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.

Andina Team
Brett Belliston, CFP®, CPWA®, AEP®, CEPA®
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 M. Thompson, CFP®, CEPA®
Wealth Advisor


Alex Graham CFP®
Wealth Advisor


Dustin Wheeler
Chief Financial Officer, Director of Tax Strategies


Becky Buhler
Chief of Staff, Director of Operations


Lynette Hilgenberg
Director of Andina Family Offices


Trina Clegg
Client Service Specialist


Shelly Brimley
Client Service Specialist


Jenny Lund
Client Service Specialist


Penny Paul, MBA
CCO


Melissa Sutherland
Reporting Specialist


Cary Wasden
Director Business Advisory Services, Global Economist


Ashleigh Belliston
Technology Systems Specialist


Natalie Cawley
Executive Assistant


Carol Bailey
Executive Assistant


Private Equity Team
Gary Post
Managing Partner of K Fund Capital Management, LLC


Simone Sobel
Principal at K Fund Capital Management, LLC


Real Estate Team
Chris Russell
Co-Founder, President & Managing Director of Mercatus Partners, LLC


Zane Beadles
Vice President of Mercatus Partners, LLC


Josephine Booth
EVP, Investor Relations & Operations


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®, CPWA®, AEP®, CEPA®
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 M. Thompson, CFP®, CEPA®
Wealth Advisor


Alex Graham CFP®
Wealth Advisor


Dustin Wheeler
Chief Financial Officer, Director of Tax Strategies


Becky Buhler
Chief of Staff, Director of Operations


Lynette Hilgenberg
Director of Andina Family Offices


Trina Clegg
Client Service Specialist


Shelly Brimley
Client Service Specialist


Jenny Lund
Client Service Specialist


Cary Wasden
Director Business Advisory Services, Global Economist


Ashleigh Belliston
Technology Systems Specialist


Penny Paul, MBA
CCO


Melissa Sutherland
Reporting Specialist


Carol Bailey
Executive Assistant


Natalie Cawley
Executive Assistant


Allie Verdoorn
Administrative Assistant


Private Equity Team
Gary Post
Managing Partner of K Fund Capital Management, LLC


Simone Sobel
Principal at K Fund Capital Management, LLC


Real Estate Team
Chris Russell
Co-Founder, Managing Director of Mercatus Partners, LLC


Zane Beadles
Mercatus Partners, LLC


Josephine Booth
EVP, Investor Relations & Operations


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.