Jake enjoys helping families bring their investments and financial planning together into a thoughtful, long-term strategy. He believes investment portfolios and financial plans should be built around what makes sense for each family—their goals, circumstances, and priorities. Above all, Jake values building lasting relationships with the families he serves and takes pride in being a steady, trusted resource through important financial decisions and life events.
Jake has been part of Soltis since 2023 and values the firm’s close-knit culture, collaborative team, and shared commitment to excellent client service. He holds a BS in Business Administration from the University of Utah and is an SEC-registered Investment Adviser representative.