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.

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.

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.

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.

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.

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.

Nancy Boone brings a wealth of experience to her role as a Client Services Representative at Strategic Planning Group, having spent 26 years at Fidelity Investments. She holds a BSA in Accounting from the University of Utah, which complements her deep knowledge of financial markets. Combined with her exceptional customer service and problem-solving skills, Nancy is a key asset to our team. She is a team player who excels at building strong relationships and approaches every challenge with a proactive and positive attitude.

Outside of her professional life, Nancy has a unique talent for sewing and knitting her own clothes, a hobby she thoroughly enjoys. She also loves spending time outdoors, particularly hiking. Nancy lives in Salt Lake City with her family and their three cats, Raven, Ashima, and Apollo.

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.

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).