Jeffrey D. Zesiger MS, CFP® President, Wealth Advisor Jeff has been advising clients in the financial industry for nearly 30 years and is passionate about helping physicians...
Ryan M. Bladen MBA, CFP® E. Vice President, Wealth Advisor Ryan is a Financial Advisor and Executive Vice President with Physician Wealth Advisors. Prior to joining Physician...
Eric A. Halvorsen MBA, CFP®, CIMA® E. Vice President, Wealth Advisor Eric has worked with national and international financial institutions in investment advisory, brokerage, and retirement...
Patrick J. Brady CFP® Vice President, Sr. Wealth Advisor Patrick has worked as a financial consultant since 1997. He joined the Physician Wealth Advisors team in 2000, bringing...
Mark T. Woodruff MBA, CFP®, CRPS® Vice President, Wealth Advisor Mark has been in the financial industry since 1993. Before joining Physician Wealth Advisors, he worked advising clients...
Wendy O. Lewis CRPC®, CPFA® Director of Qualified Plan Administration Wendy joined Physician Wealth Advisors in 2004 as an Account Manager and 401k Specialist. She currently serves as...
Trent L. Searle CFP® Sr. Portfolio Manager, Wealth Advisor Trent has been teaching and helping others with their finances for more than thirty years. From 1998 until 2008 Trent...
Tanya Alvaro FPQP® Office Manager, Sr. Planning Assistant to Mr. Zesiger Tanya has been a member of the Physician Wealth Advisors team since January of 2008. She received her FPQP® (Financial...
Melissa Saez IACCP®, FPQP® Client Services & Compliance Analyst, Sr. Planning Assistant to Mr. Brady Melissa joined Physician Wealth Advisors when it began in 1993. Her strong work ethic and passion for helping those...
Maxine Mehl FPQP® Sr. Planning Assistant to Mr. Bladen Maxine received her A.S from Salt Lake Community College and her FPQP® (Financial Paraplanner Qualified Professional™)...
Sherry Loudon Scheduling Coordinator, Client Services Sherry graduated from Brigham Young University with a BA in Communications and joined the Physician Wealth Advisors team...
Mathew Turnbow IT Manager Mathew joined Physician Wealth Advisors in April 2005. In his current role at PWA, Mathew oversees the IT department...
Garrett Merrill FPQP®, CRPC® Planning Assistant to Mr. Woodruff Garrett has been with Physician Wealth Advisors since 2021. He completed his bachelor's degree in 2024 and is currently...
Lezlee Bylund FPQP® Planning Assistant to Mr. Halvorsen Lezlee graduated from Utah State University in 2006 with a B.A. in Family Consumer Human Development. She joined PWA in...
Matthew Brady Administrative Assistant Matthew is currently attending Utah Valley University seeking a degree in Personal Financial Planning with the goal of...
