by soltisadmin | Mar 30, 2019
T.J. Adams, CFP® Partner, Senior Advisor T.J. Adams joined Soltis Investment Advisors in 2013 as an Investment Analyst, supporting both the Retirement Plan and Wealth Management divisions. In 2017, he advanced to the role of Senior Advisor, where he now works directly...
by soltisadmin | Mar 30, 2019
Hal Anderson Managing Partner / Co-founder Hal has been instrumental in the growth and vision of Soltis Investment Advisors. He served as President and Chief Executive Officer from July 2013 to 2017, after holding the positions of Executive Vice President, Chief...
by Kelli Holmstead | Dec 4, 2019
Jacob Anderson Senior Advisor Jake joined Soltis in 2019 and is currently a Senior Advisor in the Wealth Management Division. He primarily focuses on servicing and developing relationships with high-net-worth clients and prospects in Colorado and the Midwest region....
by soltisadmin | Mar 30, 2019
Kim D. Anderson, AIF® Managing Partner, President, CEO Kim Anderson has been with Soltis for over 25 years and currently serves as the President and Chief Executive Officer (CEO), a role he has held since 2017. He collaborates with Managing Partners to oversee the...
by Kelli Holmstead | Apr 24, 2023
Mitch Anderson, CFA Portfolio Manager As a Portfolio Manager within Soltis’ Investment Division, Mitch leverages his quantitative skills to assess and navigate market landscapes, making informed investment decisions for our clients. With a career primarily based...
