by Kelli Holmstead | Jun 1, 2023
Josh Hamblin Analyst/Advisor Josh joined Soltis in April of 2023 as a Retirement Advisor. In this role he works with 401(k) sponsors to determine how to best run their retirement plan, as well as work with plan participants to help them make the most of the retirement...
by Kelli Holmstead | Jan 5, 2024
Tyler Headlee Analyst Tyler joined the Soltis team in January of 2023 as a Wealth Management Analyst working with advisors providing service to our institutional and high net worth clients. Prior to joining, Tyler spent 7 years working for Goldmans Sachs in the Global...
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 Kelli Holmstead | May 25, 2022
Logan Holbrook Investment Associate Logan joined the Soltis team in April of 2022 after graduating from the University of Utah with a Bachelor of Science in Finance. He is a member of the Alternative Investments Team, performing due diligence and analysis of...
by soltisadmin | Mar 31, 2019
Jill Homer Analyst Jill joined Soltis Investment Advisors in May 2005. She works in the retirement plan division of Soltis as a team analyst for fund performance and changes. In this capacity, she educates new clients about their 401(k) plans by preparing...
