by soltisadmin | Mar 31, 2019
Ammon Christensen Director of Alternative Investment Research Ammon began his tenure at Soltis Investment Advisors as an intern from August 2016 to July 2017. He rejoined Soltis as an Investment Associate in July 2018 and currently serves as the Director of...
by Kelli Holmstead | Jul 31, 2024
Leah Cogguillo Analyst Leah joined Soltis in 2024 as a Wealth Management Analyst in the Salt Lake City office. Originally from Milford, Connecticut, Leah recently graduated from Yale University with a degree in Economics. While Leah has a strong connection to the East...
by Kelli Holmstead | Dec 2, 2019
Ryan Ennis Senior Advisor Ryan became a valued member of the Soltis team in November 2019, bringing with him a wealth of experience garnered since 2011 in the financial services sector. Over the years, he has held diverse roles encompassing retail banking, IRA and...
by Justin Egbert | Jan 21, 2025
Samuel Gardiner Wealth Management Analyst Sam Gardiner is a Wealth Management Analyst in our Salt Lake office. In this role, he develops comprehensive financial plans, provides strategic investment recommendations, and conducts portfolio analyses to help clients...
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...
