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.
Meet the Team
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
Zeb Lowe, CFP®
Managing Partner
Amy Daniels
Wealth Advisor
Austin Scott, CEPA®
Wealth Advisor
Tyler Thompson, CEPA®
Wealth Advisor
Luke Dance
Wealth Advisor
Chad Poulson
Wealth Advisor
Alex Graham CFP®
Wealth Advisor
Lynette Hilgenberg
Director of Operations
Lisa Smith
Director of Client & Team Experience
Ashleigh Belliston
Chief Information Security Officer
Shelly Brimley
Client Service Specialist
Trina Clegg
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, 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
Zeb Lowe, CFP®
Managing Partner
Amy Daniels
Wealth Advisor
Austin Scott, CEPA®
Wealth Advisor
Tyler Thompson, CEPA®
Wealth Advisor
Luke Dance
Wealth Advisor
Chad Poulson
Wealth Advisor
Alex Graham CFP®
Wealth Advisor
Lynette Hilgenberg
Director of Operations
Lisa Smith
Director of Client & Team Experience
Ashleigh Belliston
Chief Information Security Officer
Shelly Brimley
Client Service Specialist
Trina Clegg
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.