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 designations and previously worked at Jackson National Life Distributors from 2007 to 2017 before founding Chamberlain Financial. Outside of his advisory role, he is an insurance wholesaler representing various insurance companies and operates as an independent insurance agent. Cowdell Investments provides wealth management, retirement planning, and financial planning services primarily to individual clients, including both high-net-worth and non-HNW households. The firm combines fundamental and technical analysis with insurance-based solutions and manages approximately $54 million across about 336 client accounts.

Nicholas Long is a financial advisor at Cowdell Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently since 2008 with Park Avenue Securities LLC and Guardian Life Insurance Co of America. Outside of advisory work, he is an independent insurance agent, dedicating half his time to selling life, health, annuities, and long-term care insurance. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including both high-net-worth and non-HNW households. The firm combines securities and insurance-based solutions tailored to clients’ risk tolerance and time horizons, managing approximately $54 million for about 336 clients.

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.