Our Team

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

Brett is also involved in the management of all aspects of Andina with emphasis on planning and evaluation of options for its clients. His prior positions have focused on financial planning and investments including Regional Director of Investments with Lincoln Financial where he directed the investment business for over 40 advisors; Co-Founder, Managing Partner and Chief Compliance Officer of Capital Group, LLC, a fee-based Registered Investment Advisory (RIA) firm; Investment Specialist at Intermountain Financial Group (an agency of MassMutual) and Senior Wealth Advisor at Contango Capital Advisors where he developed and managed a wealth management practice serving the highest net worth families of Zions Bancorp.

During his career Brett has earned a variety of professional designations relating to wealth management and investment planning and execution and has held several FINRA and real estate licenses.

Brett holds a BA degree from the University of Utah.