President, Financial Advisor

Jeff has been advising clients in the financial industry for nearly 25 years and is passionate about helping physicians...

Vice President, Financial Advisor

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

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...

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. She is an Investment Adviser Certified Compliance Professional (IACCP)...

Planning Assistant to Mr. Bladen

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

Insurance Specialist and Network Administrator

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

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...

Scheduling Coordinator

Sherry graduated from Brigham Young University with a BA in Communications and joined the UMAFS team in January of 2020...

Planning Assistant

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