by soltisadmin | Mar 30, 2019
Brent Moore, CIMA® Managing Partner, Director of Business Development As a Senior Advisor at Soltis Investment Advisors, Brent plays an active role in delivering wealth advisory services to both individual and institutional clients. With a tenure starting in 2013,...
by Kelli Holmstead | Sep 12, 2023
Shawn Oram, AIF® Senior Retirement Advisor Shawn brings over 25 years of invaluable experience in the retirement industry to his role as a Senior Retirement Advisor at Soltis, having joined the firm in September of 2023. His extensive background includes serving as a...
by Kelli Holmstead | Jun 17, 2024
Paul Peterson Senior Wealth Management Advisor Paul Peterson serves as a Senior Wealth Management Advisor at Soltis, overseeing clients in the Northeast, including Massachusetts, New York, New Jersey, Maryland, and Connecticut. Before beginning his finance career,...
by Kelli Holmstead | Jan 30, 2020
Jason Rasmussen, CFP® Senior Advisor Jason Rasmussen brings a wealth of experience to his role as a Senior Advisor at Soltis Investment Advisors. With a focus on client wealth planning and consulting across various life stages, Jason guides clients through retirement,...
by Kelli Holmstead | Sep 23, 2024
Tom Rasmussen, CFP® Wealth Management Advisor Tom Rasmussen is an Advisor at Soltis Investment Advisors, joining the firm in October 2024. He graduated from Utah Valley University (UVU) with a degree in Personal Financial Planning and is a CFP® professional. Prior to...
