Your Senior Planning Team

senior planning advisor Utah Medicaid and long term care specialist

William Sandberg

CEP, President and Founder

financial advisor specializing in long term care planning and asset protection

Landon Sandberg

JD, Executive Vice President

financial consultant helping seniors plan for long term care expenses

Casey Stettler

JD, Attorney at Law

senior planning consultant Utah helping with estate and Medicaid planning

Riley Rogers

Case Manager

Medicaid planning specialist helping seniors qualify for benefits in Utah

Malia Hosino

Intake Specialist

retirement planning advisor helping seniors prepare for future care costs

Justin Embry

Medicaid Planner

senior planning advisor Utah helping with Medicaid and long term care planning

Meagan Wilde

Case Manager

senior planning specialist providing retirement and care guidance

Brooke Lewis

Medicaid Advisor