Michael Paulus

My brother John and I take a team approach in working with our clients.  Our practice focuses on working with physicians, dentists, and their families to help them overcome the financial challenges that are unique to their chosen careers. We take a holistic approach and focuses on each client’s unique …

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 …