Cole joined Soltis Investment Advisors in 2019 as an intern and transitioned to a full-time role as an Operations/Systems Specialist in 2020. In this capacity, he specialized in executing securities transactions for clients and institutions, managing over $7 billion in assets under management (AUM).

Currently, Cole serves as the Wealth Management Analyst Team Lead, where he focuses on building detailed financial plans, preparing strategic recommendations, and teaching best practices within Soltis Investment Advisors. He is passionate about helping clients achieve their financial goals through thoughtful analysis and innovative solutions. Cole holds a Bachelor’s degree in Finance with an emphasis on Business Analytics from Dixie State University.

Outside of work, Cole enjoys spending time with his wife, Alyse, and their son, Nixon, in their native St. George. The family stays active through running, hiking, biking, and various racket sports. Recently, Cole and Alyse completed their first triathlon, half marathon, and ultimate frisbee tournament, with plans for many more adventures to come.