by Trey Hiatt | Apr 26, 2023
Maggie Scanlon Investment Associate Maggie brings her expertise to the Soltis team as an Investment Associate since April 2023. Within the Alternative Investments Team, she conducts due diligence and analysis of alternative assets under the guidance of the Managing...
by Kelli Holmstead | Aug 26, 2022
Melissa Spragg, CPFA®, NQPC™ Advisor Melissa brings a wealth of experience and expertise to her role as a Certified Plan Fiduciary Advisor (CPFA®) at Soltis, where she upholds a steadfast commitment to serving her clients’ best interests. Prior to joining our...
by Kelli Holmstead | Aug 14, 2023
Derek Tanuvasa, CFP®️ Retirement Advisor Derek joined the firm in August 2023 as a Retirement Advisor at Soltis Investment Advisors. With over four years in financial services, Derek’s focus encompasses comprehensive financial planning and investment advice. He...
by soltisadmin | Mar 30, 2019
Clark V. Taylor, CFP® Managing Partner, Wealth Management Clark joined Soltis Investment Advisors in late 2003. Since that time, he has been dedicated to nurturing professional relationships with clients and guiding them towards their financial goals and objectives. ...
by Kelli Holmstead | May 25, 2022
Jake Wagner Lead Advisor Jake joined Soltis in 2022, assuming the role of Lead Advisor within the Wealth Management Division and contributing as a member of the Mid-West Team. In this capacity, Jake is dedicated to guiding individuals through portfolio management,...
