Steward Partners, an employee-owned independent financial services firm known for its comprehensive approach to wealth management, has announced the addition of Casper Terpinski to its Dallas-based Park Cities Group team. Casper brings with him a wealth of experience and a client-centered approach that aligns well with the firm’s values. He has added approximately $230 million in client assets, a testament to his successful career and the trust he has built with his clients.
With over four decades of experience in the financial industry, Casper has worked both as a broker and as a financial advisor. His career has been dedicated to serving a diverse range of clients, including retirees, small institutions, and multi-generational families. Casper takes pride in his ability to understand each client’s unique financial goals and challenges, and he develops customized wealth management strategies tailored specifically to their needs.
Beyond his advisory role, Casper is also an entrepreneur at heart. He is a co-owner of TurnPro LLC, which reflects his interest in innovative financial solutions and his proactive approach to the industry. His entrepreneurial spirit and commitment to providing personalized service are qualities that resonate well within Steward Partners’ collaborative culture.
Since its launch in 2013, Steward Partners has distinguished itself as one of the fastest-growing and most influential firms in the industry. The firm has consistently demonstrated its commitment to excellence and client satisfaction, earning recognition and awards along the way. Recently, Steward Partners was included on Inc. 5000’s list of fastest-growing private companies for the fifth time, highlighting its impressive growth trajectory.
KEY QUOTES:
“After more than four decades in the industry, I’m thrilled to join The Park Cities Group at Steward Partners. What really drew me in was the team’s independence and the support platform they offer—tools and resources that are invaluable in better serving clientele. Steward allows me to focus on what I do best: building meaningful relationships with clients and helping them achieve their goals, while also collaborating with the other talented advisors on the team, Jason Bottenfield and Brett Diamond. It’s the perfect mix of autonomy, experience, and partnership, and I’m excited for the next chapter of my career here.”
Casper Terpinski, Managing Director and Wealth Manager at The Park Cities Group at Steward Partners
“We’re thrilled to welcome Casper to our Park Cities Group team. Casper brings not only decades of experience and a proven track record with clients, but also an entrepreneurial spirit that mirrors our own approach to empowering advisors. His drive to innovate and build lasting client relationships fits seamlessly with our advisor-driven model, and we’re excited to support him as he continues to grow his practice and deliver exceptional service.”
Chris Barton, Senior Divisional President, and Alondra Robles, Senior Divisional Vice President, Central Division, at Steward Partners
