Leon Sorenson
President

Patrick Brady, CRPS®
Senior Vice President, Financial Consultant

Patrick received his B.S. from the University of Utah in Economics, Cum Laude. He has worked as a financial consultant since 1997 and was asked to join the UMAFS team in August of 2000 based upon his knowledge and experience in working with high net-worth clients. He is a member of the Financial Planning Association (FPA). Patrick currently holds FINRA Series 65 securitities as well as Life/Health Licenses.

Prior to joining UMA Financial Services, Patrick was an executive director with Enterprise Mentors International, an economic development organization focusing their work in developing countries throughout Central America, Asia and Africa. Patrick's strong economic and financial background strengthen the commitment of UMA Financial Services in providing objective, unbiased advice while helping physicians achieve their financial goals.

Patrick and his wife Heidi deeply enjoy being with their four young children. They take pleasure in traveling regularly as a family and love the mountains of Utah, Wyoming, and Canada. Patrick is very active in his local community particularly with the Boy Scouts of America and training adult leaders. 

Lezlee Bylund
Planning Assistant - Patrick Brady

Lezlee Bylund has been a part of the UMAFS team since June 2010. She graduated from Utah State University in 2006. She enjoys the outdoors, music, reading, and spending time with family and friends. 

Ryan Bladen, MBA, CFP®
Vice President, Financial Consultant

Ryan received his B.S. from the University of Utah in Business Administration in 2001. He later received a Master's of Business Administration (MBA) degree with an emphasis in Financial Planning from Westminster College. Ryan is a CERTIFIED FINANCIAL PLANNER™ Professional and holds FINRA Series 66 securities as well as Life/Health insurance licenses.

Ryan has been with UMAFS since 2008. He is proud to be affiliated with an organization where the primary focus is to assist Utah physicians and their families in meeting their life goals through the proper management of financial resources. He derives a great deal of satisfaction from the ability to develop and strengthen the long-lasting relationships required to accomplish this objective. Ryan believes his previous experience as a Financial Advisor and Director of Finance serve as an ideal foundation for his work as a Financial Consultant.

Ryan is a very active member of the Financial Planning Association. He has also served in the community as a member of the Park City Chamber of Commerce Marketing Advisory Committee as well as a judge for the Utah Future Business Leaders of America.

Ryan recently celebrated his 12th wedding anniversary with his wife Angela. They have two daughters, ages 6 and 4. When not in the office, Ryan likes to travel to new, exciting places with his family. He also enjoys all sports including basketball, golfing and snowboarding.

Maxine Mehl
Planning Assistant - Ryan Bladen

Maxine received her A.S from Salt Lake Community College, and her RP (Registered Paraplanner) from the College for Financial Planning. She also has passed the FINRA Series 7 exam. She started in Financial Service in 1999, with Morgan Stanley as an Account Transfer and Risk Management Analyst, then with Goldman Sachs & Co as a Restricted Stock Analyst.

Maxine enjoys working with clients, and believes that exceptional client service is the key to a successful business.

Maxine and her husband Brandon have three kids, and a small Plumbing and HVAC business. The family enjoys the outdoors and is at the lake most weekends. She also likes dancing, reading, football and shoes. 

Jeff Zesiger, AAMS®
Vice President, Financial Consultant

Jeff received his B.A. from Westminster College, Magna Cum Laude and his AAMS® (Accredited Asset Management Specialist) from the College for Financial Planning. He has also passed the CFP Certification Professional Education Program, FINRA Series 6, 7, 63 and 66 securities licenses as well as Utah Life/Health Insurance licenses. Jeff is a member of the Salt Lake Estate Planning Council, Financial Planning Association and is a Panelist on the Advisor Research Forum for Financial Planning Magazine.  
 
Jeff has been advising clients in the financial industry for nearly 17 years. Before joining UMAFS, he worked with Charles Schwab & Co, where he served as Vice President and Financial Consultant. Prior to Charles Schwab, he worked with Goldman Sachs & Co. and before that with Fidelity Investments. 

Jeff is passionate about helping people achieve their dreams through the proper management of their financial resources. He is proud to be part of UMAFS where he is able to use his experience and expertise in assisting Utah physicians and their families in achieving their life goals. 
 
Jeff resides in Centerville with Lindsay, his wife of 17 years and their four young children. He and his family enjoy spending time camping and traveling. Jeff enjoys all sports, coaching little league football, riding motorcycles, and is a fan of muscle cars from the 1960’s.

Tanya Jelosek
Planning Assistant - Jeff Zesiger

Tanya has been part of UMAFS since January, 2008. She is currently attending the College for Financial Planning for her Registered Paraplanner designation.

Tanya resides in South Jordan with her 4 year old daughter. She enjoys the outdoors and spending time with family and friends. 

Mandi Morgan
Scheduling Coordinator

Melissa Saez
Chief Compliance Officer

Melissa's primary responsibilities include Marketing and Client Relations. Melissa wants to ensure that Utah physicians understand what UMAFS brings to the financial planning arena. She also helps ensure that the high level of service our clients have come to expect from us is consistently delivered. 

Melissa graduated from Logan Business College and attended Utah State University. She has been part of our company since it began in 1993, taking a break for a year and a half to care for her growing family. Her strong work ethic and passion for helping those around her have made her a vital part of our team.

Melissa has a talent for and training in music and has sung and acted in musical theater.  She recently enjoyed performing with a small dance group. When she’s not working, she’s attending a sporting event where either her husband, Robert, or one of her three children (all boys) is participating. She particularly loves being a Baseball Mom.

Wendy Lewis
401k Specialist

More information coming soon!

Chalon Miles
Senior Portfolio Administrator

Chalon received her B.S.from the University of Utah in accounting. As our Senior Portfolio Administrator, her 17 years of investment experience continues to serve our company well. She is particularly responsible for helping our clients with their charitable donations, required minimum distributions and overall account management.

Chalon and Duncan live in South Jordan with their three sons. She is a basketball, soccer, and football mom. She enjoys reading and camping with her family. 

Terry Stapley
Office Manager

More information coming soon! 

Mathew Turnbow
Network Administrator / Insurance Specialist

Mathew received his Bachelors degree in Business Marketing from the University of Phoenix, Cum Laude. Prior to joining UMAFS in 2005, Mathew worked for Morgan Stanley handling asset acquisitions and retention. He has a keen eye for detail and an ability to utilize technology in our insurance processes. He handles all of the underwriting for the insurance policies we offer.

Mathew resides in Summit County and enjoys golfing, fishing, sking, and other outdoor activites.