For 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 fourteen years of professional financial experience, John is passionate about his clients. His education and investment expertise are invaluable to Strategic Planning Group. From investments to complicated retirement strategies, he works to educate and advise his clients on making smart financial decisions. Portfolio construction and allocation are some of John’s key strengths. His unique ability to analyze and implement investment strategies sets him apart from others. John mentors his clients in planning their retirement and managing their overall wealth. He has a genuine interest in his clients’ well-being and feels successful when they are successful. John lives in Kaysville with his wife, Kelsey, and son Max.
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. She is very creative and enjoys crafting, knitting 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.
Heather has a background in marketing, healthcare, and management. Her unique skill set makes her highly capable to support our many clients. With an enthusiasm for teamwork and strong work ethic, she is an invaluable asset to Strategic Planning Group. Her personality and positive attitude add great value to our team. Heather’s life centers around her family. There’s nothing she would rather do more than spend time with her husband and three kids. She enjoys camping, wild life watching, and all kinds of outdoor activities.
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.
Having a strong professional background in personnel and project management, Adrienne is a valuable centerpiece of our team. She has come to know and care for our clients. Her client first mentality aligns perfectly with the values of Strategic Planning Group. Adrienne has a well-deserved reputation for being reliable, professional, and friendly. Adrienne loves spending time with her husband and kids. She also enjoys her two dogs, Thor and Odin. She also enjoys being in nature. As long as she is with her family and dogs, she enjoys camping, fishing, and hiking. Adrienne also enjoys festivals, traveling, and concerts, especially country music.