For over 30 years Ryan has been a leading advisor in the fields of advanced tax, estate, retirement, and investment planning. He has always educated consumers to avoid mistakes and pitfalls with their financial decisions.
Ryan founded Strategic Planning Group to help consumers avoid piecemeal planning and simply buying products and instead create an all-inclusive written Strategic Plan™. A Strategic Plan™ is to your financial life what a blueprint is to building a home. This custom approach which began as a simple idea has grown Strategic Planning Group into a trusted and established firm.
Taking the “client advocate” and “consumer protection” approach, Ryan has always viewed every client as a long term and very important relationship.
With over 12 years of experience, John is passionate about his client’s financial success. His education and investment expertise have become invaluable to our firm. Whether it’s investments or complicated retirement strategies, he works to educate and advise his clients towards making smart financial decisions.
John knows that a good advisor-client relationship is based on trust and guidance. He has always focused on consumer education and protection.
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.
With client relations and customer service experience going back nearly a decade, Tom has a proven track record of genuine care for the people he deals with professionally. His adamancy of long term investment principles and proclivity for thorough research makes him an invaluable Financial Analyst for our firm.
Since Tom was 10 years old he has played, created, and produced music. He enjoys hiking, lake sports, rock climbing, and various other outdoor activities. Tom also loves writing and reading in his free time; otherwise, he can be found spending time with friends and family.
Jackie has strong across-the-board administrative experience and emphasizes client service. She has previous experience in inventory control, warehousing and logistics at Clearpoint Logistics, HUB Group, WOW Logistics and Utah Jazz. She is an honest and dedicated team member.
Jackie has a love of animals, particularly dogs and horses, and she has been a member of the Utah Horse Council for many years. She is very creative and enjoys crafting, quilting and baking, and especially loves Halloween and the fall season. Family and friends are very important to her. She is married and has two children.
Kelsey has an extensive background in banking and client services. Her unique skill set makes her highly capable to support and service our many clients. With an enthusiasm for teamwork and strong work ethic, she is indeed a valuable addition to the firm.
Amongst her many interests, Kelsey is passionate about music, friends, and family. Whether it’s hiking, biking, or watching a movie, she's happy as long as she’s surrounded by her friends and family.
Danielle has over 15 years of public relations and client communication experience. Her extensive background enables her to connect with clients and understand them individually. She is committed to the Strategic Planning Group ethics and client centric process. With a diverse skill set, she is able to excel in the many duties of her position.
Amongst her many creative pursuits, Danielle has a passion and talent for photography. She is also an outdoor enthusiast and has recently taken up competitive archery. When not in the office, she enjoys her family and friends and many other hobbies including gourmet cooking.
With a diverse background in law enforcement, administrative duties, contract, and account management, Jena has developed a unique skill set and professionalism. She is uniquely committed to the clients she serves. Her ability to learn quickly and strong work ethic make her a valuable member of the team.
Having been raised in Spokane Washington, Jena developed a love for the outdoors at a young age. When not in the office she can likely be found in Utah's backcountry as she strives to hike 400 miles each year. Jena also enjoys traveling with her husband and volunteering at the local animal shelter.