Free Consultation: 801-336-1659

en English

Mark Haslam

CMP

Mark is a graduate from Utah State University where he received a bachelor’s degree in Spanish and Business Financing as well as an MBA. He is one of very few Certified Medicaid Planners CMP™ in the state of Utah. He devotes all his time and efforts to understanding the intricacies of Medicaid so that he can help individuals and families make plans to achieve eligibility for Medicaid. He enjoys spending his spare time with with his wife and two sons.

Rob Winward

CMP

Rob is a graduate from Washington State University where he received a bachelor’s degree in Business Administration. He received his MBA from University of Phoenix. He is one of very few Certified Medicaid Planners (CMP™) in the state of Utah. He is the only CMP that not only holds insurance licenses, but also is mortgage licensed, real estate licenses, and holds several security licenses. This allows him real life experience to understand each individual and families unique assets and financial holdings. He enjoys working with individuals and families to assist them with understanding the intricacies of Medicaid so that he can help them make plans to achieve eligibility for Medicaid while protecting assets form being exhausted solely on Long Term Care Costs. He enjoys spending his spare time with his wife Shelli and daughter Bryttani.

Director of Education

Director of Education

Curt Peterson

Verification Processor/Medicare Specialist

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Shelli Winward

Verification Processor

Shelli is a graduate of the University of Utah where she met her husband Rob Winward. Since his decision to enter the field of Medicaid processing and planning, she has supported him in every way possible. She is currently a Verification Processor in Medicaid Planning Services where she works alongside clients in obtaining and processing verification forms for their Medicaid application. She enjoys spending her spare time with her husband Rob and her daughter Bryttani.

Intake Specialist

Intake Specialist

Andy Garcia

Operations Manager/IT Consultant

Andy grew up near the San Antonio, Texas area where he moved to Utah to complete a B.S. in Information Systems and minor in Business in Brigham Young University. Andy serves as the Operations Manager / IT Consultant within Medicaid Planning Services where he serves a variety of roles such as: Identifying/improving areas of inefficiency, Overseeing recruitment into the company, and Filling resource gaps. On his spare time, he enjoys volunteering in BYUSA, rock climbing, and running.

Anonymous

Temp

To be updated soon.