Brett is involved in the management of all aspects of Andina. His passions focus on exit planning for entrepreneurs, generational legacy planning and building trusted client relationships. His commitment to lifetime learning is demonstrated by a variety of professional designations relating to business advisory, wealth management and investment planning. He has held several FINRA and real estate licenses. Brett certifications include CFP® (Certified Financial Planner), AEP® (Accredited Estate Planner), CPWA® (Certified Private Wealth Advisor) and CEPA® (Certified Exit Planning Advisor). Brett holds a BA degree from the University of Utah. Brett loves spending time with his wife, kids, and