Our team of Medicaid, Medicare, and V.A. experts

William Sandberg, CEP

William Sandberg, CEP

President and Founder

Will founded Utah Senior Planning with the vision of making it easier for seniors and veterans to access public benefits. Since 2007, he has been a pioneer in Medicaid planning in the state of Utah. Thanks to his leadership, Utah Senior Planning was the first in the State of Utah to utilize DRA-compliant annuities as a Medicaid planning tool. Will strives to keep Utah Senior Planning at the forefront of innovation and has compiled his group of employees to be able to assist any and every client, no matter what their situation may be.

Will is a certified estate planner, an avid BYU fan, and a father of four.

Landon Sandberg, JD

Landon Sandberg, JD

Executive Vice President

Working alongside his brother Will, Landon has helped to establish Utah Senior Planning as an innovative leader in long-term care planning. He has been instrumental in the company’s growth and has a reputation throughout the State of Utah for being an expert on issues relating to Medicaid.

Landon earned his Juris Doctorate from Drake University in Des Moines, Iowa. He specializes in Medicaid planning, both pre-planning and crisis. Landon is the founding law partner at Sandberg, Stettler, & Bloxham, a V.A. Accredited Attorney, and lectures on Medicaid and VA issues throughout the State of Utah.

 

Casey Stettler, JD

Casey Stettler, JD

Attorney at Law

Casey has been a member of Utah Senior Planning since 2014 and serves as both legal counsel as well as human resource office. He spends much of his practice helping veterans and their families navigate the complexities of state and federal programs. Mr. Stettler is a V.A. Accredited and brings vital experience to an underrepresented number of former servicemembers and their spouses.

Mr. Stettler is a graduate of Drake University School of Law and is licensed to practice law in Utah and Iowa. In addition to his work at USP, Casey is a law partner at Sandberg, Stettler, & Bloxham and frequently lectures on V.A. non-service connected pension benefits and Medicaid rules and eligibility.

Zach Bloxham, JD

Zach Bloxham, JD

Attorney at Law

Zach heads our appellate and litigation division, arguing on behalf of client interests. He counsels on areas of administrative law and policy — with an emphasis in Medicaid policy and Veteran benefits. Zach has litigated and won a number of cases against the State of Utah. Mr. Bloxham is a V.A. Accredited Attorney and often lectures on issues of Medicaid eligibility, VA benefits, and Medicaid Estate Recovery.

Zach received his Juris Doctorate from Gonzaga University School of Law and is a law partner at Sandberg, Stettler, & Bloxham. He enjoys time with his wife, two kids, college football, Liverpool FC, film, and politics.

 

Anthony Tran

Anthony Tran

Financial Office / Advisor

Anthony has been a trusted member of the Utah Senior Planning Team since 2013. As a veteran of the Iraq War, Anthony is passionate about continuing to serve his community. Anthony’s passion for providing outstanding service stems from his previous career as an Explosive Ordinance Disposal expert in the U.S. Air Force, where he worked with fellow USP employee Justin Bavery. Anthony loves approaching critical decisions analytically and working in partnership with clients to achieve their goals.

Anthony was born in Los Angeles, California, a child of refugees. Mr. Tran was part of the first generation of college graduates in his family, earning dual degrees in English and Philosophy from Weber State University and graduating Magna Cum Laude.

Riley Rogers

Riley Rogers

Case Manager

Riley began working at Utah Senior Planning in 2013 as a receptionist and moved to Case Management within a year. She enjoys helping seniors achieve their goal of obtaining state benefits and is well-versed in the rules and requirements of Long-term Medicaid.

A lifelong resident of Utah, Riley lives in Layton with her husband and twin girls. She is avid reader and movie buff.

Janet Koyle

Janet Koyle

Office Manager

Janet keeps our office running smoothly, providing secretarial and customer service work. She is an integral part of the Utah Senior Planning team and assures that all of our employees have the necessities to assist our customers with anything they might ask. Janet is an Utah native and enjoys spending time with her husband, children, and grandchildren.

Valarie Cizewski

Valarie Cizewski

Account Manager

Hailing from Ohio, Ms. Armbruster speaks to clients and provides a liaison between our office and those customers and facilities we serve. Valarie is a vital component of Utah Senior Planning’s success. Mrs. Cizewski is a member of the United States Air Force.

Cody Bohin

Cody Bohin

Operations Manager

Cody has been an integral member of the Utah Senior Planning staff since 2016. He ensures that day-to-day issues are resolved quickly and professionally. Cody’s optimism and openness help him ensure he delivers the highest level of service to both his clients and his fellow USP employees. Cody is dedicated to providing the highest level of service and developing innovative solutions to client needs.

Cody is a native Utahan and graduated Cum Laude from Weber State University, where he also played collegiate hockey. Mr. Bohin is currently the head coach of the Utah Golden Eagles 15-16 year-old youth hockey squad.

Ben Frye

Ben Frye

Facility Manager

Benjamin graduated from Weber State University with a Bachelor of Integrated studies emphasizing in English, Communications, and Legal Studies. Before beginning his career with Utah Senior Planning as an Account Manager, Benjamin served as an intern in the Attorney General’s Office during the 2017 Legislative Session.

His favorite pastime is doing anything that allows him to spend time with his wife, Katie and their three children, Cohen, Asa, and Maisie. His enthusiasm and passion for his job has made Benjamin a great addition to the team.

Kelly White, JD, MBA

Kelly White, JD, MBA

Attorney at Law

Kelly joined the Utah Senior Planning team in 2017 to assist clients with legal issues specifically designed to his skillset. He graduated with his Masters in Business Administration from Utah State University and subsequently attended Creighton University School of Law, where he was a member of the school’s law review.

Meagan Wilde

Meagan Wilde

Case Manager

Meagan began her work with Utah Senior Planning as a Case Manager in April of 2016. She is experienced in reviewing financial records and is proficient in Long-Term Medicaid rules and requirements.

A Utah native, Meagan graduated with a Bachelor of Arts in English from Weber State University in 2015. She enjoys reading, writing, movie-going, and spending time with friends and family.

Justin Bavery

Justin Bavery

Medicare Insurance

Justin assists clients in navigating the complex and cumbersome rules and guidelines of Medicare Insurance. Mr. Bavery has a wealth of knowledge on how to ensure that you are covered when you need it most.

Justin joined USP in 2016 after an extensive career in the United States Air Force. He is one of three veterans currently on staff at Utah Senior Planning. Mr. Bavery is a veteran of the Iraq War, where he served as a Explosive Ordinance Disposal expert.