Jake joined Soltis in 2019 and is currently a Lead Advisor in the Wealth Management Division. Jake spends most of his time servicing and developing relationships with high-net worth clients and prospects from Colorado and the Mid-West region. Jake helps clients create custom investment portfolio’s which meet their unique goals and financial planning needs.
Jake graduated from Utah Valley University with a Bachelor of Science degree in Personal Financial Planning. He since has been working in the finance industry for 5 years starting his career at Central Bank in Utah.
Jake enjoys spending his time with his wife and two boys. Together they enjoy playing sports of all kinds!