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.
Director of Advanced Planning and Due Diligence As the director of advanced planning and due diligence, Mitchell is responsible for identifying, researching, and implementing advanced tax and investment strategies for Strategic Wealth Planning clients and advisers. Mitchell travels often to meet with prospective investment managers, clients, and friends all over the United States. Mitchell has personally managed private businesses since 2003, overseeing a wide span of departments including accounting, finance, marketing and IT services and brings valuable experience and knowledge in working with high- net-worth families, professionals, entrepreneurs and business owners. Mitchell is a second-generation Texan who attended Southern Methodist University, graduating magna cum laude with a degree in finance. He holds a Certificate in Financial Planning from SMU and since 2003, has been licensed to sell life and health insurance. Mitch is well versed in all areas of retirement planning including Social Security, Medicare, and Long Term Care insurance.
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.
Kimberly Porter joined Strategic Wealth Planning as Senior Relationship Manager and was promoted to Vice President of Operations in 2018. 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.
As Chief Compliance Officer, Jenifer is in charge of preparing and overseeing SWP’s policies and procedures. Jenifer completed her compliance training through National Regulatory Services. An attorney licensed in the states of Kansas, Missouri and Texas, Jenifer continues to practice law with a focus on business and real estate transactions.
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 and special projects.
Ivan Valenciano-Velez joins Strategic Wealth Planning as Senior Portfolio Operations Associate. Ivan graduated from the University of North Texas with a BBA in Finance in 2017 and is currently working on his MBA in Finance. Ivan has an impressive background in the financial industry and has held Series 7 and 63 licenses since 2014.