Mountain West IRA – Staff
The prestigious American Bankers Association®, which actively interacts with the financial and banking industry on laws, education, and enforcement of IRS and FDIC rules, has a professional certification education program that is second to none. This program is called the Institute of Certified Bankers. The Institute trains, runs examination, and demands the highest standards of continuing education in the banking industry. Their goal and the goal of Mountain West IRA is to assure both our current and potential clients that they are working with the most experienced, qualified, and ethical IRA officers and administrators in our business. ICB certifications are a vital component of that commitment. The Certified IRA Services Professional (CISP) is a program that demands a minimum of 3 years of working with clients in the IRA industry. The candidate must complete hours of training and extensive testing, and receive the recommendation and endorsement of a current CISP. No certification programs are more rigorous or more respected than those developed by the ABA Institute of Certified Bankers.
Mountain West IRA now has three designated CISPs, Jon A. Galane, Karen Georgeson, and Megan Galane which demonstrates that we are up to date on industry laws and regulations and give our clients peace of mind that they are getting the most accurate and up-to-date information. Our continuing education also creates a measurable benchmark for our development as a superior IRA administrator. Through our commitment to the CISP program we further provide an objective measure of competence, dedication, and superior service for our clients.
Jon Galane, CISP
Jon A. Galane, CISP has been in the financial planning and investment business for over 32 years and held several National Association of Securities Dealers licenses including Broker/Dealer Supervisor and Licensed Investment Advisor. During his career, he has been a top producing investment advisor with Morgan Stanley, earning the title Vice President, and was the well-respected sales manager of the Las Vegas Complex. As a successful professional business person he was recognized in the 2002 edition of the National Register’s “Who’s Who, Executives and Professionals” and the 2011 Heritage “Who’s Who” register.
Jon is currently a member of the American Banking Association and Institute of Certified Bankers as a Certified IRA Services Professional (CISP). Jon is also a nationally recognized speaker on self-directed IRAs, real estate investing, and economic strategies. His accolades include speaking with: Lee Arnold, Robert Shemin, New York Times and Wall Street Journal bestselling author of 13 books and real estate investment mogul Ron LeGrand, Tom DiAgostino, and many others.
Jon is principal of Mountain West IRA, Inc. As a published author on self-direction using asset allocation and diversification, he coined the term “Alternative Asset Allocation Portfolio.” He has in the past hosted the radio show “How to Self-Direct Your Retirement”, the only show in the nation at the time on investing your retirement plans in real-estate related investments.
Mountain West IRA, Inc. has offices on both coasts in Boise, ID and Clearwater, FL, offering self-directed plan services to thousands of real estate and alternative asset investors nationwide.
Lisa Galane has over 20 years in the services industry with the last 12 directly related to financial services in the retirement planning field. Lisa joined Jon at Morgan Stanley in 1999 as an investment advisor and his partner. Over the years Lisa became an expert in back office client services, compliance and qualitative procedural analysis.
Lisa advanced to the back office investment advisory services of Wells Fargo Bank, leaving in 2006 to join Mountain West IRA, Inc. full-time. Lisa has spearheaded the growth and superb client services division of the company through her wealth of back office knowledge and superior client services procedures and background.
Karen Georgeson, CISP
Karen Georgeson, General Manager, is a member of the American Banking Association and Institute of Certified Bankers as a Certified IRA Services Professional (CISP). Karen became Mountain West IRA’s original employee in 2007 prior to returning to college to finish her degree. Karen received her Bachelor of Science degree in Natural Resource Ecology from the University of Idaho and worked as a field biologist and data management specialist before returning to the financial services industry with Mountain West IRA in 2012.
Karen provides training and coaching for our staff to ensure each team member has the knowledge and tools needed to carry out operational duties and ensure a positive experience for our clients. Karen is committed to our superior client services procedures and enjoys sharing these skills with the Mountain West IRA team.
Contact Karen Georgeson
Chief Financial Officer
Shelly Smith, Chief Financial Officer, has been with Mountain West IRA since June of 2008. She has over 14 years’ experience in business, finance and accounting. Shelly is responsible for accounts payable, human resources and general day-to-day fiscal operations of the company. Outside work, Shelly’s passions are her husband and 4 daughters, all things Wonder Woman, gardening and a really good belly laugh.
Contact Shelly Smith
Megan Galane, CISP
Director of Business Development
Megan Galane, Director of Business Development, is a member of the American Banking Association and Institute of Certified Bankers as a Certified IRA Services Professional (CISP). She moved to Clearwater, Florida from Salt Lake City, Utah after completing her Bachelors of Science in Exercise and Sport Science. In her free time, Megan enjoys all things real estate and soaking up the Florida sun with her dog Baby.Megan acts as a point person for potential clients, she also provides training to the Business Development Team to ensure a positive experience for potential clients and clients. She provides educational webinars and seminars, you can view our schedule here.
Contact Megan Galane
Accounts Receivable Team
Accounts Receivable Clerk
Jolene Thomas, Accounts Receivable Clerk at Mountain West IRA, Inc., is responsible for our accounts receivable department and does her best to ensure accuracy and efficiency of client fee payments. She moved to Boise from San Diego, California in June 2017 and has a background in aquatics teaching swim lessons, lifeguarding, and coaching Water Polo at her former High School. Outside of work, she enjoys spending time with her boyfriend and going on boating trips to all of the lakes that Idaho has to offer.
Contact Jolene Thomas
Accounts Receivable Clerk
Trevor Dorman, Accounts Receivable Clerk, is the newest member of the Mountain West IRA team. He was born and raised in Clearwater, Florida and is currently studying accounting at the University of South Florida St. Petersburg. He is a pizza lover and even has over 6 years of experience as a delivery driver! When he’s not working or studying, Trevor enjoys exercising, cycling and dirt biking.
Contact Trevor Dorman
Asset Maintenance Team
Asset Maintenance Specialist
Katie is an alum from Borah High School in Boise and is currently working on getting a Bachelor’s Degree in Communication. She loves dirt biking and swimming in the summers and snowmobiling and snowboarding in the winter. While the outdoors are her passion, nothing beats a nice cup of tea on a rainy day with a good movie.Contact Katie Irusta
Asset Maintenance Specialist
Sam Murray, Asset Maintenance Specialist at Mountain West IRA. She is currently studying Political Science at Boise State University. Sam has enjoyed the Idaho outdoors her whole life. When it's too cold to spend long time periods outside she likes to watch horror and adventure movies, and also enjoys a good book. She loves spending time with her family, especially her 5 younger siblings.
Contact Sam Murray
Asset Maintenance Specialist
Shauna Lileks, Asset Maintenance Specialist at Mountain West IRA. A transplant from Arizona she moved to Boise, Idaho in 2002. She has 15 years of financial customer service experience having worked for U.S. Bank and Citi Bank. She loves spending time with family and friends camping and exploring the Pacific Northwest. She has four daughters and five grandchildren. Two of her daughters are married and their husbands currently serve our country, which makes her an extremely proud mom. Shauna also enjoys the arts of media communication and spends time editing videos and pictures of her family’s explorations and gatherings.
Contact Shauna Lileks
Business Development Team
Business Development Specialist
Bianca Krueger, Business Development Specialist, is a born and raised Floridian who works in our Clearwater office. She has received her Associates degree in business accounting and has worked in the customer service industry for 7 years. She assists clients with the initial processes to opening an account as well as assists clients attaining and maintaining online access. She loves assisting with social media and is currently writing captivating educational blogs for Mountain West IRA. On her free time she loves chugging iced espresso and obsessing over all things Harry Potter.
Contact Bianca Krueger
Business & Marketing Coordinator
Diana Hoff, Business and Marketing Coordinator, received her Bachelor’s Degree in Project Management from George Fox University. With over 30 years in customer service related positions, she loves the all the direct contact with Mountain West IRA clients. She can answer your questions, help you set up your new account and can guide you through the Transfer and Rollover process. Having used a computer since the early days of DOS many folks think she is a techie at heart. But don’t be surprised if you spot her and her daughter, in full Elizabethan garb at the next renaissance fair, shooting targets with an English longbow.
Contact Diana Hoff
Assistant Director of Business Development
Megan Brenneman, Assistant Director of Business Development, has over 15 years customer service experience. She spent 8 years in the beauty industry, 2 of those years instructing students at a local beauty college. Megan truly enjoys helping clients with any issues or questions they may have. On her free time she enjoy watching Boise State football (GO BSU), camping, riding her jet skis, fishing, and spending time with her family.Contact Megan Brenneman
Crystal Stoddard, Compliance Officer, has been with Mountain West IRA since May of 2016. She graduated from Boise State University in December 2015 with a Bachelor’s Degree in Accounting. She enjoys assisting clients with questions on their accounts, and walking them through different investment processes so that everything is done correctly. When she’s not working, she can be found curled up reading a book or doing one of her crafts if her son (Raiden) or Black Lab (Chewy) will let her.
Contact Crystal Stoddard
Claudia Willett, Transaction Coordinator, after 10 years of being active duty US Army, Claudia decided to leave and raise her family. Her hands are full raising 4 boys ranging from 3-15, but still finds some time to work on holiday crafts and other small projects. Claudia moved from South Texas to Idaho in July of 2017 to be close to her husband's family. When not at work, she can be found helping her husband run and operate his painting company and perhaps even holding a paint brush. You can find her family and herself exploring all Idaho has to offer like: fishing, hiking, car racing, and the great outdoors.Contact Claudia Willett
Raegan Rubio, Transaction Coordinator, grew up in a small town in central Illinois. After high school she moved with her family to the Dominican Republic to serve those in need as missionaries. After a year, she moved to California. There she met her husband and has been happily married for three years. Raegan and her husband recently moved to Idaho and have been enjoying the cool weather. Raegan loves reading, music, movies, and art, as well as her cat, Bobbi, and new puppy, Watson.Contact Raegan Rubio