Jake is a member of the Soltis Wealth Management analyst team, where he assists advisors in streamlining their workflow and enhancing the overall client experience.

Originally from St. George, Utah, Jake and his wife, Amelia, embrace the unknown and find joy in creating opportunities for their son, Lewis. When he’s not with his family, Jake can be found mountain biking, playing pickleball, or jamming with his band.

He is currently pursuing a degree in Business Administration at the University of Utah. Beyond academics, he is an avid reader with a passion for exploring innovation and resourcefulness in the industry.