Bringing $230 million in client assets, Terpinski joins Steward’s Park Cities Group team in Dallas, TX
Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announces that financial advisor Casper Terpinski has joined the firm’s Dallas, Texas-based Park Cities Group team, adding $230 million in client assets.
With more than 40 years in the industry as both a broker and financial advisor, Terpinski has built a practice dedicated to serving retirees, small institutions, and multi-generational families. In addition to his advisory work, he is co-owner of TurnPro LLC, reflecting his entrepreneurial approach and interest in innovative solutions. He provides customized wealth management strategies tailored to the distinct goals and challenges of each client group.
“After more than four decades in the industry, I’m thrilled to join The Park Cities Group at Steward Partners,” said Casper Terpinski, Managing Director and Wealth Manager at 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.”
“We’re thrilled to welcome Casper to our Park Cities Group team,” says Chris Barton, Senior Divisional President, and Alondra Robles, Senior Divisional Vice President, Central Division, at Steward Partners. “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.”
Since its launch in 2013, Steward Partners has solidified its place as one of the industry’s fastest-growing and most influential RIA firms. Recently, the firm earned a spot on Inc. 5000’s list of fastest-growing private companies for the fifth time. Additionally, the firm was recently listed 28th on Financial Advisor Magazine’s 2025 Top RIA and RIA Discretionary and Non-Discretionary AUM Rankings and was named as a 2025 Excellence Awardee for InvestmentNews‘ Thrivent Employer of Choice, as well as recognized on Washington Business Journal‘s 2025 Best Places to Work List and USA TODAY‘s Best Financial Advisory Firms 2025 list. Additionally, in 2025 several Steward Partners advisors and teams were honored on Forbes | SHOOK’s 2025 Best-In-State Next-Gen Wealth Advisors, 2025 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, underscoring the firm’s commitment to delivering exceptional client outcomes through collaborative, team-based service. Additionally, many advisors earned a spot on InvestmentNews‘ Top Financial Advisors in the USA list and celebrated its fifth consecutive appearance on Barron’s latest Top 100 RIA Firms list, securing an impressive 18th ranking. These achievements reflect Steward Partners’ continued momentum, client-first culture, and dedication to excellence in wealth management.
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