Jake joined Soltis in 2019 and is currently a Senior Advisor in the Wealth Management Division. He primarily focuses on servicing and developing relationships with high-net-worth clients and prospects in Colorado and the Midwest region. Jake assists clients in creating customized investment portfolios that align with their unique goals and financial planning needs.

 Jake graduated from Utah Valley University with a Bachelor of Science degree in Personal Financial Planning. He has been working in the finance industry for five years, beginning his career at Central Bank in Utah.

In his personal time, Jake enjoys spending time with his wife and three children, participating in a variety of sports activities.