Meet the Team

With over 100 years of combined experience in business planning, estate planning, risk management, and investment management, Andina has the expertise to help clients create plans to achieve their goals and vision to be a force for good in the world.

Brett Belliston, CFP®

Founder, Managing Partner

Ryan M. Bohm, CFP®, CPWA®, CEPA®

Managing Partner

Zeb Lowe, CFP®

Managing Partner

Eric Barlow, CHFC®

Founder, Partner

Tanner Dance, CFA®

Partner, Chief Investment Officer

Casey Monsen, CFP®

Partner, Director of Financial Planning

Amy Daniels

Wealth Advisor

Austin Scott, CEPA®

Wealth Advisor

Tyler Thompson, CEPA®

Wealth Advisor

Chad Poulson CFP®

Wealth Advisor

Alex Graham CFP®

Wealth Advisor

Luke Dance

Investment Analyst, Trader

Becky Buhler

Chief of Staff, Director of Operations

Lynette Hilgenberg

Director of Andina Family Offices

Lisa Smith

Client Service Manager

Trina Clegg

Client Service Specialist

Shelly Brimley

Client Service Specialist

Ashleigh Belliston

Technology Systems Specialist

Cary Wasden

Director Business Advisory Services, Global Economist

Penny Paul, MBA

CCO

Melissa Sutherland

Reporting Specialist

Natalie Cawley

Executive Assistant

Carol Bailey

Executive Assistant

Chris Russell

Co-Founder, President & Managing Director of Mercatus Partners, LLC

Zane Beadles

Vice President of Mercatus Partners, LLC

Gary Post

Managing Partner of K Fund Capital Management, LLC

Meet the Team

With over 100 years of combined experience in business planning, estate planning, risk management, and investment management, Andina has the expertise to help clients create plans to achieve their goals and vision to be a force for good in the world.

Brett Belliston, CFP®

Founder, Managing Partner

Ryan M. Bohm, CFP®, CPWA®, CEPA®

Managing Partner

Zeb Lowe, CFP®

Managing Partner

Eric Barlow, CHFC®

Founder, Partner

Tanner Dance, CFA®

Partner, Chief Investment Officer

Casey Monsen, CFP®

Partner, Director of Financial Planning

Amy Daniels

Wealth Advisor

Austin Scott, CEPA®

Wealth Advisor

Tyler Thompson, CEPA®

Wealth Advisor

Chad Poulson CFP®

Wealth Advisor

Alex Graham CFP®

Wealth Advisor

Luke Dance

Investment Analyst, Trader

Becky Buhler

Chief of Staff, Director of Operations

Lynette Hilgenberg

Director of Andina Family Offices

Lisa Smith

Client Service Manager

Trina Clegg

Client Service Specialist

Shelly Brimley

Client Service Specialist

Ashleigh Belliston

Technology Systems Specialist

Cary Wasden

Director Business Advisory Services, Global Economist

Penny Paul, MBA

CCO

Melissa Sutherland

Reporting Specialist

Carol Bailey

Executive Assistant

Natalie Cawley

Executive Assistant

Chris Russell

Co-Founder, Managing Director of Mercatus Partners, LLC

Zane Beadles

Mercatus Partners, LLC

Gary Post

Managing Partner of K Fund Capital Management, LLC

Andina partners with individuals, families and business owners to help them execute their vision of their ideal future, helping guide them to be a force for good in the world.

We help clients create and manage plans to achieve their financial objectives. The worlds of taxes, investments and estate planning are constantly changing. We help determine if your plans and activities address the current environment. 

With over 100 years of financial and investment planning experience, we have worked with hundreds of clients. We provide an important understanding of financial planning needs and investment structure.

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