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.
Email: [email protected]
Shawnteé Lowery
Staff Accountant
Certified QuickBooks Online ProAdvisor
Shawnteé Lowery is a proud mother of three accomplished young adults. Her children all graduated from the distinguished Frisco ISD and embarked on their own paths, leaving Shawn to reflect on her diverse upbringing. Originally from California, Shawn’s childhood was marked by frequent moves across the United States and two stints in Germany, due to her father’s career.
Shawn pursued her academic journey at the University of Louisville, laying the groundwork for a successful professional career. She spent 13 years in property management, overseeing multimillion-dollar assets before transitioning to the banking sector. During her tenure in banking, Shawn observed the challenges faced by business clients. These observations, combined with her deep-seated commitment to helping others, inspired her to redirect her career toward bookkeeping and accounting.
Apart from her professional pursuits, Shawn Lowery finds great joy in spending time with her family, pets, and close friends, helping those in need, and strengthening her faith in God.
Email: [email protected]
Carly Evans
Executive Administrator
Carly is originally from North Dakota but has been a Texas resident for the past 29 years. She brings several years of experience as an Executive Assistant in both large corporations and the small sector space. Carly enjoys spending time with family, friends and her adorable French bulldog, Frankie. She loves the outdoors and is an avid reader who especially loves psychological thrillers. SWP is glad to welcome Carly to our team!
Email: [email protected]
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.