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...
Vice President, Financial Advisor
Eric has worked with national and international financial institutions in investment advisory, brokerage, and retirement...
Financial Advisor
Chad has worked at UMA Financial Services since 2012 helping physicians with their financial needs. He is passionate abo...
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...
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....