Jeff received a Master of Science in Personal Financial Planning through the College for Financial Planning and a Bachelor of Arts from Westminster College.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds an MPAS (Master Planner Advanced Studies) designation, an AAMS® (Accredited Asset Management Specialist) designation, FINRA Series 66 security license (6,7, & 63 inactive) and Utah Life/Health Insurance licenses.
Jeff serves as the Chief Executive Officer and Chief Compliance Officer for UMAFS. He is a member of the Salt Lake Estate Planning Council and Financial Planning Association. Jeff also serves as a Panelist on the Advisor Research Forum for Financial Planning Magazine and as a member of the WealthManagment.com RIA Panel.
Jeff has been advising clients in the financial industry for over 20 years and is passionate about helping physicians and their families achieve their dreams through proper management of their financial resources.
Before joining UMAFS, he worked with Charles Schwab & Co., Goldman Sachs & Co., and Fidelity Investments.
During his free time, Jeff enjoys being outdoors, riding motorcycles, restoring muscle cars and traveling with his wife and four children. He also has a deep passion for studying the areas of Financial Planning, Behavioral Finance and Investment Markets.
Ryan received his bachelor’s degree in Business Administration from the University of Utah and his M.B.A. with an emphasis in Financial Planning from Westminster College. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 65 securities as well as Life/Health insurance licenses. Prior to joining UMAFS in 2008, Ryan worked as a Financial Advisor and Director of Finance. He believes this experience provided the ideal foundation for his ability to help Utah physicians and their families achieve their life goals through the proper management of financial resources. He takes great pride in his ability to develop and strengthen the long-lasting relationships required to accomplish this objective.
An active member of the Financial Planning Association, Ryan has also served as a member of the Park City Chamber of Commerce Marketing Advisory Committee and as a judge for the Utah Future Business Leaders of America. Ryan and his wife, Angela have three daughters. When not in the office, he likes to travel to new, exciting places with his family. He also enjoys all sports including basketball, golfing and snowboarding.
Patrick graduated Cum Laude from the University of Utah with a bachelors’ degree in Economics and has worked as a financial consultant since 1997. He joined the UMAFS team in 2000, bringing his valuable experience with high net-worth clients. He is a member of the Financial Planning Association (FPA) and holds FINRA Series 65 securities as well as Life/Health Licenses. Most recently, Patrick earned the Accredited Investment Fiduciary (AIF) professional designation from Fiduciary 360, Thunderbird School of Global Management in Phoenix, AZ. Prior to UMAFS, 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. His strong economic and financial background strengthens his commitment to providing objective, unbiased advice to help physicians achieve their financial goals.
Patrick and his family love to travel, and enjoy the mountains of Utah, Wyoming and Canada. He is active in his local community, particularly with the Boy Scouts of America and training adult leaders.
Eric earned his bachelor's degree in Business Management with an emphasis in corporate finance from Brigham Young University. He received a Master of Business Administration degree from the Jon M. Huntsman School of Business at Utah State University. Eric is a CERTIFIED FINANCIAL PLANNER™ professional; he is an active participant of the Utah chapter of the Financial Planning Association and has previously served on the chapter's board of directors. Eric is a member of the Salt Lake Estate Planning Council; in addition he participates in the Utah Valley Estate Planning Council, the Utah Association of CPAs and the BYU Management Society of Salt Lake.
Eric has worked with national and international financial institutions in investment advisory, brokerage, and retirement planning capacities. Eric utilizes his previous experience and knowledge to offer comprehensive financial planning and investment management solutions. While away from the office, Eric enjoys spending time with his wife and their three children.
Chad graduated from Utah State University with a dual degree in Finance and Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 65 securities as well as Life/Health insurance licenses. He joined UMAFS in 2012 and now meets with clients while continuing to assist Patrick Brady and Eric Halvorsen. He is responsible for setting up and managing accounts, and processing transactions.
When not working, Chad enjoys fly-fishing, skiing, biking and reading. He and his wife have two boys that they can't get enough of.
Melissa graduated from Logan Business College and attended Utah State University, where she completed her studies. She is an Investment Adviser Certified Compliance Professional (IACCP) and currently holds a series 65.
Melissa joined UMAFS when it began in 1993. Her strong work ethic and passion for helping those around her have made her a vital part of our team. She has a love for singing, dancing, and playing the piano, and has acted in musical theater. She particularly loves being a Baseball Mom and enjoys spending her time watching her three boys participate in sporting events.
Mathew received a bachelor's degree from the University of Phoenix where he graduated with Honors. He is a Licensed Life and Health Insurance Professional and serves as our in-house expert on all insurance-related issues. Mathew is also our Network Administrator, and is responsible for maintaining the company’s software and hardware.
Mathew enjoys spending time outdoors especially when engaged in golfing, fishing or skiing.
Maxine received her A.S from Salt Lake Community College, and her RP® (Registered ParaplannnerSM) from the College for Financial Planning. She also has passed the FINRA Series 7 exam. She has been with UMAFS since April 2010. Before that, she worked 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.
Tanya has been a member of the UMAFS team since January of 2008. She has been involved in various projects in the 401(k) department and is currently supporting Jeff Zesiger as his planning assistant. She attended the Salt Lake Community College and prior to joining UMAFS, she worked for an independent financial advisor. When not working, Tanya stays busy with her 7-year old daughter. She enjoys the outdoors and spending time with family and friends.
Terry has been part of the UMAFS team since November 1998 and currently serves as our Office Manager. In addition to keeping the office running smoothly, Terry works with our accounts payables and accounts receives, and handles the processing and tracking of checks for deposit.