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 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 served as Executive Vice...
by Kelli Holmstead | Dec 4, 2019
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...
by soltisadmin | Mar 30, 2019
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...
by Kelli Holmstead | Apr 24, 2023
Mitch Anderson, CFA Portfolio Manager As a Portfolio Manager in Soltis’ Investment Division, Mitch uses his quantitative skills to measure and map market environments to make prudent investment decisions for our clients. Mitch spent most of his career in Chicago, IL,...
