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.

Eric Barlow, CHFC®

Founder, Managing Partner

Brett Belliston, CFP®

Founder, Managing Partner

Ryan M. Bohm, CFP®, CPWA®, CEPA®

Managing Partner, Director of Business Development

Tanner Dance, CFA®

Managing Partner
Chief Investment Officer

Casey Monsen, CFP®

Managing Partner, Director of Financial Planning

Amy Daniels

Wealth Advisor

Austin Scott, CEPA®

Wealth Advisor

Tyler Thompson, CEPA®

Wealth Advisor

Luke Dance

Wealth Advisor

Chad Poulson

Wealth Advisor

Lynette Hilgenberg

Director of Operations

Lisa Smith

Director of Client & Team Experience

Ashleigh Belliston

Client Service Specialist

Shelly Brimley

Client Service Specialist

Cary Wasden

Director Business Advisory Services, Global Economist

Penny Paul

CCO, Investment Analyst, Client Reporting Manager

Melissa Sutherland

Client Reporting Administrator

Gary Post

Managing Partner of K Fund Capital Management, LLC

Chris Russell

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

Zane Beadles

Vice President of Mercatus Partners, 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.

Eric Barlow

Founder, Managing Partner

Brett Belliston

Founder, Managing Partner

Ryan M. Bohm

Managing Partner, Director of Business Development

Tanner Dance

Managing Partner, Chief Investment Officer

Casey Monsen

Managing Partner, Director of Financial Planning

Amy Daniels

Wealth Advisor

Austin Scott

Wealth Advisor

Tyler Thompson

Wealth Advisor

Luke Dance

Wealth Advisor

Chad Poulson

Analyst

Lynette Hilgenberg

Director of Operations

Lisa Smith

Director of Client & Team Experience

Ashleigh Belliston

Client Service Specialist

Shelly Brimley

Client Service Specialist

Cary Wasden

Director Business Advisory Services, Global Economist

Penny Paul

CCO, Investment Analyst, Client Reporting Manager

Melissa Sutherland

Client Reporting Administrator

Gary Post

Managing Partner of K Fund Capital Management, LLC

Chris Russell

Co-Founder, Managing Director of Mercatus Partners, LLC

Zane Beadles

Mercatus Partners, 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.

Free Consultation

Request a free consultation with us.

Contact

Have general questions about our team or our services? Reach out!

Together We Build Dreams

Ready To See What's Next?

Request a Free Consultation