by soltisadmin | Mar 30, 2019
Tyler Finlinson, CIMA® Managing Partner, Retirement Plan Services Tyler plays a pivotal role at Soltis, leading the firm’s efforts to provide fiduciary, investment, plan consulting, and participant services for our Institutional & Retirement Plan clients....
by soltisadmin | Mar 31, 2019
Tyson Gillies Senior Advisor In August 2018, Tyson became an integral part of the Soltis team at the St. George Office, where he serves within the Wealth Management Division and Retirement Plan Services. Tyson earned his Bachelor of Science degree in Personal...
by Kelli Holmstead | Jun 1, 2023
Josh Hamblin Analyst/Advisor Josh joined Soltis in April 2023, assuming the position of Retirement Advisor. In this capacity, he collaborates with 401(k) sponsors to optimize the management of their retirement plans, while also providing guidance to plan participants...
by Kelli Holmstead | Jan 5, 2024
Tyler Headlee Analyst Tyler joined the Soltis team in January 2023, as a Wealth Management Analyst. In this capacity, he collaborates closely with advisors to deliver exemplary service to our institutional and high net worth clients. Prior to joining Soltis, Tyler...
by soltisadmin | Mar 28, 2019
Lon E. Henderson Chairman of the Board / Founder As founder and a principal partner of Soltis Investment Advisors, Lon Henderson is actively involved in the direction and future vision of this dynamic company. His experience is rooted in financial services, where he...
