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 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 soltisadmin | Mar 31, 2019
Christie Behunin, CEP® Partner, Midwest Regional Director Christie joined Soltis Investment Advisors in 2017. As a Partner and Regional Director, she leads the Midwest team and provides Wealth Management solutions to individual and institutional clients. She serves on...
by soltisadmin | Mar 30, 2019
T. Matt Brann, CFA Partner Matt joined Soltis Investment Advisors in 2019 and leads the wealth advisory team in the Dallas/Fort Worth market. Additionally, Matt sits on the Alternative Investment Committee for Soltis and has responsibility for corporate strategic...