Welcome to Mountain West IRA, Inc.
Founded by CEO Jon Galane in April of 2006, Mountain West IRA is one of the nation’s leading independent self-directed IRA and 401(k) administration companies, specializing in record keeping services for individuals and small business owners who desire to include non-traditional assets within their tax-deferred and tax-free portfolios. With offices in Idaho and Utah, Mountain West IRA prides itself in offering self-directed retirement plans to clients nationwide at the highest level of customer service in the industry.
Our goal is to assist you with your alternative asset purchases while paying little or no taxes. Building wealth can be difficult, but our knowledgeable staff is dedicated to serving as your primary source for financial education, enabling you to make informed investment decisions.
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View our video to learn more about
Mountain West IRA services.
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View our video to learn more about Mountain West IRA Self-Direction. |
Jon A. Galane, CISP
Jon A. Galane has been in the financial planning and investment business for over 30 years. 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 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 has held several National Association of Securities Dealer licenses including a Broker/dealer Supervisor and licensed Investment advisor. He is currently an American Banking Association, 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 Robert Shemin, New York Times and Wall Street Journal bestselling author of 13 books and real estate investment mogul.
Jon is principal of Mountain IRA, Inc. Idaho’s only owned and operated self-directed IRA and qualified plan administrator. A published author on self-direction using asset allocation and diversification he coined the term “Mixed Portfolio Theory.” 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. currently administers over $120 million in assets for clients. |
Lisa Galane
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. Lisa over the years 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.
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