T.J. Adams, CFP®

T.J. Adams, CFP®

T.J. Adams, CFP® Senior Advisor T.J. Adams joined Soltis Investment Advisors in 2013 as an Investment Analyst to provide support for both the Retirement Plan and Wealth Management divisions. In 2017 T.J. became a Senior Advisor and currently works directly with...
Hal Anderson

Hal Anderson

Hal Anderson Managing Partner / Co-founder Hal is a co-founder of the firm and has been instrumental in the growth and vision of the firm. Hal has served as President and Chief Executive Officer for Soltis Investment Advisors from July 2013-2017. Prior to this, Hal...
Jacob Anderson

Jacob Anderson

Jacob Anderson Advisor In September of 2019, Jacob joined the Soltis team as an intern and has since moved to the role of a Client Relationship Manager in the Salt Lake office. He has continued in this role since being hired. Jacob grew up in St. George and is...
Kim D. Anderson, AIF®

Kim D. Anderson, AIF®

Kim D. Anderson, AIF® Managing Partner, President, CEO Kim Anderson has been with Soltis since 1998. Kim began his career in the financial industry as a consultant with Prudential Insurance Company, licensed in company and individual pensions, mutual funds and...
Taylor Beckwith

Taylor Beckwith

Taylor Beckwith Advisor Taylor joined Soltis Investment Advisors in 2017 as a Client Relationship Manager and has since transitioned as an Advisor. She received a Bachelor of Science degree in Finance from Utah Valley University and a MBA from Southern Utah...