by Kelli Holmstead | Aug 26, 2022
Jordan Jensen Advisor Jordan joined Soltis in 2022, assuming the role of Financial Advisor specializing in high-net-worth individuals and families across the Southern region. In this capacity, he is responsible for customized investment portfolios and comprehensive...
by Kelli Holmstead | Jan 30, 2020
Glenn Koehl, CFP® Senior Advisor As a Senior Advisor with Soltis Investment Advisors, Glenn is actively involved in providing wealth advisory services to individual clients. Before joining Soltis, Glenn was a Senior Wealth Advisor at SlateStone Wealth, responsible for...
by Kelli Holmstead | Aug 31, 2022
Angelica Lawrence Executive Assistant Angelica is an Executive Assistant at the Soltis Texas office. Originally from Venezuela, she moved to Texas seven years ago and has since made it her permanent home. Angelica holds a bachelor’s degree in nursing. In her...
by Kelli Holmstead | Jan 30, 2020
Jason Rasmussen, CFP® Senior Advisor Jason Rasmussen brings a wealth of experience to his role as a Senior Advisor at Soltis Investment Advisors. With a focus on client wealth planning and consulting across various life stages, Jason guides clients through retirement,...
by Kelli Holmstead | Apr 24, 2023
Lindsey Wall Client Relationship Manager Lindsey joined Soltis in April 2023, assuming the role of Client Relationship Manager at the Texas office. Born in Colorado and raised in Texas, Lindsey’s journey led her to Utah, where she pursued studies in Interior...
