Mark Cowdell is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cowdell Investments, LLC in Alpine, Utah. He previously worked at First Western Advisors from 2003 to 2006. In addition to his advisory role, he is an independent contractor involved in insurance sales as a licensed agent. Cowdell Investments, LLC provides wealth management, financial planning, and retirement analysis primarily for individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis to tailor investment strategies focused on risk management and capital preservation, and also offers insurance products through an affiliated in-house agency.

Clinton Cowdell is a financial advisor at Cowdell Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at NetDocuments for three years. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including high-net-worth and non-HNW households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis, tailoring investment plans to clients’ risk tolerance and time horizon, while also offering insurance products through an affiliated in-house agency.