About Mountain Financial Group
Our team works to accomplish a few simple things – to know you well, provide guidance that puts your needs first, and help you accomplish your financial goals.
At Mountain Financial Group we incorporate strategies that include risk management, retirement planning and distribution, tax considerations, and diversified investments. As a team, we can help ensure that nothing gets missed. Our perspectives and personalities bring a great, balanced approach to the advice process. And at the end of each time we meet, we want you to leave feeling like a weight has been lifted off your shoulders. Life’s big moments like getting married, having kids, and celebrating birthdays are just as important to us as your finances. We’re here to build lifelong relationships.
We look forward to getting to know you better so that we can be a resource for you in securing your financial future.
Meet Our Team

Brett Mountain
RICP®, BFA™
Brett loves refining and perfecting the inner workings of a financial plan. His attention to detail was born as a technician for the Monster Energy Pro Circuit Kawasaki professional motorcycle racing team. Eventually, he moved into financial services at Wells Fargo to use his degree in Business Finance. He was quickly tapped on the shoulder to come onboard at Thrivent. Brett is energized by conversations about investments, tax strategies, and all things retirement planning.
- Title
Financial Advisor
- State(s) Licensed
- AL, AZ, CA Insurance Lic. #0L70721 , CO, FL, HI, IA, ID, MI, MN, NE, NV, OH, PA, TX, WA,
- Website
- https://connect.thrivent.com/brett-mountain
- Phone
- 949-835-4001
- Fax
877-206-1758

Nikki Engstrom
Nikki joined the team in February 2025 and offers remote support to our practice focusing on client relationships. Nikki's role includes helping organize events, scheduling, and general communications in the practice. She has a genuine passion for helping create an exceptional client experience. Nikki's favorite part of her role is being able to interact with our amazing clients on whatever their needs may be.
Nikki lives in beautiful Ventura County, CA with her husband Matt. When she is not at home she can be found visiting their vacation home in Lake Havasu City, AZ —because sunshine, boat days, and floating with friends are non-negotiables for them. Nikki is a coffee-fueled mom of two on a broad spectrum with one prepping for college and one mastering second grade. Along with that she has three awesome grown step kids and two dogs who keep life fun and fresh. Nikki loves to travel, laugh (A LOT), and put family at the center of everything. She labels her life "a beautiful chaos" and wouldn't have it any other way.
- Title
Office Professional
- Location
Remote Practice Support
- Phone
- 949-537-2096
- Fax
877-206-1758