Helen Stephens, CFP®

Helen Stephens, CFP®


Helen Stephens founded Aspen Wealth Management in late 2011. Helen has been a CERTIFIED FINANCIAL PLANNER™ professional since 1993, an Enrolled Agent (EA) since 2009, and has more than 20 years of experience in the field of financial services. Daily, she helps many of the firm’s clients on a variety of financial planning and investment matters.  You can meet Helen here.

Helen is frequently a speaker on the subject of Women & Money, and has taught Financial Understanding for Women through the Extended Education department at TCU. She received her undergraduate degree in finance from the Cox School of Business at Southern Methodist University (SMU), and has been quoted in many publications, including The Wall Street Journal, USA Today, Oprah Magazine and the Fort Worth Star-Telegram.

Serving as an active member of DFW Financial Planning Assocation (FPA), National Association of Personal Financial Advisors (NAPFA), and Fort Worth Chamber of Commerce, Helen also serves on the board of Trinity Habitat for Humanity.

Helen is married and has three children, and enjoys watching her son play sports, visiting her college-aged daughters, hiking, and gardening.

You can learn more about Helen here.