SWMG, LLC

Kelly Buchfink is a CFP®-certified financial advisor with 22 years of industry experience, currently practicing at SWMG, LLC since 2018. Prior to joining SWMG, she worked at First Command Advisory Services and its affiliated entities from 2009 to 2017. Outside of her financial advisory role, she has been a Mary Kay Cosmetics consultant since 1999, primarily for personal use. SWMG, LLC serves individuals, trusts, retirement accounts, and business entities by providing comprehensive financial planning, investment management, and tax-overlay services. The firm employs a blend of fundamental and technical analysis and uses third-party asset managers to implement diversified portfolio strategies.

Joshua Strittmatter is a CFP® professional with 23 years of industry experience, currently serving as an advisor at SWMG, LLC since 2012. He previously worked with LPL Financial and holds a Series 66 designation. Outside of advisory services, he is a continuing education instructor at several local colleges and owns a retail business selling chemical-free products and supplements. SWMG, LLC is a registered investment adviser serving individuals, trusts, retirement accounts, and business entities with comprehensive financial planning, investment management, and tax-overlay programs. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to construct diversified asset allocations, utilizing third-party asset managers and technology-driven client services.

Cooper Segars is a financial advisor at SWMG, LLC with a Series 65 credential and two years of industry experience. He previously worked at Baird and spent six years at Texas Tech University. Outside of advising, he was involved with Clean Air Lawn Care for three years. SWMG, LLC serves individuals, trusts, estates, retirement accounts, and business entities by providing financial planning, investment management, and tax-overlay programs. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to construct asset allocations, utilizing third-party asset managers and technology tools to support client service and compliance.

David Thurber is a financial advisor with SWMG, LLC in Fort Worth, TX. He holds a Series 65 designation and has experience in mortgage origination, currently serving as a Senior Loan Officer at Cross Country Mortgage. Thurber joined SWMG, LLC in 2025 after several years in the mortgage industry. SWMG, LLC serves individuals, trusts, retirement accounts, and business entities with financial planning, investment management, and tax-overlay programs. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory to construct diversified asset allocations, managing accounts through third-party asset managers and offering educational seminars.

Stewart Leafblad is a financial advisor at SWMG, LLC in Fort Worth, TX, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Strittmatter Wealth Group, Ross Wealth Group, Coppell Advisory Solutions, Russ Ross Consultants, Beacon Pointe Advisors, Rosenthal Retirement Planning, and National Planning Corporation. SWMG, LLC serves individuals, trusts, retirement accounts, and business entities by providing modular financial planning, investment management, and a tax-overlay program. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to construct asset allocations, employing third-party asset managers in unified managed accounts and offering fee-based financial education seminars.

Kory Morawietz is a CFP® professional with six years of experience at SWMG, LLC and prior experience at Verus Wealth Advisors. He has a total of two years in the financial industry. SWMG, LLC serves individuals, trusts, estates, retirement accounts, and business entities with comprehensive financial planning, investment management, and a tax-overlay program. The firm utilizes a combination of fundamental and technical analysis along with modern portfolio theory to construct asset allocations, and employs technology to support client service and compliance.