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 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...
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 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...
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...