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 Insurance Specialist & Network Administrator Mathew is an Insurance Specialist and Network Administrator with Physician Wealth Advisors. He joined Physician Wealth...
Garrett Merrill FPQP® 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...
