Michael Paulus

My practice focuses on working with physicians, dentists, and their families to help them overcome the financial challenges that are unique to their chosen careers. I take a holistic approach and focus on each client’s unique set of goals and values.  I hold educational meetings with those in training free …

John D. Shreck

Certified Public Accountant Owner/President JDS Financial Management PC 2800 E Oquirrh Dr | Salt Lake City, UT 84108 801-703-0693 | john@jdsfin.com | www.jdsfin.com I have over 10 years of experience working with a variety individuals and businesses as an accountant, consultant, and tax specialist – many of whom are physicians. …

UMA Financial Services

UMA Financial Services 310 E. 4500 S. #550 SLC, UT 84107 Phone: 801.747.0800 Fax: 801.747.3520 Email: umafs@umafs.org Web: www.umafs.org Advisory Team Jeff Zesiger, MS, CFP® – President and Financial Advisor Patrick Brady, CRPS®, AIF® – Vice President and Financial Advisor Ryan Bladen, MBA, CFP® – Vice President and Financial Advisor …