BUILDING WEALTH STRATEGICALLY

Your economic situation is a matter of choice, not a matter of chance.

At Mountain Financial, we advocate the truth and positively impact lives. We educate and empower individuals, families, and business owners in order for them to reach their personal, professional, and financial goals. Every day, through our actions and words, we strive to be the industry leader in the planning, accumulation, and preservation of wealth for our family of clients.

Josh Heikkila

Director of Financial Planning

Josh Heikkila joined the Mountain Financial team as an associate in the summer of 2021. Josh has been a student of Mountain Financial since 2012 and has spent the last several years studying general finance and developing his knowledge. His career history has strengthened his abilities to effectively develop and navigate complex data, systems, and situations. Josh has earned his Life Insurance license and is currently studying for his ChFC designation. He grew up in Colorado, but now lives in the Pacific Northwest enjoying his work, exercise and time with his family.

josh.heikkila@mtnfinancial.com
888-442-5558

Kayla Templeton

Director of Operations

Kayla is the newest member of the Mountain Financial team and comes with a wealth of experience from the mortgage industry, where she honed her skills in process optimization and client service. Her dedication to helping people achieve their financial goals aligns perfectly with Mountain Financial’s core values. As the Director of Operations, Kayla will be your main point of contact for all customer service inquiries. She is passionate about ensuring every client's seamless and positive experience and will work closely with the appropriate advisor to address your specific needs. A proud PNW native and mother of two, Kayla enjoys exploring the outdoors with her family.

kayla.templeton@mtnfinancial.com
855.522.5344

Mountain Financial Testimonies

  • "Josh is one of a kind. From his knowledge to professionalism with meeting when and where my wife and I were able to. The flexibility was very much appreciated. Getting started wasn’t painful and he took the time to answer all our questions about financial planning, investing, and how to set ourselves up for retirement. The roadmap for our financial goals were laid out and easy for us to understand."

    Mason L.

  • “Josh and I have built a very solid relationship this year. He’s been very supportive in my own business growth and has been very informative and great in helping me and my wife set up with life insurance. I recommend Josh 100% for any needs you have. He genuinely wants you to thrive!!"

    Mandela K.

  • “Josh and his team are the best. This is the first time I feel like I’ve actually understood where my finances are, what I need to do for retirement and before, and understand the plan to get there. He breaks things down and makes them simple, and you aren’t just a “number”. He truly has your best interests in mind. Highly recommend!”

    Caroline H.

  • “If your looking for guidance organizing and maximizing your finances, Josh Heikkila at Mountain financial, is the guy you NEED to meet with. Him and his team have been beyond helpful. I truly feel that I’m in good hands and that everyone is looking out for MY best interest, not their pocket books. Thank you so much Mountain financial! Look forward to the future💯💯”

    Shane W.

  • "Josh takes his time and makes sure he aligns your goals to your needs. You won’t find a more caring financial adviser than Josh. He takes the time to make sure you are educated and completely comfortable. Just a good guy!"

    Brett B.

 What We Do For You

At Mountain Financial, we teach clients about the liquidity, use, and control of money.

At Mountain Financial, we practice wealth creation, including financial development, income protection, life insurance coverage, estate organization and college planning.

At Mountain Financial, we promise transparency, expert design, passion, commitment and stewardship.

Do you trust your current advisor enough to get a second opinion? Give us a call.

What Makes Us Different

Our responsibility is to educate you and impact your decision making. Each time we meet, if you learn something new then you commit to move forward. If not, you have the right to move on without us.

Four basic principles we follow when working with you:

  • Increase your money supply

  • Create more and better benefits

  • Reduce the element of risk and future taxes

  • Accomplish all this without spending one more dime than you are already spending

Contact Us

888-442-5558