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
Holly Schippers
Executive Assistant
Investment Planning and Analytics
Penny Paul
Director, Investment Analytics
Ted Workman
Director, Portfolio Structuring
Real Estate Partners
Blue Field Capital, LLC
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.
Mercatus Partners, 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
Vice President, Private Equity
R. Rudolph Reinfrank
Advisor, Private Equity
K Fund Capital Management operates independently of Andina Capital Management.
