Our Team

TEAM

Experienced Professionals

Financial and Legacy Planning

Casey Monsen, CFP

COO | Director, Financial Planning

Paul Anderson, CPA

Director, Legacy Planning Services

Lynette Hilgenberg

Director, Private Client Services

William Holliday

Wealth Consultant

Jay Edgington

Managing Dir., Business Advisory Services

Amy Daniels

Administrative Support

Investment Planning and Analytics

Penny Paul

Director, Investment Analytics

Ted Workman

Director, Portfolio Structuring

Real Estate Partners

Karl Israelsen, JD

Co-Portfolio Manager, Real Estate

Justin VandenAkker, JD

Co-Portfolio Manager, Real Estate

Nate Adamson

Vice President of Operations, Real Estate
Blue Field Capital, LLC operates independently of Andina Capital Management.

Private Equity Partners

Gary M. Post

Investment Partner, Private Equity

Adam Fried

Investment Partner, Private Equity

Jay Reinfrank

Investment Analyst, Private Equity

R. Rudolph Reinfrank

Advisor, Private Equity
K Fund Capital Management operates independently of Andina Capital Management.

Global Equity Research Partners

Cary Wadsen

Portfolio Advisor

Bronzson Woods

Portfolio and Security Analyst