John has been in the financial industry for 17 years, with a diverse background and wide range of expertise. From his early years in banking and investment firms, he has always had a client advocacy approach. His education and investment experience 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.

John is vested in his client's financial success and overall well-being. His greatest sense of accomplishment comes from serving his clients and watching them thrive. He lives in Kaysville with his wife Kelsey and their two sons: Max and Rush.

Jeff has an extensive background in compliance, retirement plans, investments, financial planning, and relationship management. Prior to joining Strategic Planning Group, Jeff worked with another local advisory firm  providing retirement and investment guidance to clients.  Jeff has also worked as a securities examiner for the Utah Division of Securities and has provided compliance consulting services to several advisory companies.

Jeff enjoys traveling, swimming, cooking, coding, and playing video games. Jeff is always on the lookout for the next adventure that he can enjoy with his wife, his three kids, and his dog.

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, baby girl, and two dogs.

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. Angeleah and her husband are excited to be welcoming a baby into their family this year. She also enjoys camping, boating, and playing lacrosse with her dog. Angeleah is very easy going and can handle anything thrown her way.

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.

Becky has a diverse background in education, office management, and administration. Before coming on board with us, she was most recently in facility management for the United States Embassy in Canada. Interacting with clients is one of Becky’s favorite parts of her work. Her problem-solving skills and tenacity are invaluable to our firm.

Throughout the year, Becky can be found hiking, biking, or skiing. Her passion for traveling compliments her love for the outdoors. These activities are even better with her two children and husband of 25 years. Becky is an amazing cook, as everyone who knows her will attest. She also loves to read, and enjoys a wide range of literature, from classics like Gone with The Wind to modern sci-fi books.

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.

Morgan is a go-getter with a passion for helping others. She spent the last 6 years working for 2 local credit unions and gained financial, lending, and management experience during her time there. Morgan is no stranger to hard work and thrives in environments where her skills can be put to good use, especially when it comes to the service of others.

Wyoming born and Utah raised, there is nothing Morgan loves more than spending time outside in the sunshine. Whether it’s camping, hiking, swimming, or sitting on her porch with a good book. If the suns out, so is she. She values spending time with her partner, friends, and family. Morgan can usually be found enjoying local Utah events or having game nights with friends.

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.