Hi, I'm Jason Stepanik and my journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.
I live in The Woodlands, TX, with my wife, daughter and two dogs. My wonderful wife Cara is a 4th grade teacher at Coulson Tough in CISD and Lauren is a recent graduate of The Woodlands High School. Lauren is a private pilot and is continuing her studies at Embry Riddle and Chennault Aviation Academy. Her goal is to become a professional pilot. As a family, we enjoy traveling, scuba diving, hiking and spending time outdoors. In my spare time I love flying with Lauren and I am an avid distance runner. I typically try to run a couple marathons every year and I love the parallels between running and financial planning. In life some of the simplest things can be the hardest!
