Stephen J. Blum

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.

Check the background of this associate on FINRA’s BrokerCheck.

Email: sjblum@awealthplan.com

Kimberly Porter

Kimberly Porter

Vice President of Operations

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.

Email: KPorter@awealthplan.com

Jenifer Smith Blum

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: jblum@awealthplan.com

Jenn Pinabel

Jenn Pinabel

Client Services Associate

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.

Email: swp@awealthplan.com

Crystal Gonzalez

Operations Associate

Crystal Gonzalez joined SWP in 2020 as our Operations Associate. Crystal grew up in Granbury, TX and graduated from UNT with a degree in Business Administration. After school, she spent six years working for a broker dealer and another six years with a financial planning firm where she earned the designation Financial Planning Qualified Paraplanner. In her spare time, Crystal enjoys reading, spending time with her family and watching her son play baseball.

Email: operations@awealthplan.com

Matthew Waller

Investment Officer

Matthew Waller joined Strategic Wealth Planning in 2021 as the firm’s Investment Officer.   Matthew, who holds a Series 7 securities license and a series 57 securities trader license, is in charge of balancing, modeling, and executing SWP client portfolios.  Matthew was born and raised in the Dallas area, holds a B.S. in Economics from UTD, and is working toward his MBA degree at Southern Methodist University.  Matthew brings extensive experience to his position, having worked on an Agency trade desk providing both execution as well as trade support for institutional clients.   In his position as Investment Officer, Matthew is  responsible for investment research and due diligence and  serves as a member of the SWP Investment Committee.

Email: MWaller@awealthplan.com

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