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.