Our Team

Name

William Sandberg

Designation

CEP, President and Founder

About

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.

Our experience helps us understand what people in your situation are going through. You may feel overwhelmed by the many moving parts of long-term care — especially how to finance long-term care needs. Let us show you how you or your loved one can afford long- term care.

OUR TEAM

William Sandberg

CEP, President and Founder

Landon Sandberg

JD, Executive Vice President

Casey Stettler

JD, Attorney at Law

Zach Bloxham

JD, Attorney at Law

Riley Rogers

Case Manager

Janet Koyle

Office Manager

Justin Embry

Director of Marketing

Cody Bohin

Operations Manager

Kelly White

JD, MBA, Attorney at Law

Megan Wilde

Case Manager

Jasmine Rodriquez

Case Worker

Brooke Mahoney

Medicaid Adviser

Jeff Ballif

Medicaid Planner

Malia Hosino

Intake Specialist

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Email: info@utahseniorplanning.com
Phone: 801-546-9556
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