Stephen J. Blum
President
CFP®, AEP, CLU, ChFC
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. Mr. Blum holds the designations CERTIFIED FINANCIAL PLANNERTM (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and an Accredited Estate Planner (AEP). Steve is an Investment Adviser Representative of Strategic Wealth Planning and a Registered Representative of Realta Equities, Inc. Member FINRA/ SIPC located at 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Check the background of this associate on FINRA’s BrokerCheck.
Email: [email protected]
Kimberly Porter
Chief Operating Officer
Kimberly Porter joined Strategic Wealth Planning in 2016 as Senior Relationship Manager and was promoted to Vice President of Operations in 2018 and COO in 2023. Kimberly brings over 20 years of experience in the finance and insurance industries. In her position as COO, Kimberly’s wears two hats, building lasting relationships with SWP clients and overseeing the firm’s internal operations. Kim holds a life and health insurance license from the State of Texas.
Email: [email protected]
Crystal Gonzalez
Operations Manager
Crystal Gonzalez joined SWP in 2020 as our Operations Associate. Crystal grew up in Granbury, TX and graduated from UNT in 2006 with a degree in Business Administration. After university, she spent six years working for a broker dealer and another six years with a financial planning firm where she earned the designation of Financial Planning Qualified Paraplanner. In her spare time, Crystal enjoys reading, spending time with her family and watching her son and daughter at their sporting events.
Email: [email protected]
Mary K. Isaacs
Accounting Manager
Mary K. joined the Strategic Wealth Planning team in 2022. She provides treasury management, forecasting, tax reporting, payroll, research, and other services for SWP and our clients. Mary K. worked previously in soup-to-nuts small CPA firms, providing a full range of services from bookkeeping, budgeting, and audit support to preparation of individual and business tax returns. A lifelong Texan, Mary K. earned her B.A. at The University of Texas at Austin and pursued careers in education, theatre arts, and freelance writing before finding her professional home in accounting. Outside of work, Mary K. travels, reads, dances, and fervently attends to her Duolingo streak.
Email: [email protected]
Jenifer Smith Blum
Chief Compliance Officer
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.
Email: [email protected]
Cagatay Koc
Trade Execution Specialist
Strategic Wealth Planning welcomes Cagatay as our Trade Execution Specialist, providing trading, portfolio management, research, and financial analysis for equity, fixed income, alternative securities, and overall asset allocation. Cagatay’s additional operational responsibilities relate to portfolio allocation and client communication, and he is a member of SWP’s Investment Policy Committee.
Cagatay has several years’ experience in RIA firms where he performed critical roles. He was head research analyst/trader in asset/wealth management firms, evaluating a wide range of investments, and conducted hedge fund operations at a major trust institution. He earned his MBA in Finance and Marketing from the University of Arizona.
Check the background of this associate on FINRA’s BrokerCheck.
Email: [email protected]
Jackline Logan
Staff Accountant
MBA
Jackline Logan, a new team member at Strategic Wealth Planning, has worked as an accountant both in corporate settings as well as for small businesses. Jackline’s communication skills, both verbal and written have allowed her to foster great work relationships in every position she has held. With over 6 years of accounting experience, Jackline’s knowledge, skills and educational background will be a valuable contribution to the SWP accounting division.
Ace, our team mascot
Ace, the team mascot, is a Bernedoodle (Bernese Mountain dog & poodle mix) weighing in at 115 pounds.
Despite his size, Ace is a gentle soul who holds the special position of client greeter.