Casper Terpinski Joins Steward Partners to Bolster Wealth Management Team in Texas

Steward Partners Expands with New Veteran Advisor

Steward Partners, a prominent independent financial services firm, has recently expanded its Central Division with the addition of seasoned financial advisor Casper Terpinski. With over 40 years of experience in the finance industry, Terpinski brings a wealth of knowledge and expertise, joining the firm's Dallas, Texas-based Park Cities Group. He will contribute $230 million in client assets, a significant boost for the team.

Background of Casper Terpinski

Before joining Steward Partners, Terpinski established a successful practice dedicated to retirees, small institutions, and multi-generational families. His extensive background includes both brokerage and advisory roles, allowing him to tailor wealth management strategies to meet the unique needs of each client. Alongside his advising work, Terpinski is also a co-owner of TurnPro LLC, showcasing his entrepreneurial spirit and commitment to innovative financial solutions.

At Steward Partners, he aims to further enhance his practice by utilizing the firm’s robust support platform and independence. “After more than four decades in the industry, I’m thrilled to join The Park Cities Group at Steward Partners,” said Terpinski in a statement. “The team’s independence and the invaluable resources they provide will enable me to build meaningful client relationships and focus on helping them achieve their goals.”

Terpinski expressed excitement about collaborating with his new colleagues, Jason Bottenfield and Brett Diamond, both established advisors within the firm. He appreciates the blend of autonomy, seasoned experience, and partnership that Steward Partners offers.

Steward Partners: A Rapidly Growing Firm

Established in 2013, Steward Partners has quickly become one of the most significant players in the financial services industry. The firm has been recognized multiple times in prestigious reports such as the Inc. 5000 list of fastest-growing private companies and earned commendations in various categories, reflecting its commitment to client service and exceptional advising capabilities. In 2025, it was listed as the 28th largest RIA by Financial Advisor Magazine based on discretionary and non-discretionary assets under management.

Steward Partners aims to create an inclusive and supportive workplace culture for its advisors, which is evidenced by its inclusion in the Washington Business Journal's Best Places to Work List and USA TODAY's Best Financial Advisory Firms list for 2025. The firm is dedicated to providing its advisors with the tools necessary for exceptional client service while promoting a collaborative environment.

Future Prospects

The addition of Terpinski not only enhances the wealth management capabilities of the Park Cities Group but also aligns with Steward Partners’ long-term vision of growth and innovation in financial services. With the support infrastructure provided by the firm, Terpinski is poised to expand his client base and deliver high-quality service to existing clients.

As the industry evolves, Steward Partners remains committed to adapting its practices and strategies to meet the growing demands of clients, demonstrating a dedication to excellence that is reflected in its rapid growth. Bringing on seasoned professionals like Terpinski ensures that the firm continues to lead in wealth management solutions, setting both clients and advisors up for future success.

In conclusion, the arrival of Casper Terpinski at Steward Partners signifies a new chapter filled with potential for both the advisor and the firm. With his rich experience and the backing of a dynamic service platform, Steward is well-positioned for continued growth and success in the competitive financial services landscape.