Our Support Staff
Communications director
Heather Cunningham
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 reading, camping, hiking, and simply just being in the mountains.
Client Services Representative
Kelsie Dayton
Kelsie is a dedicated and hardworking member of our client support team. Her level of focus and attention to detail are truly impressive. She flourishes in an environment where she can get to know and appreciate the clients she serves. Kelsie's empathetic nature is a huge strength as she strives to take care of our client's needs.
At a young age, Kelsie moved to Hawaii and developed a love for the ocean and mountain terrain. She always looks for an excuse to surf, hike, camp, and enjoy nature. She’s now back home in Utah and continues to enjoy an active outdoor lifestyle. Family is important to Kelsie. She enjoys spending time with her husband, her two children, and her two dogs.
Operations Specialist
Angeleah Jensen
With several years of customer service experience and a background in banking, Angeleah has been a great addition to our team. Attention to detail and a good work ethic are integrated into her character. She is dedicated to delivering the best customer service possible and she genuinely cares about our valued clients. Angeleah is currently working on a Business Management degree.
Being with family and those she loves are very important to her. She also enjoys camping, boating, and playing lacrosse with her dog. Angeleah is very easy going and can handle anything thrown her way.
Client Services Representative
Maribel Ortiz
Maribel has always demonstrated impeccable efficiency and attention to detail. Several years of experience in loan processing made her a natural fit for Strategic Planning Group. Maribel’s finesse for working hard to produce successful results shines through in every interaction with clients. She enjoys helping everyone around her and she is a cohesive, valuable part of our team.
Growing up locally made Maribel fully appreciate the quality and adventures Utah has to offer. She enjoys boating, hiking, and travel as part of her adventurous lifestyle, and playing soccer and volleyball regularly appeals to her competitive nature. Spending time with family and friends is an important part of her life, and they motivate her intrinsic excellence.
Client Services Representative
Amy Deitsch
Amy is well-versed in building customer relationships. With a background in finance, event planning, and healthcare, Amy knows how to recognize the most important part, the people. She has gained a lot of her experience while working at Walt Disney World, Get Away Today, and Goldman Sachs. Her attention to detail and problem-solving skills are a huge asset to Strategic Planning Group.
Some of Amy’s hobbies include spending her free time boxing and exploring new cities with her husband. She also enjoys hiking, watching old movies, and going to the theatre.
Client Services Representative
Allie Craner
Allie comes to Strategic Planning Group with many experiences and skill sets that make her an invaluable team member. She has previous experience working for ARUP in the medical field, as well as at a law firm. Clear communication, critical thinking, and problem solving are only a few of the skills she holds. Allie exudes compassion and kindness to all that meet her.
Hobbies of Allie’s include watching movies and listening to music. She also enjoys spending time outdoors and camping. Allie has a sweet spot for animals, especially dogs. She has even spent some time working at the Humane Society.
Client Services Representative
Risa Baker
Risa worked in the financial services industry for 7.5 years, before, “retiring,” to raise her kids. She is thrilled to be back in the industry she loves. Risa is an enthusiastic team player. She has a genuine love of people and gives her best effort in everything she does. You’ll rarely see her without a smile on her face.
Risa has an abundance of creative energy. You can catch her on a local lifestyle television show, where she has shared tips, tricks, and creative ideas for the last 11 years. She does graphic design, and loves working in her yard. Her favorite thing to do is spend time with her husband, kids and dog. She loves National Parks and road trips.
Client Services Representative
Charlee Semadeni
With years of immersion in the title and escrow industry, Charlee's keen attention to detail allows her to spot even the tiniest errors or inconsistencies, ensuring flawless and high-standard project completion.
Fueled by a genuine passion for excellence, Charlee approaches every endeavor with a methodical mindset. She possesses an exceptional ability to analyze intricate information, break it down into manageable components, and meticulously assess each aspect. This systematic approach empowers her to identify potential issues, rectify discrepancies, and achieve optimal outcomes.
Apart from her professional pursuits, Charlee prioritizes spending time with her family. She relishes moments on the golf course with her husband and cherishes the creation of memories and traditions with her two young kids.
Client Services Representative
Nashaela Lyons
Nashaela has been a dedicated member of the finance industry for nearly 18 years and joined Strategic Planning Group in 2024. Her enthusiasm and commitment to excellence shine through in everything she does. Nashaela’s responsiveness to client needs and her meticulous attention to detail make her an invaluable part of our team.
With a Bachelor of Science in Sports Medicine from Weber State University, Nashaela brings a unique perspective to her role, blending strong analytical skills with a deep passion for helping others achieve their goals. She is deeply committed to ensuring the success of our clients.
Outside of work, Nashaela enjoys traveling and baking. She also finds great fulfillment in discovering new ways to help others.
Client Services Representative
Brittany Olsen
Brittany brings a wealth of experience to Strategic Planning Group, having worked as a Customer Relationship advocate at Fidelity Investments and as a legal assistant before that. Her background has equipped her with strong client relationship management skills, attention to detail, and a solid understanding of financial and legal processes. Brittany earned her degree in Family, Community, and Human Development, with a minor in Political Science and an emphasis in Financial Planning, from the University of Utah.
Brittany was born and raised in Canada, which is where she developed her love of nature. She is dedicated to personal growth and always looking to expand her abundant interests, some of which include reading, crafting, hiking, volunteering, mindfulness, esthetics, and music. Above all, Brittany values spending quality time with her three children.
Client Services Representative
Tyler Jensen
Tyler Jensen brings over six years of experience in client-facing roles, with a background in both residential and commercial product distribution. His career has focused on building strong relationships, solving problems, and supporting the success of individuals and businesses—making him a great fit for the Client Services team at Strategic Planning Group.
In previous roles, Tyler provided hands-on support to clients and partners across multiple states, offering guidance, training, and dependable follow-through. He’s known for his proactive communication, ability to troubleshoot challenges, and genuine commitment to client satisfaction. Whether working with independent dealers, coordinating with manufacturers, or supporting internal teams, Tyler has always prioritized the client experience.
When he's not at the office, Tyler enjoys spending time with his wife and three kids. He loves camping, dirt biking, and finding ways to improve his yard.
Portfolio Consultant
Jim McFadden, CFA
Jim has worked as an equity analyst and portfolio manager on Wall Street for more than 25 years; first as Institutional Investor-ranked utilities analyst with Bear Stearns and Goldman Sachs, and then as a long-short portfolio manager with hedge funds such as Amaranth Advisors and the Bass Brothers. In addition, he headed JP Morgan’s North American equity proprietary trading desk.
Jim holds an MBA in Finance from The Wharton School of the University of Pennsylvania (graduated with Distinction), as well an undergraduate civil engineering degree from the University of Notre Dame (Magna Cum Laude), and a MS degree in aeronautical engineering from the Air Force Institute of Technology. He is a Chartered Financial Analyst (CFA).