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Tanner D
CFA®, Series 65
Providence, UT
Andina Advisors
Tanner Dance is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked with several firms, including Andina Capital Management, Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. Outside of his advisory roles, he is a 2.5% owner and member of Tridas Air, LLC, a non-investment business. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and institutional clients. The firm offers comprehensive planning and discretionary portfolio management, with a focus on diversified allocations and involvement in private funds and pooled investment vehicles.
Anthony A
Series 65
Providence, UT
Andina Advisors
Anthony Allen is a financial advisor at Andina Advisors with eight years of industry experience. He holds a Series 65 credential and has worked at Andina Capital Management since 2022 and Adams Wealth Management from 2017 to 2020. Outside of his advisory role, Allen serves as a funeral director and vice president at Allen-Hall Mortuary and is a board member and shareholder at Jack's Tire and Oil, Inc. Andina Advisors offers financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm employs diversified portfolio strategies that integrate fundamental, technical, and macro analysis, and it provides consulting and sub-advisory services to private funds and pooled investment vehicles.
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