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.

As a Wealth Management Advisor, Tom understands that his advice has a real effect on people’s lives. He urges that retirement and estate planning is less about the retirement or the estate itself, and more about his client’s lifestyle, success, and ultimate fulfillment. This powerful philosophy is what drives Tom to bring his many talents to bear on the objective getting his clients to a happy, meaningful, comfortable retirement.

Tom has been integral in the formation and implementation of crucial new technology and analysis strategies; as well as bringing his attention to detail, proclivity for thorough research, and exceptional client relation skills with him. Tom lives in Salt Lake City with his wife and is planning to have his first child in the near future.

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 reading, camping, hiking, and simply just being in the mountains.

After graduating from Weber State, Alex proved to have an aptitude for financial and analytical work. He is a key part of the team and strives to excel in all his many responsibilities. Alex’s experience in banking has prepared him for success in his career at Strategic Planning Group.


His work ethic is well balanced by an appreciation of time spent with others and his enthusiasm for travel and fitness. He participates in endurance races and obstacle courses. Alex is always up for an adventure with friends and family.

Kelsey has over a decade of experience in the financial industry. From being a key employee at various banks, to working at Strategic Planning Group, she is a rock to those around her. Her genuine care and service for our clients are key parts of her character.


She is a devoted mother and wife and truly lives to serve those around her. Her favorite past time is traveling and exploring new places. With an easy-going personality, she’s up for anything as long she’s with the people she cares about.

Kelsie is a dedicated and hardworking member of our client support team. Her level of focus and attention to detail are truly impressive. She thrives in an environment where she can get to know and appreciate the clients she serves.


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.

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.

From an early age, Fran knew that service to others was going to be a big part of her life. Before coming on board at Strategic Planning Group, she worked as a CNA and Medication Technician in a memory care unit. Her experience taught her the power of teamwork and informs her ambition for excellence, integrity, and dedication to our clients. She is pursuing a degree in business administration and attends class after work to build her skills in client service.

When not at work, Fran can be found helping out at her husband’s local auto shop, or dual-sport motorcycle riding on the trails and back roads of Utah, Idaho, and Wyoming.

Becca is an energetic professional with impressive academic accomplishments. She obtained a bachelor’s degree with a dual-major in History and European Studies from Brigham Young University and membership in the National Society of Collegiate Scholars, Phi Alpha Theta History Honors Society, and National Honor Society of Mathematics, Science, and Arts. Becca is fluent in French and has continuously sought out other credentials and certifications throughout the years. From the financial world to museums, she has a strong professional background.

As a Florida girl, she enjoys the sun and is “solar-powered.” Now in Utah, Becca enjoys mountain biking and hiking with her husband. She is a passionate learner and teacher, and loves to dance, swim, and play tennis. She is beloved by her family, friends, colleagues, and all who meet her.

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.