Jake joined Soltis in 2022 as an Analyst/Advisor for the Wealth Management Division. He supports the Mid-West Team through analytical work, client review preparation, financial and retirement planning analysis, and proposal construction.
Jake graduated from Southern Utah University with a Bachelor of Science degree in Accounting. He started his career in the financial services industry in 2018 where he assisted individuals with investment strategies, financial and retirement planning. He carries experience in various aspects of business finance, management as well as residential and industrial real estate investing.
Jake loves skiing, wakeboarding, or surfing depending on the season. He enjoys spending his free time with his family and two golden doodles in beautiful Southern Utah.