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

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


Kacie is a CERTIFIED FINANCIAL PLANNER™ with over seventeen years of experience in the financial services industry. She also holds the Certified Investment Management Analyst® certification.

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

Prior to joining Stone Asset Management in 2013, Kacie worked as a Senior Investment Associate with Thornburg Investment Management of Santa Fe, NM, and an Assistant Vice President with SunTrust Investment Services in Memphis, TN.  Kacie started her career with Commerce Brokerage Services in Wichita, KS. 

Originally from Kansas, Kacie is a proud graduate of Wichita State University.  During her spare time, she enjoys vacationing with her family and hiking with their dog, Lenny.

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