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About UMAFS

Our Advisory Team

Jeffrey D. Zesiger, MS, CFP®

Jeffrey D. Zesiger, MS, CFP®President

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. He has a deep passion for styding the areas of Financial Planning, Behavioral Finance and Investment Markets.

During his free time, Jeff enjoys being outdoors, riding motorcycles, restoring muscle cars and traveling with his wife and five children.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ 
  • Master Planner Advanced Studies SM
  • Accredited Asset Management Specialist SM
  • Utah Life/Health Insurance licenses

Education

  • Westminster College, B.A. Communications
  • College for Financial Planning, M.S. Personal Financial Planning

Affiliations

  • Salt Lake Estate Planning Council
  • Financial Planning Association Member
  • Advisor Research Forum – Financial Planning Magazine
  • Wealthemanagement.com – RIA panelist

Work History

  • Charles Schwab & Co.
  • Goldman Sachs & Co.
  • Fidelity Investments

Ryan M. Bladen, MBA, CFP®

Ryan M. Bladen, MBA, CFP®Vice President

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.

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.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Utah Life/Health Insurance licenses
  • Series 65

Education

  • University of Utah, B.S. Business Administration 
  • Westminster College, M.S. Business Administration, Emphasis in Financial Planning

Affiliation

  • Financial Planning Association Member
  • Park City Chamber of Commerce Marketing Advisory Committee – Past Member
  • Utah Future Business Leaders of America – Past Judge

Patrick J. Brady, CRPS®, AIF®

Patrick J. Brady, CRPS®, AIF®Vice President

Patrick has worked as a financial consultant since 1997. He joined the UMAFS team in 2000, bringing his valuable experience with high net-worth clients. 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.

Credentials

  • Chartered Retirement Plan Specialist®
  • Accredited Investment Fiduciary® 
  • Utah Life/Health Insurance licenses
  • Series 65

Education

  • University of Utah, B.S. Economics – Cum Laude

Affiliations

  • Financial Planning Association
  • Enterprise Mentors International – Past Executive Director

Eric Halvorsen, MBA, CFP®

Eric Halvorsen, MBA, CFP®Financial Advisor

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 four children.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ 

Education

  • Brigham Young University, B.S. Business Management (emphasis in Corporate Finance)
  • Utah State University, M.S. Business Administration

Wendy Lewis, CRPC®

Wendy Lewis, CRPC®Director of Qualified Plan Administration

 

Wendy received her Bachelor of Science degree from the University of Utah and joined UMAFS in 2004 as an Account Manager and 401k Specialist. She currently serves as Director of Qualified Plan Administration. Prior to UMAFS, she worked as a trader for Fidelity Investments for 18 years, where she held Series 7, 6 and 63 licenses. She now holds her 65 license.

Chad Kelley, CFP®

Chad Kelley, CFP®Financial Advisor

Chad joined UMAFS in 2012 as a planning assistant to Patrick Brady. He is now building his own practice as an Advisor and meets with clients to assist with their financial planning needs. 

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.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Utah Life/Health Insurance licenses

Education

  • Utah State University, B.S. Finance and Economics 

Melissa Saez, IACCP®

Melissa Saez, IACCP®Client Relations and Compliance Analyst

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 Turnbow

Mathew TurnbowInsurance Specialist and Network Administrator

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 Mehl

Maxine MehlRegistered Paraplanner to Mr. Bladen

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 Welty

Tanya WeltyPlanning 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) 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 Stapley

Terry StapleyOffice Manager

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.

Trent Searle, CFP

Trent Searle, CFPSenior Portfolio Manager

Trent has been teaching and helping others with their finances for more than thirty years. From 1998 until 2008 Trent worked with UMAFS and served in a variety of roles while helping to grow the practice. From 2008 to 2017 Trent worked for other well-established financial planning firms and as a financial wellness trainer and motivational speaker. In early 2017 Trent brought his expertise back to UMAFS as Senior Portfolio Manager working closely with lead advisors in researching and planning for clients.

Trent particularly enjoys the elements of financial planning and analysis that can help families more clearly understand and achieve their financial goals. This often includes investment analysis and retirement projections and recommendations.

Trent is an avid outdoorsman and enjoys skiing, hiking, and spending time with his wife and three children.

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Education

  • Brigham Young University, B.S. Financial Planning & Counseling