Our Team

Edward Rieger, LUTCF

Partner

Ed Rieger co-manages Business Planning Group with his partners. With over 30 years of experience in business ownership and sales management, Mr. Rieger has extensive experience in the creation and administration of Executive Benefit Plans, Qualified Benefit Plans, Premium Financing Plans and Captive Insurance Company plans for clients and client organizations nationwide. As a General Agency for the insurance industry Ed and his team work with corporations to educate their ownership and management in the deductibility and tax mitigation opportunities within their employee benefit programs.

Ed manages over 2,500 agents nationally and assists them in creating and administrating tax-qualified structures for their clientele. As a partner in Business Planning Group, he supports the oversight of over 420 active plans with assets over $200 million and insurance in excess of $2 billion, making Business Planning Group one of the largest Third Party Administrators for a special tax-advantaged programs under IRS Code 79.

Mr. Rieger is a licensed representative and holds the LUTCF designation from the American College. The LUTCF designation combines essential product knowledge with the skills financial professionals must have to advise individuals and businesses effectively on their insurance and planning needs.

Phone:  801-446-2555
Fax:  801-446-1409

Member of Million Dollar Round Table with designation as a member of the elite “Top of the Table” group, National Association of Insurance and Financial Advisors and AICPA Certified to provide CPE Credits for CPAs.

Sean Henrie, LUTCF

Partner

Sean Henrie has been a co-owner of Business Planning Group since 2011. The company was originally
established in 1994. Sean has 20 years of experience working closely with many high net worth individuals, business owners, certified public accountants, and attorneys; specializing in Wealth Accumulation, Tax Mitigation & Asset Protection Planning. Complimenting the strategic planning of CPA’s & Attorney’s, this includes compensation & benefit planning, retirement planning, business succession, and estate & legacy planning. Sean has been designing, implementing, and managing Qualified Retirement Plans, Non-Qualified Fringe benefits, Executive Benefit Plans, and other specialized Risk Management tools for clients since 2001.

Sean also holds the LUTCF designation from the American College, the industry benchmark for insurance credentials. The LUTCF designation demonstrates that Sean has essential insurance product knowledge with the skills to advise businesses and individuals effectively. Additionally, Sean is nationally accredited by the
National Association of State Boards of Accountancy to provide CPA training (CPE credits) on the asset accumulation benefits and tax advantages of the IRC compliant financial tools described above.

Phone:  801-446-2555
Fax:  801-446-1409

Member of Million Dollar Round Table with designation as a member of the elite “Top of the Table” group, National Association of Insurance and Financial Advisors and AICPA Certified to provide CPE Credits for CPAs.

Kaitlyn Tracy

Administrator

Bio coming soon!

Phone:  801-446-2555
Fax:  801-446-1409

This Website is for informational purposes only and does not constitute a complete description of our services or product offerings. This website is in no way a solicitation or an offer to sell securities, investment advisory services, annuities, qualified plans, non-qualified plans or insurance except, where applicable, in states where we are licensed and registered. Information throughout this site, whether statements regarding products or services, taxes, the market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this website should be interpreted to state or imply that past results of any investment or policy are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEBSITE." "Understanding Wealth", "Executive Wealth Builder" and "Final Gift" are registered trademarks of Business Planning Group.