Andina Advisors

James Belliston is a CFP® with 24 years of experience in the financial industry. He is currently with Andina Family Offices and has been with Andina Capital Management since 2013. Prior to that, he worked at Contango Capital Advisors, Inc. Mr. Belliston is involved as a managing member and general partner in several private fund entities and serves as a consultant for an events center business. Andina Family Offices advises a diverse client base ranging from non-high-net-worth households to family offices, providing comprehensive wealth management services. The firm employs a six-step financial planning process combined with discretionary portfolio management and oversight of third-party managers, utilizing an open-architecture investment approach that includes public equities, fixed income, ETFs, and private pooled vehicles.

Austin Scott is a CFP® with four years of industry experience, currently serving as a financial advisor at Andina Family Offices. He has held roles at Andina since 2021 and previously worked at Canopy Tax and Weave Hq. Scott is also a registered independent field underwriter and producer of life insurance for several insurance companies. Andina Family Offices advises a diverse client base ranging from non‑high-net-worth households to family offices, offering comprehensive wealth management services including financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with an open-architecture investment approach and oversight of third-party managers.

Dan Jessop is a financial advisor with Andina Family Offices in Logan, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at LG Resources, Connect Financial LLC, Andina Capital Management, Core Capital Wealth Management, Adams Wealth Advisors, and Allegis Investment Services. Outside of his advisory work, he owns Jessop Insurance and Retirement Services, which involves selling various insurance products including Medicare and life insurance. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices with investable assets typically above $10 million. The firm offers comprehensive wealth management services using a six-step financial planning framework combined with discretionary portfolio management and oversight of third-party managers, employing an open-architecture investment approach.

Quinn Longhurst is a financial advisor at Andina Family Offices with one year of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo. His background also includes service in The Church of Jesus Christ of Latter-day Saints. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices with investable assets above $10 million. The firm provides comprehensive wealth management services using a structured financial planning process combined with discretionary portfolio management and oversight of third-party managers.

Eric Barlow is a financial advisor with Andina Family Offices in Logan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Andina Capital Management, LLC since 2012. Mr. Barlow is involved as a managing member and general partner in several private investment entities, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners. Andina Family Offices serves a diverse client base ranging from non-high-net-worth households to family offices, offering comprehensive wealth management services such as financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with discretionary portfolio implementation and oversight of third-party managers, utilizing an open-architecture approach that includes a broad range of investment vehicles.

Roger Lowe is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Andina Family Offices. He previously worked at Coign Capital Advisors for 12 years before joining Andina in 2022. Outside of his advisory role, he manages L3 Investments LLC. Andina Family Offices serves a diverse client base, including non-HNW households, high-net-worth families, and family offices, providing comprehensive wealth management services such as financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with discretionary portfolio implementation and oversight of third-party managers, utilizing an open-architecture approach that includes a range of investment vehicles.

Tanner Dance is a CFA® charterholder with 11 years of industry experience, currently serving at Andina Family Offices since 2022. His prior experience includes roles at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. He is also a member and partial owner of Tridas Air, LLC, a non-investment related business. Andina Family Offices provides wealth management services to a diverse client base, including high-net-worth families and employer retirement plans. The firm employs a six-step financial planning process combined with discretionary portfolio management and uses an open-architecture investment approach that includes third-party managers and private pooled vehicles.

John Pennington is a financial advisor at Andina Family Offices with a Series 65 credential and two years of industry experience. He has a background in law, having owned and operated Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Cobalt Consulting Group LLC. Outside of advising, he is involved in entrepreneurial activities as a member and manager of NailDrop LLC, an e-commerce beauty products company, and Alt Alchemy LLC. Andina Family Offices serves a diverse range of clients, from non-high-net-worth households to family offices, providing comprehensive wealth management services including financial, estate, and tax planning, as well as discretionary portfolio management. The firm employs a six-step financial planning process combined with an open-architecture investment approach and oversight of third-party managers.

Alex Graham is a CFP® professional with five years of industry experience. He is currently with Andina Family Offices, where he has worked since 2022. His prior roles include positions at Allos Investment Advisors, Searcy Financial, and FirstPurpose Wealth. Outside of finance, he has experience working at Sundance Mountain Resort. Andina Family Offices serves a diverse client base ranging from non-high-net-worth households to family offices with investable assets above $10 million. The firm offers comprehensive wealth management services using a six-step financial planning framework combined with discretionary portfolio management and an open-architecture investment approach.

Anthony Allen is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Andina Capital Management since 2022 and previously at Adams Wealth Management. Outside of finance, Allen is involved in managing a funeral home and a tire and oil business, holding leadership roles in both. Andina Family Offices serves a diverse client base ranging from non-high-net-worth households to family offices with investable assets above $10 million. The firm provides comprehensive wealth management services using a structured financial planning process combined with discretionary portfolio management and oversight of third-party managers.

Ginger Harris is a financial advisor at Andina Family Offices with a Series 65 credential and experience dating back to 2016. She has held roles at B10 Capital and currently operates Mores Capital, LLC, a business consulting company. Harris is also president of the Circle of Gratitude Foundation, a nonprofit that provides funding to charitable organizations. Andina Family Offices serves a diverse client base including high-net-worth families and pooled investment clients, offering comprehensive wealth management services with a structured financial planning process and discretionary portfolio management. The firm employs an open-architecture investment approach and conducts formal due diligence on external managers.

Ryan Bohm is a CFP® with 17 years of experience in the financial advisory industry. He currently works at Andina Family Offices and has previously held roles at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. Outside of his advisory work, he is involved with RMB Ventures, an S-Corp through which he owns Andina and holds a passive partnership in a franchise called Texas Care in Houston. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices, offering comprehensive wealth management services including financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a structured financial planning process combined with discretionary portfolio oversight and uses an open-architecture investment approach with a formal manager due-diligence program.

Tyler Thompson is a financial advisor at Andina Family Offices with a Series 65 designation and four years of industry experience. Prior to his current role, he spent ten years as a professional baseball player. He also works as a baseball hitting coach outside of his advisory duties. Andina Family Offices serves a diverse client base, including non‑high-net-worth households, high-net-worth families, and family offices, offering comprehensive wealth management services that include financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with discretionary portfolio implementation and oversight of third-party managers through an open-architecture investment approach.

Mason Miles is a financial advisor at Andina Family Offices with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices with investable assets above $10 million. The firm provides comprehensive wealth management services, combining a structured financial planning process with discretionary portfolio management and oversight of third-party managers.