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 10 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.
LaDawn has been part of Strategic Planning Group for 10 years and enjoys working with clients and developing close relationships with them. She is a valued and experienced member of the firm.
She received her Bachelor’s Degree in Business from Utah State University and previously worked at Weber State University in the President’s Office and as Administrative Coordinator for the College of Health Professions.
LaDawn spends her leisure time traveling, volunteering for various organizations, and enjoying family activities with her husband and three children.
We are happy to welcome Jackie O’Shea as the newest member of the Strategic Planning team. Jackie comes with across-the-board administrative experience and a strong customer service emphasis. 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.
As the newest addition to Strategic Planning Group, 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 happy as long as she’s surrounded by her friends and family.
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.
Kristin is not associated with Cambridge.