Note: Securities offered through Securities America Inc., Member FINRA/SIPC, Ryan Craner, Rod Hamilton, Registered Representatives. Advisory services offered through Strategic Planning Group, LLC. Ryan Craner, Investment Advisor Representative. Strategic Planning Group, LLC and Securities America Inc. are not affiliated.

   
 

Strategic Planning Group Staff

 

Ryan Craner
Founder, President & CEO

801-627-2200

For over 20 years, Ryan has served as a leading advisor in the fields of Advanced Tax, Estate, Retirement and Investment Planning. Ryan is a Consumer Protection Specialist and Author of the consumer protection handbook, “Truth is Power.”  Ryan enjoys outdoor recreation, travel, and spending time with his family.

 

LaDawn Coburn
Client Relations Director

801-627-2200

Prior to joining Strategic Planning Group, LaDawn served for nine years at Weber State University in the President’s office and as Administrative Coordinator for the College of Health Professions. LaDawn received her business degree from Utah State University. LaDawn loves supporting her children in sports and other activities. She also enjoys reading, traveling and volunteer work.

Rod Hamilton
Account Analysis Manager &
Financial Consultant

801-627-2200

Before joining Strategic Planning Group, Rod served for 30 years as a financial manager in the U.S. Air Force and 11 years as a bank manager. Rod enjoys spending time with his children and grandchildren, gardening, cooking and camping.

Valerie Lythgoe
Insurance Services Coordinator

801-627-2200

For more than 20 years, Valerie has served as a key member of the Strategic Planning Group team of professionals, making significant contributions in numerous roles and responsibilities. Her wisdom, experience and leadership are highly valued. Valerie loves spending time with her family, reading good books, traveling—especially to see and do new things.

Tonya Martin
Receptionist/Client Relations

801-627-2200

Prior to joining the SPG team, Tonya served as a Flight Attendant for Southwest Airlines. In addition to her “time in the air” she enjoyed more than 20 years as a leading travel agent. Tonya enjoys gardening, home decorating, scrap-booking and exercise.
 

Michelle Moore
Account Operations Manager

801-627-2200

Before joining SPG, Michelle enjoyed seven years as a credit-services specialist for several major financial institutions. Michelle is a graduate of Weber State University. Michelle’s hobbies include scrap-booking, tole painting, cross stitching, and outdoor recreation.

Special Consultants & Advisory Board

Kristin Kippin
President,
Strategic Tax Planning, LLC

801-389-5803

As an Enrolled Agent (EA) and tax professional, Kristin is licensed to represent individual and business tax clients, and practice before the Internal Revenue Service. With a wealth of knowledge and experience, Kristin helps her clients do forward tax planning, implement advanced tax strategies, and coordinate their investment, retirement and estate planning with their overall tax situation.
 

Mark Kastleman
Author, Speaker, Educator

For over 20 years, Mark B. Kastleman has conducted specialized education and training programs for organizations across the U.S. including Fortune 500 companies, U.S. Marines returning from Iraq, physicians, psychologists, religious leaders, couples and parents. The author of five books, Mark oversees the ongoing research, development and delivery of training and educational programs in a variety of fields including improving human performance, reducing and preventing stress, recovering from trauma and addiction and healing relationships.

In the financial field, Mark has served as co-founder and president of various financial advisory firms, assisting affluent families in the achievement of their goals and objectives. He has conducted continuing education training for attorneys, CPAs and financial planners nationwide.  As advisors to charitable organizations, Mark and his colleagues have helped raise over $500 million for worthy causes.