Hal Anderson  Founder, Managing Partner

Hal Anderson
Founder, Managing Partner

Hal Anderson Managing Partner / Co-founder Hal is a co-founder of the firm and 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...
Jacob Anderson

Jacob Anderson

Jacob Anderson Lead Advisor Jake has been with Soltis since 2019. Jake has worked in many different positions with the firm including: Client Relationship Manager, Analyst, and Lead Advisor. He graduated from Utah Valley University in Financial Planning and has...
Kim D. Anderson, AIF®  Managing Partner

Kim D. Anderson, AIF®
Managing Partner

Kim D. Anderson, AIF® Managing Partner, President, CEO Kim Anderson has been with Soltis since 1998. Kim began his career in the financial industry as a consultant with Prudential Insurance Company, licensed in company and individual pensions, mutual funds and...
Scott Barrett, CPA

Scott Barrett, CPA

Scott Barrett, CPA Assistant 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...
Christie Behunin, CEP®  Partner

Christie Behunin, CEP®
Partner

Christie Behunin, CEP® Partner, Senior Advisor Christie joined Soltis Investment Advisors in 2017. As a Partner and Senior Advisor, she leads the Mid-West Division and provides Wealth Management solutions to individual and institutional clients. She serves on the...