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 joined Soltis in 2019 and is currently a Lead 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...
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 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...
Scott Barrett, CPA

Scott Barrett, CPA

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...
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...