Our Team

TEAM

Experienced Professionals

Managing Partners

Eric Barlow, ChFC

Founder
J. Brett Belliston, CFP®, AEP®, CPWA
Founder

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, CFP®

Wealth Consultant

Jay Edgington

Managing Dir., Business Advisory Services

Amy Daniels

Administrative Support

Global Research and Investment Analytics

Cary Wasden

Global Economist and Portfolio Advisor

Penny Paul

Director, Investment Analytics

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

Chris Russell

Managing Director
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
K Fund Capital Management operates independently of Andina Capital Management.