by Justin Egbert | Mar 13, 2025
Jake Buttefield Wealth Management Analyst 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,...
by Justin Egbert | Feb 28, 2025
James Camp Analyst James Camp is a Wealth Management Analyst in our Arizona office. He grew up in Las Vegas and graduated from Brigham Young University in May with a degree in Public Health. James is currently studying for the Series 65 license while supporting...
by Justin Egbert | Apr 29, 2025
Vivian Chen Senior Advisor Vivian Chen is a Senior Advisor at Soltis Investment Advisors, based in the Bellevue, Washington office. Fluent in Mandarin, Vivian currently serves a predominantly Asian clientele, providing tailored wealth management and investment...
by soltisadmin | Mar 31, 2019
Ammon Christensen Director of Alternative Investment Research Ammon began his tenure at Soltis Investment Advisors as an intern from August 2016 to July 2017. He rejoined Soltis as an Investment Associate in July 2018 and currently serves as the Director of...
by soltisadmin | May 16, 2019
Syd Cottle Client Relationship Manager Sydnie joined Soltis in December 2017 as a receptionist in the St. George office, a position she held for 18 months before advancing to the Client Service team as a Client Relationship Manager. A native of St. George, Sydnie...
