Cowdell Investments, LLC

Greg Chamberlain is a financial advisor at Cowdell Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Jackson National Life Distributors and his own firms, Chamberlain Financial, LLC and Chamberlain Long Wealth Management. Outside of advising, he works as an insurance wholesaler representing various insurance companies. Cowdell Investments primarily serves individual clients, trusts, estates, charitable organizations, and business entities with retirement and financial planning, wealth management, and advisory services. The firm customizes portfolios based on client risk tolerance and time horizon, incorporates both fundamental and technical analysis, and provides access to insurance-based products through its licensed advisor representatives.

Nicholas Long is a financial advisor at Cowdell Investments, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chamberlain Long Wealth Management, LLC and Long Financial Group, LLC. In addition to his advisory role, he works as an independent insurance agent focusing on life, health, annuities, and long-term care products. Cowdell Investments primarily serves individual clients seeking retirement and financial planning, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ risk tolerance and time horizon, employing both fundamental and technical analysis and offering a range of investment alternatives including insurance-based products through its licensed advisor representatives.

Mark Cowdell is a CFP® professional with 28 years of industry experience. He is the principal of Cowdell Investments, LLC in Alpine, Utah, and has been affiliated with First Western Advisors since 2003. In addition to his advisory role, he works as an independent insurance agent. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including both high-net-worth and non-HNW households. The firm offers discretionary portfolio management and standalone planning, combining securities and insurance-based solutions tailored to clients’ risk tolerance and time horizon.

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. Outside of his advisory role, he is engaged in external public-facing activities including acting, public speaking, and authorship. Cowdell Investments primarily serves individual clients with retirement planning, financial planning, and wealth management, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios based on clients’ risk tolerance and time horizon, using both fundamental and technical analysis, and offers a range of products including discretionary wealth management and insurance-based solutions.