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 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. Mountain West IRA, Inc. currently administers over $200 million in assets for clients.
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.
|Boise, Idaho Office|
208-639-7766Karen 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.
Chief Financial Officer
208-639-7768Shelly 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.
208-639-7760Crystal 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.
208-639-8778Andrea joined the MWIRA team in April of 2017. Previously, she spent 5 years working in hospitality management. She is always ready to assist clients and enjoys working with people. Andrea is a Certified Notary. An Idaho native, Andrea is an outdoors enthusiast who enjoys traveling. After spending 6 years living in Colorado, Andrea returned to the Treasure Valley to be near family and enjoy all the benefits the valley has to offer. She enjoys the river, cooking, extreme couponing, horror movies, and being with her family in her spare time.
Asset Maintenance Director
208-639-8776Emily Perlstein is the Asset Maintenance Director at Mountain West IRA. She studied English Literature at Purdue University and received her Bachelor’s Degree in 2014. Emily moved to Boise in July of 2017 and started working at Mountain West IRA three days later. Since moving to Boise, Emily has enjoyed going on long hikes in the foothills and backpacking in the Sawtooth Mountains. When she wants to do something that doesn’t require moving, she loves to read and snuggle her dog, Roary.
Asset Maintenance Specialist
208-639-8775Sam is an 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.
Business & Marketing Coordinator
208-639-7763Diana 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.
208-639-7767Niki Hughes, Acquisitions Director, has been with Mountain West IRA since June of 2017. She moved to Boise in 2010 after living in San Diego, California for 20 years. Niki has a background in customer service and management. She loves to travel the world and has most recently been on safari in Africa. In her free time she likes to coach cheerleading and spend time with her dog (Molly), her cat (Alley) and her 8 year old goldfish (Martin.)
Accounts Receivable Clerk
208-639-7764Jolene Thomas, Accounts Receivable Clerk at Mountain West IRA, Inc., moved to Boise from San Diego, California in June 2017. She has a background in aquatics teaching swim lessons, lifeguarding, and coaching Water Polo at her former High School. Jolene loves to answer client questions and assist in general day-to-day tasks throughout our office. She has a true passion for teaching as well as learning. In her free time, she enjoys spending time with her significant other and going on new adventures throughout Idaho.
208-639-7761Kelsey Evans, Receptionist, has lived in Idaho for many years, and has a love for being outdoors and traveling to different places. She received her Bachelor’s Degree in Art, with an emphasis in Photography, from Brigham Young University-Idaho. She treasures being with her family, has a passion for photography and floral arranging, and is obsessed with dogs.
|Clearwater, Florida Office|
|Megan Galane, CISP
Director of Business Development
208-639-7762Megan Galane, 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.
Business Development Specialist
208-639-7773Bianca Krueger 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.