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 Kelli Holmstead | Dec 4, 2019
Jacob Anderson Senior Advisor Jake joined Soltis in 2019 and is currently a Senior Advisor in the Wealth Management Division. Jake spends most of his time servicing and developing relationships with high-net worth clients and prospects from Colorado and the Mid-West...
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 Kelli Holmstead | Nov 2, 2021
Scott Barrett, CPA Controller/Compliance Specialist Scott joined the Soltis team in October of 2021 and will be assisting the CFO/CCO in all accounting and compliance responsibilities. In addition to being a licensed CPA, Scott has completed his Series 65...
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 region and provides Wealth Management solutions to individual and institutional clients. She serves...
