Kim D. Anderson, AIF®
Managing Partner, President, CEO
Kim Anderson has been with Soltis for over 25 years. Kim currently serves as the President and Chief Executive Officer (CEO) of the firm since 2017. He works with Managing Partners over the services for the Wealth Management and Institutional Retirement Divisions. Kim began his career in the financial industry as a consultant with Prudential Insurance Company, licensed in company and individual pensions, mutual funds and insurance products.He also spent nine years with General Motors Acceptance Corporation (GMAC) managing employees in various financial and credit departments including human resources and benefits.
Prior to his role as President/CEO, Kim was responsible for the development and services of the Institutional Retirement Plan Services Division. Kim has been very active in the consultation, services and the administration of retirement plans throughout the country. Kim has industry experience as a consultant to a regional Third-Party Administrator in management, services, and technology. Kim has been a featured industry expert speaker and panelist at various conferences to include Fidelity, Charles Schwab, and Newport Group. He has been quoted in national publications to include the Wall Street Journal. He is a member of the National Association of Plan Advisor’s (NAPA) Government Affairs Committee with regular interface with government agencies and congress regarding issues related to retirement planning.
Kim serves on industry Advisory Boards to include Fidelity, Principal, and PCS/ABG. Kim received his B.S. degree in Economics from Brigham Young University. Kim has earned the Accredited Investment Fiduciary® professional designation from Fiduciary 360, Graduate School of Business, University of Pittsburgh.