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 to provide support for both the Retirement Plan and Wealth Management divisions. In 2017 T.J. became a Senior Advisor and currently works directly...
by soltisadmin | Mar 30, 2019
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...
by Kelli Holmstead | Dec 4, 2019
Jacob Anderson Lead Advisor Jake has been with Soltis since 2019. Jake has worked in many different positions with the firm including: Client Relationship Manager, Analyst, and Lead Advisor. He graduated from Utah Valley University in Financial Planning and has...
by soltisadmin | Mar 30, 2019
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...
by Kelli Holmstead | Jan 21, 2022
Nathaniel (Fano) Barton Retirement Advisor Fano joined Soltis in January of 2022 as a Retirement Advisor. He partners with executives and investment committee members to build, monitor, grow and update employer retirement and savings plans. He loves educating...
