T.J. Adams, CFP®  Partner

T.J. Adams, CFP®
Partner

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...
Hal Anderson  Founder, Managing Partner

Hal Anderson
Founder, Managing Partner

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 Lead Advisor Jake joined Soltis in 2019 and is currently a Lead Advisor in the Wealth Management Division. Jake spends most of his time servicing and developing relationships with high-net worth clients and prospects from Colorado and the Mid-West...
Kim D. Anderson, AIF®  Managing Partner

Kim D. Anderson, AIF®
Managing Partner

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...
Nathaniel (Fano) Barton

Nathaniel (Fano) Barton

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...