Portfolio Management & Investment Council

Investment Planning
Conference Room
Portfolio Management Planning

Welcome to our Portfolio Management and Investment Council - the strategic backbone of your financial success. Our expert team is dedicated to navigating the complex landscape of investments and crafting personalized strategies that align with your unique financial goals.

At the heart of our Portfolio Management and Investment Council is a commitment to understanding your aspirations, risk tolerance, and time horizon. we believe in a holistic approach to wealth management, tailoring our services to meet your individual needs. Our team combines market expertise, financial acumen, and cutting-edge research to construct well-diversified portfolios designed to weather market fluctuations and seize opportunities.

Ryan Craner, President, CEO, and Wealth Management Advisor at Strategic Planning Group in Bountiful, Utah

President/CEO

Ryan Craner

John Park, Wealth Management Advisor at Strategic Planning Group in Bountiful, Utah

Wealth Management Advisor

John Park

Tom Craner

Wealth Management Advisor

Tom Craner

Alex Craner, Wealth Management Advisor at Strategic Planning Group in Bountiful, Utah

Wealth Management Advisor

AlexCraner

Mat Park, Wealth Management Advisor at Strategic Planning Group in Bountiful, Utah

Wealth Management Advisor

Mat Park

Jeff Draper, Chief Compliance Officer and 401(k) Specialist at Strategic Planning Group in Bountiful, Utah

Chief Compliance Officer

Jeff Draper

Jim McFadden

Portfolio Consultant

Jim McFadden, CFA