Our Team

Edward Rieger, LUTCF

Partner

Ed Rieger co-manages Business Planning Group with the current partners. With over 30 years of experience in business ownership and sales management, Mr. Riegers’ expertise includes the implementation of executive benefits and qualified plan administration. As an industry consultant in these areas, Ed works with corporations and family companies to educate ownership and management in the objectives, benefits, structure and results of their employee benefit programs.

Mr. Rieger is a licensed representative and holds the LUTCF designation from the American College. The LUTCF designation assures that Ed, as a financial planning expert, had essential product knowledge with the skills to advise businesses and individuals effectively. Ed has extensive experience in the creation and administration of qualified and non-qualified plans for clients and client organizations. Additionally, Ed is nationally accredited by the National Association of State Boards of Accountancy to provide CPA training (and CPE credits) on the retirement and tax advantages of IRC compliant financial planning tools.

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 is a Partner of Business Planning Group and also holds the LUTCF designation from the American College. The LUTCF designation assures that Sean, as a financial planning expert, had essential product knowledge with the skills to advise businesses and individuals effectively. With almost 15 years of experience working closely with many certified public accountants, attorneys, and business owners consulting in the areas of qualified retirement plans, non-qualified fringe benefits, business planning, estate planning, and legacy planning. Additionally, Sean is nationally accredited by the National Association of State Boards of Accountancy to provide CPA training (and CPE credits) on the retirement and tax advantages of IRC compliant financial planning tools.

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.

Bill Shadrach

Partner and Chief Marketing Officer

Bill Shadrach is a marketing executive who resides in Salt Lake City, Utah. In a twenty-five year marketing career, Bill has worked on and managed key brand assignments for major US based consumer packaged goods companies including Coca-Cola USA, Sunshine Biscuits (Kellogg’s), Ralston-Purina (ConAgra), Borden, Lennox International, Lofthouse Foods (ConAgra), and Children’s Miracle Network. Prior to joining Business Planning Group, Bill was Chief Marketing Officer for Insurance Point, a key business partner of MedAssets, the nations leading group purchasing organization serving hospitals and healthcare organizations. In his role at Business Planning Group, Bill manages company communications and branding as well as providing presentation and communications support for the team in the building of client relationships, carrier relations and product development.

When not working on the latest company initiatives, you can usually expect Bill to be enjoying the great outdoor lifestyle options available to those fortunate enough to live in the mountain West.

Phone: 801-446-2555

Seth Ford

Associate

Seth began his career in the financial services industry nearly ten years ago at Metlife Financial Services. Since then he has helped many families prepare for their financial future. Prior to that Seth served a two year mission for the LDS Church in the countries of France, Belgium, and Luxembourg and he earned a B.S. in Psychology from Weber State University. He is currently working on his ChfC and CFP designations from the American College of Financial Services. Seth has served as an officer in the United States Army Reserve for over 10 years. In his spare time, he enjoys spending time with his wife and four sons and supporting the Utah Jazz.

Phone:  801-446-2555

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.