Associates

Stephen Blum, CFP, AEP, CLU, ChFC

Whitney Magers

Jed Bernstein, CFP

Julie Chapman

Erika Stone

Beau Taylor, CIMA, AIF

Deborah Rueter

The information on this website is intended for use only by residents of the states listed below.

We are licensed to sell Insurance Products in the following states:
TX, CA, CO, DE, IA, IL, KS

Strategic Wealth Planning is an SEC Registered Investment Advisor. Principle office at 14900 Landmark Blvd. Suite 650, Dallas, Texas 75254

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