Our Staff

About Mountain West IRA

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.

Who's Behind Mountain West IRA

Mountain West IRA has two (2) designated CISPs, Jon A. Galane and Karen Georgeson, which demonstrates we are up to date on industry laws and regulations and can 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.

Mountain West IRA offers self-directed plan services to thousands of real estate and alternative asset investors nationwide.

Jon Galane

Jon Galane, CISP

PRINCIPAL

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.

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.

Lisa Galane

Lisa Galane

PRINCIPAL

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.

Jon Galane

Jon Galane, CISP

PRINCIPAL

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

Lisa Galane

PRINCIPAL

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.

Leadership Team
Karen Georgeson

Karen Georgeson, CISP

DIRECTOR OF OPERATIONS

Karen Georgeson, Director of Operations, 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.

Shelly Smith

Shelly Smith

CHIEF FINANCIAL OFFICER

Shelly Smith, Chief Financial Officer, has been with Mountain West IRA since June of 2008. She has over 15 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 cup of coffee.

Accounts Receivable Team
Joshua Kelley

Joshua kelley

ACCOUNTS RECEIVABLE CLERK

Joshua Kelley, Accounts Receivable Clerk, just recently moved to the Treasure Valley from Los Angeles County. Josh has graduated with a bachelor’s degree in Biblical Studies. Josh used this degree to complete two years of Pastoral Ministry, which is where he quickly fell in love with detail. This strong attention to detail is where Josh can thrive as an Accounts Receivable Clerk. Outside of work, you can find Josh out on any local disc golf course or taking a walk with his wife and dog. Los Angeles sports teams are always a great point of topic, in which Josh is very passionate about.

Asset Maintenance Team

Courtney Geyer

ASSET MAINTENANCE SPECIALIST

Courtney Geyer, Asset Maintenance Specialist, is originally from California but has called Idaho home for nearly 20 years. Before living in Idaho, she was a collegiate basketball player and received her degree from a private college. Sports and coaching have always been a huge part of her life. While in Idaho, she has taken full advantage of everything this great state has to offer. She loves camping, dirt biking, mountain biking and loves road trips exploring the state. She loves to bring her little Morkie, Mavis, on her adventures. She hopes one day to be a gold miner! Her current favorite hobby, however, is playing the ukulele. Courtney has worked in various fields while in the Treasure Valley, including the lighting industry, the television broadcast industry, real estate, and hospitality. She loves being able to help people and brings years of client service and administrative skills to Mountain West IRA. 

business development team
Amie-Roper

Amie Roper

Client Relationship Manager

Amie Roper, Client Relationship Manager, grew up in Baker City Oregon where she lived and loved the country life. She moved to Idaho in 2010 with her family to give them more opportunities. She has over 20 years of customer service with over 6 of them running her own business in the beauty industry. She loves to help people and strives to make everyone’s day just a little better. With 4 kids she is constantly on the go but she loves to be outdoors as much as possible to enjoy the beauty in nature. Family and friend gatherings make up much of her spare time but she still finds time for some music and a good book.

NATASHA REAMS

Natasha Reams

TRANSFER & ROLLOVER SPECIALIST

Natasha Reams, Transfer & Rollover Specialist, worked mainly in the culinary industry after graduating with an Associate’s degree in Baking from Oregon Coast Culinary Institute. Since then, she has also worked as a Librarian and in retail gaining vast experience in the customer service industry. Natasha grew up in rural Alaska and has been living in the Treasure Valley since 2018. Outside of work she enjoys video games, reading, Dungeons and Dragons, and even some LARPing on occasion.

Compliance Team
Crystal-Stoddard

Crystal Stoddard

COMPLIANCE OFFICER

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.

Transactions Team
Raegan-Rubio

Raegan Rubio

DIRECTOR OF TRANSACTIONS

Raegan Rubio, Director of Transactions, 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.

Adriane-Hull

Adriane Hull

SENIOR TRANSACTION COORDINATOR

Adriane Hull, Senior Transaction Coordinator, was originally born in Iowa before her family made the move to Boise 3 years later, and she’s been here ever since. She went to college at the University of Idaho, majoring in Statistics, and was a part of the Sound of Idaho Marching Band for 4 years, after finding her passion in Color Guard in her high school band. She has been honing her customer service skills for over 6 years, and truly enjoys helping people. Outside of work, Adriane loves to relax with music, movies, good food, or a new book.

Danielle Hoefner

TRANSACTION ASSISTANT

Danielle Hoefner, Transaction Assistant, recently moved to the Treasure Valley from California. She is attending Boise State University to finish up her bachelor’s degree in Business and plans to graduate in 2024. She spent many years working in childcare and as a Pre-K teacher, has several years of customer service, and administrative experience. Her wide variety of work experience has given her a passion for creativity and helping people in any way that she can, and a strong attention to detail. Outside of work, Danielle enjoys seeing her family back in California, spending time with friends, attending baseball games (especially the Oakland A’s), finding great coffee shops, trying new foods, exploring Idaho, watching movies, and listening to music.

Receptionist

Prohibited transactions in IRA