Kacie J. Swartz | CFP®, CIMA® | Senior Financial Advisor

Kacie J. Swartz CFP®, CIMA® Senior Financial Advisor


Kacie specializes in guiding mid-career professionals as they pursue their goals of financial freedom and helping women through major life changes like ending a marriage or losing a spouse.  Her background in investment education makes her a good fit for clients interested in broadening their knowledge of financial planning and investments, including environmentally sustainable and socially responsible strategies.

Kacie is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Investments & Wealth Institute, and is a spokesperson for the CFP® board's Women's Initiative to attract women to the financial planning profession.  She is a frequent public speaker promoting financial literacy.

Kacie has been in the financial services industry since 2001 and joined Stone Asset Management in 2013.  As both a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®, Kacie provides extensive financial planning services and investment management. 

Originally from Kansas, Kacie graduated from Wichita State University.  Kacie's experience includes five years as a Senior Investment Associate with Thornburg Investment Management in Santa Fe, NM, and three years as an Assistant Vice President with SunTrust Investment Services in Memphis, TN.  She started her career with Commerce Brokerage Services in Wichita, KS.

During her spare time, she enjoys vacationing with her husband and daughter or hiking in the Barton Creek Greenbelt with their dog, Lenny.

Kacie can be reached at kswartz@stoneasset.com or 512-469-9152.