Our team of Medicaid, Medicare, and V.A. experts
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
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
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
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.
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 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 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.
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 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.
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
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 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.
Jasmine joined Utah Senior Planning as a case worker after having previously worked as a CNA in a long-term Memory Care unit for two years. She assists our clients with document assessment, review, and works hand-in-hand with both our advisors and case managers to assure our clients’ needs are met. Jasmine is fluent in Spanish, loves the outdoors, animals, and spending time with her family. She is currently studying Social Work at Weber State University.
Brooke is a Medicaid advisor and assists clients in navigating the complex web of public benefit programs. Having worked in the skilled nursing industry for the past six years, Brooke’s experience with those in the aging community is a great resource for our company and our clients. Brooke hails from Lodi, Ohio and graduated from Ohio University with a degree in Communications. In her spare time, Brooke loves the outdoors, sports, cooking, spending time with her family, including her golden retriever, Winston.
Jeff has been a practicing Medicaid planner since 2011 and an independent health and life insurance broker since 2012. He counsels with seniors and their families on the intricacies of long-term care Medicaid and the financial tools available to protect assets. Jeff is passionate about helping seniors find the best Medicare insurance to meet their individual needs. Jeff holds a degree from BYU-Idaho. He and his wife Natasha are ardent animal lovers and are enthusiastic about world travel. They enjoy the company of their pet parrot and two poodles.
Hailing from island of Maui, Malia speaks to clients and provides a liaison between our office and those customers and facilities we serve. Malia is often the first contact with our company, and her kindness and bright demeanor are a vital component to the success of Utah Senior Planning. Malia is a social worker at heart, having worked with at-risk youth, new mothers, and homeless families. Away from her desk, Malia enjoys traveling, spending time with her family, and eating yummy food.