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 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...
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 soltisadmin | Mar 30, 2019
Clark V. Taylor, CFP® Managing Partner, Wealth Management Clark’s tenure at Soltis Investment Advisors since 2003 has been defined by his dedication to nurturing professional relationships with clients and guiding them towards their financial objectives. As a...
by soltisadmin | Mar 30, 2019
Tyler Wilkinson Managing Partner, Chief Financial Officer, Chief Compliance Officer Since 2013, Tyler has served as both the Chief Financial Officer and Chief Compliance Officer at Soltis Investment Advisors. In addition to his executive roles, he is an Executive and...
