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Casey Monsen, CFP®

Managing Partner, Director of Financial Planning
Casey is involved in the management of the investment portfolios at Andina Advisors and has a seat on the Investment Committee. He is also very focused on client development and experience. He began his career in financial services in 2008 as a financial advisor with Beneficial Financial Group and later in the same capacity for Allegis Financial Partners. While still associated with Allegis, he established Monsen Group Wealth Management in 2011. Casey began his affiliation with Andina Family Offices in 2014 as an independent financial advisor and became Andina’s COO in January 2017. Casey became a managing partner in 2022 and was instrumental in negotiating the merger which created Andina Advisors. Casey earned a bachelor’s degree in accounting from Utah State University. He graduated with an MBA from Weber State University and earned his CFP® (Certified Financial Planner) designation five years later. Casey enjoys time in the outdoors with his wife and two children.