My Forever Portfolio

Steven E. Mason has over 35 years of experience in financial services, specializing in low-risk solutions that support long-term retirement and financial goals. He has worked with companies such as National Life, North American, and Allianz, among others. He is known for his clear, steady approach which helps clients make informed decisions with confidence. Steve lives in Farmington, Utah with his wife, Lesley and is the father of four children.

Scott Hansen began his career in retirement planning in 1987, working with companies like New York Life, John Hancock, and Lincoln Financial Advisors. Now an independent producer, he owns his own practice, free to prioritize clients’ best interests. His approach centers on safe money strategies, specializing in tax-deferred and tax-free accumulation to help individuals and small businesses grow and protect their wealth.

Roshannah Funk brings a strong background in communications, public relations, and client
management. A Utah Valley University graduate, she has been recognized for her PR expertise with a Golden Spike Award nomination. She oversees operations, event planning, and life insurance processes, ensuring every client interaction is seamless and professional while helping organizations run efficiently.

Samuel Mason brings a strong background in customer service and technology. A graduate of the Huntsman School of Business at Utah State University, he oversees technology systems while supporting the team with events, ensuring smooth operations and excellent client experiences.