com March-April 2019 | 31
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PLANADVISER - March/April 2019

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