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.

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.

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.

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.

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.