For over 25 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
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.
- Account Opperations
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.
- Customer Service
- Client Relations
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.
- Tax Consulting
An original co-founder of Strategic Planning Group, Mark left full-time involvement to pursue his work as an author, speaker and trainer in the fields of brain science, human performance and behavior-change. Mark continues to act as a special consultant to SPG in the area of Client Communications including—newsletters, the Ryan Report, the SPG website, Client Events and other important interactions.
Having been in the financial industry for nine years, John has always focused on consumer advocacy and protection. From basic savings to complicated investment strategies, he works to educate and advise clients towards making smart financial decisions. John knows that a good advisor-client relationship is based on trust and guidance.
Born and raised in Davis County, John is the seventh of eight kids and has always called Utah home. His interests include politics, economics, military history, and all things "red, white, and blue."
- Account Management
- Service Rep