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Team

We’re ready to help you step forward with confidence.

Everyone who works here is working toward the same goal — to help our clients feel 100% confident about their financial future. To achieve it, we apply the full extent of our knowledge, experience and listening skills. We look forward to putting it to work for you.

 
Alisha Nokes

Alisha Nokes

New Business Adminstrator

(801) 895-7928

(801) 365-0485

alisha_hopkin@glic.com

Andrew Dowd

Financial Representative

(801) 895-7929

(801) 356-0485

andrew.dowd@mtwadv.com

Financial Representative of Guardian.

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Bonnie Evensen

Registered Representative

(801) 365-0480

(801) 365-0485

bonnie.evensen@mtwadv.com

Registered Representative of Park Avenue Securities.

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Casey Merrill

Registered Representative

801.699.4627

801.365.0485

casey.merrill@mtwadv.com

Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY

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Chuck Kofoed

Chuck Kofoed

Disability Income Specialist

(801) 895-7927

(801) 365-0480

chuck_kofoed@glic.com

Financial Representative of Guardian. CA Insurance License: 0650362
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Clifford R. Forsgren

Clifford R. Forsgren

Registered Representative and Financial Advisor

(801) 895-7941

(801) 365-0485

clifford.forsgren@mtwadv.com

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Elizabeth Timmer

Elizabeth Timmer

Financial Advisor

(801) 895-7958

elizabeth.timmer@mtwadv.com

Registered Representative of Park Avenue Securities and Financial Representative of Guardian.

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Eric McNeil

Registered Representative

801.895.7938

801.365.0485

eric.mcneil@mtwadv.com

Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY

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James Gulbrandsen

Financial Representative

(801) 365-0480

(801) 365-0485

james.gulbrandsen@mtwadv.com

Financial Representative of Guardian.
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Jeffrey C. Hansen

Jeffrey C. Hansen

Investment Specialist

(801) 895-7935

(801) 365-0485

jeff_hansen@glic.com

Bio coming soon! Registered Representative & Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Jeffrey J. Hansen

Jeffrey J. Hansen

Managing Director

(801) 895-7947

(801) 365-0485

jeff.j.hansen@mtwadv.com

Financial Representative of Guardian.

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Jessica Nejatifar

Jessica Nejatifar

New Business Manager

(801) 895-7946

(801) 365-0485

jessica.nejatifar@mtwadv.com

Kris Robbins

Kris Robbins

Client Relations

(801) 895-7930

(801) 365-0485

kris.robbins@mtwadv.com

Lisa Flinders

Lisa Flinders

Office Manager

(801) 895-7954

(801) 365-0485

lisa.flinders@mtwadv.com

Mark Goodfellow

Financial Representative

(801) 365-0480

(801) 365-0485

mark.goodfellow@mtwadv.com

Financial Representative of Guardian.
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Michael Robbins

Financial Representative

801.895.7951

michael.robbins@mtwadv.com

Financial Representative of Guardian.
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Mike Fortin

Mike Fortin

Financial Representative

801.787.2700

mike.fortin@mtwadv.com

Mike is originally from Colorado Springs, but moved to Utah to attend school at BYU, where he met his beautiful wife Kim. They have 3 children; Acacia, Emma, and Joseph (and a 4th if you count their spoiled dog Pepper). Professionally,...

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Pamela Clark King

Registered Representative

(801) 895-7940

(801) 365-0485

pamela.m.clark@mtwadv.com

Registered Representative of Park Avenue Securities.  CA Insurance License #0C71380.

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Peter D. Nelson

Peter D. Nelson

Investment Advisor

(801) 895-7948

(801) 365-0485

pete.nelson@mtwadv.com

Registered Representative and Investment Advisor of Park Avenue Securities and Financial Representative of Guardian.

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Randall Bills

Financial Advisor

720.971.7876

801.365.0485

randy.bills@mtwadv.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0C46788
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Ryan Beck

Ryan H. Beck, CFP®, ChFC®, CLU®

President/CEO Mountain West Advisors

(801) 895-7942

(801) 365-0480

ryan_beck@glic.com

Received a Bachelor of Science in Management from the Marriott School of Management – Brigham Young University. Upon graduation, started with The MONY Group in Salt Lake City, UT as a Financial Professional. Qualified for...

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Scott Funk

Scott Funk

Financial Representative

(801) 895-7933

(801) 365-0485

scott.funk@mtwadv.com

Financial Representative of Guardian. Received a Bachelor of Science in Communication and a minor in Business from the University of Utah in 2019. Before I started my career in finance, I was pursuing a career in sports media. When I...
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Steven Cassell

Steven Cassell

Financial Advisor

(801) 895-7953

(801) 365-0485

steven.cassell@mtwadv.com

Steven Cassell has focused on solving financial problems for young professionals and engineers. His planning is based on the idea that diligent planning will bring you far closer to success. Registered Representative & Investment...

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Zachary A. Nielson

Zachary A. Nielson

Financial Advisor

(801) 895-7925

(801) 365-0485

zachary.nielson@mtwadv.com

Zach graduated from Weber State University in 2005 with a degree in Business Spanish and Business Management, has always enjoyed efficiency and numbers. Zach has been in the Insurance and Financial industry for over 15 years. He enjoys...
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