Leon Sorenson
President

Patrick Brady
Vice President, Wealth Manager

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. 

Ryan Bladen
Wealth Manager

Ryan is proud to be affiliated with UMAFS 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 is very active in the community having served 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 9th wedding anniversary with his wife Angela.  He has two daughters, ages 3 and 1. When not in the office, Ryan enjoys traveling to new, exciting places with his family. He also likes golfing and snowboarding as often as possible.

Ryan received his B.S. from the University of Utah in Business Administration. He later received a Master's of Business Administration degree with an emphasis in Financial Planning from Westminster College. He is a member of the Financial Planning Association (FPA). Ryan currently holds FINRA Series 66 securitities as well as Life/Health licenses. 

Jeff Zesiger
Wealth Manager

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 currently holds FINRA Series 6, 7, 63 and 66 securities licenses as well as Life/Health licenses.  
 
Jeff has been advising clients in the financial industry for nearly 15 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 15 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.

Melissa Saez
Director of Business Development

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
Operations Manager

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. She and her husband Duncan own 3 small businesses in the Salt Lake Valley. 

Tanya Jelosek
Portfolio Administrator

More information coming soon! 

Terry Stapley
Office Manager

More information coming soon! 

JoAnn Wells
Administrative Assistant

Mathew Turnbow
Network Administrator / Insurance Specialist

Mathew received a Bachelor of Science in Business Marketing from the University of Phoenix, Cum Laude. He joined the UMAFS team in 2005. Mathew Currently holds Life and Health insurance licenses. He handles all of the underwriting for the insurance policies we offer.

Mathew enjoys golfing, sking, and other outdoor activites. He is actively pursuing the design of an efficient ecologically friendly alternative fuel source.