Hal Anderson

Hal Anderson

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 Advisor In September of 2019, Jacob joined the Soltis team as an intern and has since moved to the role of a Client Relationship Manager in the Salt Lake office. He has continued in this role since being hired. Jacob grew up in St. George and is...
Kim D. Anderson, AIF®

Kim D. Anderson, AIF®

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...
Nancy Bailey

Nancy Bailey

Nancy Bailey Client Relationship Manager Nancy joined Soltis in September 2013, having worked at a private investment advisor firm in Southern California for 18 years. She has a variety of experience in the industry including client servicing, compliance, operations,...
Christie Behunin, CEP®

Christie Behunin, CEP®

Christie Behunin, CEP® Managing Partner/Senior Advisor Christie joined Soltis Investment Advisors in 2017. She currently works as a Senior Advisor providing investment management solutions to individual Wealth Management and Institutional clients. Christie serves on...