Steve founded Strategic Wealth Planning in 2003 and built the firm around client input. Before founding Strategic Wealth Planning, Blum served as an accountant, financial analyst and business planning specialist.
Steve is an Overland Park, KS native who graduated from the Cox School of Business at Southern Methodist University with a double major in accounting and finance. Texas Monthly has honored Steve multiple times as a Five Star Wealth Manager.
Blum holds the designations CERTIFIED FINANCIAL PLANNERTM (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and an Accredited Estate Planner (AEP). Check the background of this associate on FINRA's BrokerCheck.
Brant joined Strategic Wealth Planning in 2013 as Senior Portfolio Strategist and is responsible for designing and managing SWP portfolios. Prior to joining SWP Brant spent 15 years in the hedge fund industry, primarily with Dolphin Capital Management where he served as Head of Trading, then Head of Research, and ultimately Chief Investment Officer. Brant also previously worked for Towers Watson and T. Rowe Price. Brant holds a Bachelor of Science degree in Business from the University of Florida with a double major in Finance and Marketing. He holds the designations of Chartered Alternative Investment Analyst and Chartered Market Technician.
Kate Rundstein, Certified Paraplanner, joined Strategic Wealth Planning in 2014, and in 2016, was promoted to the position of Senior Operations Specialist. Kate heads SWP's client services division, working to maintain the important relationships between SWP and its clients. Kate has been an invaluable addition to our firm with extensive experience in investment operations and project management. Kate holds a Bachelor of Science degree from Temple University.
Christopher Semrod, a financial services professional and entrepreneur, has worked in the banking and financial services industries for over 20 years.
Chris graduated from The University of Denver where he majored in Psychology and minored in Political Science. After graduation, he trained to become a bank manager in Birmingham, AL and then served as the bank’s branch manager in Clearwater Florida. Deciding to pursue employment outside the banking industry, Chris worked in institutional equity sales for a boutique investment-banking firm in New York City. His territory included West Coast mutual fund, hedge fund and pension fund managers.
Chris subsequently moved to Keefe, Bruyette and Woods to work at the firm’s institutional sales desk in their new San Francisco office. In 2005, after a very successful career on Wall Street, Chris established his own hedge fund, Redwood Capital, which he managed for three years.
In 2015, Chris moved back to Denver to re-enter the financial services industry and in late 2016, joined Strategic Wealth Planning as head of its Denver branch.
Outside of office hours, Chris enjoys the outdoors and is an avid skier, runner, mountain climber and fisherman.
Check the background of this associate on FINRA's BrokerCheck.
Kimberly Porter joined Strategic Wealth Planning as Senior Relationship Manager. Kimberly brings over 20 years of experience in the finance and insurance industries. An important part of Kimberly's position is to build lasting relationships with SWP clients. Prior to joining Strategic Wealth Planning, Kimberly worked as an executive assistant at a major financial services firm.
Michelle Ransom joins Strategic Wealth Planning where she will head SWP's bookkeeping services division. Michelle earned a Bachelor of Accountancy from New Mexico State University and a Masters in Business Administration from the University of Southern Mississippi. Michelle has many years of experience as a bookkeeper, financial analyst and accounting manager. In addition to all of these outstanding qualifications, Michelle is "QuickBooks certified."
Jenn Pinabel joined SWP in 2017 and quickly became an integral part of our client services team. Jenn was born in Dallas and graduated from Hillcrest High School. Jenn holds a property and casualty insurance license and is studying to obtain her life and health insurance license. As a SWP Client Services Associate, Jenn assists the SWP team in all areas of client communication. Welcome, Jenn. We are glad to have you on board.