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 | Sep 23, 2024
Tom Rasmussen, CFP® Wealth Management Advisor Tom Rasmussen is an Advisor at Soltis Investment Advisors, joining the firm in October 2024. He graduated from Utah Valley University (UVU) with a degree in Personal Financial Planning and is a CFP® professional. Prior to...
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...
