President, Financial Advisor

Jeff has been advising clients in the financial industry for over 20 years and is passionate about helping physicians an...

Vice President, Financial Advisor

Patrick has worked as a financial consultant since 1997. He joined the UMAFS team in 2000, bringing his valuable experie...

Vice President, Financial Advisor

Ryan is a Financial Advisor and Vice President with UMA Financial Services. Prior to joining UMAFS in 2008, Ryan worked...

Planning Assistant to Mr. Zesiger

Tanya has been a member of the UMAFS team since January of 2008. She has been involved in various projects in the 401(k)...

Planning Assistant to Mr. Brady

Melissa graduated from Logan Business College and attended Utah State University, where she completed her studies. She i...

Planning Assistant to Mr. Bladen

Maxine received her A.S from Salt Lake Community College and her FPQP™ (Financial Paraplanner Qualified Professional™) f...

Planning Assistant to Mr. Halvorsen

Cody is a Planning Assistant with UMA Financial Services. Prior to joining UMAFS in 2018, Cody worked in a variety of fi...

Scheduling Coordinator

Kenzie grew up in Park City, Utah, and graduated from the University of Utah. She worked in the nonprofit sector for 3 y...

Director of Qualified Plan Administration

Wendy joined UMAFS in 2004 as an Account Manager and 401k Specialist. She currently serves as Director of Qualified Plan...

Office Manager

Terry has been part of the UMAFS team since November 1998 and currently serves as our Office Manager.  In addition to ke...

Senior Portfolio Manager

Trent has been teaching and helping others with their finances for more than thirty years. From 1998 until 2008 Trent wo...

Insurance Specialist and Network Administrator

Mathew is an Insurance Specialist and Network Administrator with UMA Financial Services. He joined UMAFS in April 2005....

Board of Directors

Organized by physicians for physicians

UMAFS was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. It was created for physicians by physicians with board oversight providing complete accountability and fee transparency in all transactions.

The UMAFS was organized at the direction of the Utah Medical Association (UMA) House of Delegates and is directed by a physician-dominated Board of Directors.

UMAFS Board of Directors:

  • Paul N. Clayton, M.D.
  • William Hamilton, M.D., Vice Chair
  • Elizabeth F. Howell, M.D.
  • Nicole D. Jeffreys, M.D.
  • Michelle McOmber, MBA, CAE
  • Steven K. Miller, M.D., Chair
  • Matt Newton, MBA
  • Mark T. Woodruff, MBA, CFP®
  • Jeffrey D. Zesiger, MS, CFP®
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