Jake has been with Soltis since 2019. Jake has worked in many different positions with the firm including: Client Relationship Manager, Analyst, and Lead Advisor. He graduated from Utah Valley University in Financial Planning and has completed his Series 65 certification. Jake looks towards his CFP designation in the coming years.
When not working, Jake can be found spending time with his wife Blair and their two sons Beckham and Brooks. They enjoy spending time outside in the great weather of St. George.