ole 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 an Analyst/Advisor for the Midwest Team, where he builds detailed financial plans, makes strategic recommendations, and provides portfolio analysis to help clients achieve their financial goals. He holds a Bachelor’s degree in Finance with an emphasis on Business Analytics from Dixie State University.

Cole enjoys spending time with his wife, Alyse, and their son, Nixon, in their native St. George. They stay active through running, hiking, biking, and various racket sports. Recently, Cole and his wife completed their first triathlon, half marathon, and ultimate frisbee tournament, with plans for many more active adventures ahead.