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]
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 (Cha) Koc, MBA
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. Cha 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. Cha 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, MBA
Staff Accountant
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.
Kaniqua Washington
Senior Administrative Executive Assistant
Kaniqua Washington joins Strategic Wealth Planning as our Senior Administrative Executive Assistant. Kaniqua has over 12 years of experience in the insurance and finance industries. Kaniqua has served as an Underwriter for two Fortune 500 insurance companies and has experience as a Corporate Trainer for one of the world’s largest investment banks. Kaniqua earned her B.A. in psychology from Texas Woman’s University in 2015 and is actively pursuing her master’s degree. Kaniqua’s knowledge, education, and communication skills are valuable to SWP’s success, helping our firm build strong and lasting relationships with our clients. In her spare time, she enjoys volunteering, cooking, exercising, and spending time with her family.
Wesley Holloway, MBA
Wes Holloway is the new CEO of Blum Management Group, bringing more than 15 years of executive leadership in finance and strategy. A native Texan, Wes has a proven track record at industry-leading companies, PepsiCo, Southwest Airlines, and Freeman Company, where he has led high-impact initiatives driving growth and operational excellence. In addition to leadership at large organizations, he has played a pivotal role in building and scaling small to mid-sized businesses as a CFO and COO. Today, Wes leverages this expertise to support clients at Strategic Wealth Planning, helping them navigate financial complexities and achieve long-term success. He holds a Bachelor’s degree in Mathematics and Religious Studies from Southern Methodist University and an M.B.A. in Finance and Accounting from SMU’s Cox School of Business.
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.