She's a woman on a purposeful mission, a strategic planner with a great message for us! Helen Stephens founded Aspen Wealth Management in late 2011. Helen has been a CERTIFIED FINANCIAL PLANNER™ professional since 1993 and is also an Enrolled Agent (EA) as well as a Certified Exit Planning Advisor. She has 30 years of experience in the field of financial services. Helen is frequently a speaker on the subject of Women & Money. 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 and the Fort Worth Star-Telegram.