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

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


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.  She specializes in guiding clients as they quantify and pursue their goals of financial freedom.

Originally from Kansas, Kacie graduated from Wichita State University.  Kacie's previous 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. 

Kacie is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA) and the Investments & Wealth Institute.

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.