Our Team

William Sandberg

President/Investment Fiduciary

Will opened the doors to Flint Meadow Financial (FMF) in 2007 after watching one too many of his health insurance clients go to a rehabilitation center and end up staying as a long-term care patient.  Many of them had elected not to purchase long-term care insurance and ended up paying thousands of dollars each month for ongoing care. He realized that if they had just had help sooner with broader financial planning, their situations could possibly have been much different.

While his specialty is still helping families with loved ones going through long-term healthcare events, FMF has grown into a family firm with access to legal and tax advice. Whatever planning solutions are presented are not just the workings of one mind, but the collective input of tax, legal, insurance, investment, estate and retirement planning experience. As a result, clients can receive a comprehensive analysis for their unique situation. He’s learned over the years that true happiness is found in serving others, and for Will’s client family to live lives with less worry and struggle because of work he did is the ultimate reward. Will is an Investment Advisor Representative holding a Series 65 securities registration, a Certified Estate PlannerTM (CEP®), and is life and health insurance licensed. He holds a Bachelor of Science degree from Weber State University and is fluent in Portuguese.

Will and his wife, Emily, are proud parents of four children, and together they enjoy hiking, boating, skiing, and attending the kids' soccer, basketball, and gymnastic events. His personal hobby list expands to include piano, yoga, and Olympic weightlifting. In volunteer coaching his kids’ teams he’s realized that teaching sportsmanship and demonstrating good behavior to his players in the face of challenging circumstances is ultimately the biggest personal contribution he can make to his community right now. He is active in his church and strives to model and teach Christ-like values to his kids

Landon Sandberg, JD

Elder Law Attorney

Working alongside his brother Will, Landon has helped to establish Flint Meadow Financial as an innovative leader in long-term care planning. He has been instrumental in the company’s growth and has a reputation throughout the State of Utah for being an expert on issues relating to Medicaid.

Landon earned his Juris Doctorate from Drake University in Des Moines, Iowa. He specializes in Medicaid planning, both pre-planning and crisis. Landon is the founding law partner at Sandberg, Stettler, & Bloxham, a V.A. Accredited Attorney, and lectures on Medicaid and VA issues throughout the State of Utah.

Dave Sandberg

Tax Preparer

David Sandberg has 36 years of tax preparation experience.  He is a member of the National Association of Tax Professionals and has expertise in personal, trust, and business tax returns.  Dave has been an integral part of helping our clients for close to 8 years.  We are very lucky to have his services as part of our value added client services.   Dave says the best part of his job is when a client brings in a pile of receipts in a shoebox.  For fun Dave likes to take in educational conferences in beach destinations to keep up to speed on all the latest tax changes.  When he's not right in the middle of tax season or meeting with clients Dave likes to go on cruises with his wife and daughter.  They also enjoy taking long trips to the coast with their 5th wheel.  Dave and his wife are the proud grandparents to 3 children.  Dave has a closed tax practice but continues to do the returns of Flint Meadow Financial clients because he says, "We are his favorite Nephews."

Zach Bloxham, JD

Estate Planning Attorney

Zach heads our appellate and litigation division, arguing on behalf of client interests. He counsels on areas of administrative law and policy — with an emphasis in Medicaid policy and Veteran benefits. Zach has litigated and won a number of cases against the State of Utah. Mr. Bloxham is a V.A. Accredited Attorney and often lectures on issues of Medicaid eligibility, VA benefits, and Medicaid Estate Recovery.

Zach received his Juris Doctorate from Gonzaga University School of Law and is a law partner at Sandberg, Stettler, & Bloxham. He enjoys time with his wife, two kids, college football, Liverpool FC, film, and politics.

Casey Stettler

Operations / IT

Casey has been a member of Flint Meadow Financial since 2014 and serves as both legal counsel as well as human resource officer. He spends much of his practice helping veterans and their families navigate the complexities of state and federal programs. Mr. Stettler is a V.A. Accredited and brings vital experience to an underrepresented number of former servicemembers and their spouses.

Mr. Stettler is a graduate of Drake University School of Law and is licensed to practice law in Utah and Iowa. In addition to his work at USP, Casey is a law partner at Sandberg, Stettler, & Bloxham and frequently lectures on V.A. non-service connected pension benefits and Medicaid rules and eligibility.

Jeff Ballif

Insurance Consultant

Jeff has been a practicing Medicaid planner since 2011 and an independent health and life insurance broker since 2012. He counsels with seniors and their families on the intricacies of long-term care Medicaid and the financial tools available to protect assets. Jeff is passionate about helping seniors find the best Medicare insurance to meet their individual needs. Jeff holds a degree from BYU-Idaho. He and his wife Natasha are ardent animal lovers and are enthusiastic about world travel. They enjoy the company of their pet parrot and two poodles

Janet Koyle

Office Manager

Janet keeps our office running smoothly, providing secretarial and customer service work. She is an integral part of the Flint Meadow Financial team and assures that all of our employees have the necessities to assist our customers with anything they might ask. Janet is an Utah native and enjoys spending time with her husband, children, and grandchildren.

Malia Hosino

Client Relationship Manager

Hailing from island of Maui, Malia speaks to clients and provides a liaison between our office and those customers and facilities we serve. Malia is often the first contact with our company, and her kindness and bright demeanor are a vital component to the success of Flint Meadow Financial. Malia is a social worker at heart, having worked with at-risk youth, new mothers, and homeless families. Away from her desk, Malia enjoys traveling, spending time with her family, and eating yummy food.