Our Team

  • Casey Monsen, CFP®  |  COO | Director of Financial Planning

Casey serves as COO and director of financial planning for Andina. 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 earned a Bachelor's degree in accounting from Utah State University. He graduated with an MBA from Weber State University and earned his CFP® designation five years later.