by Justin Egbert | Apr 3, 2025
Jeff Harris M&A and Partnerships Jeff joined Soltis in March 2025 to help lead the company’s inorganic growth efforts. With extensive experience from his time at Carson Group, Jeff spent 8 years playing a key role in the firm’s external M&A efforts,...
by Kelli Holmstead | Jan 5, 2024
Tyler Headlee Analyst Tyler joined the Soltis team in January 2023, as a Wealth Management Analyst. In this capacity, he collaborates closely with advisors to deliver exemplary service to our institutional and high net worth clients. Prior to joining Soltis, Tyler...
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 2022 and served a dual-purpose role, as a Junior Wealth Advisor and Investment Analyst on the Alternative Investments Team. In 2023, Logan joined the Alternative Investments Team as an...
by soltisadmin | Mar 31, 2019
Jill Homer Analyst Jill joined Soltis Investment Advisors in May 2005. She works in the retirement plan division as a team analyst specializing in fund performance and changes. Her responsibilities extend to educating new clients on their 401(k) plans through the...
