by Kelli Holmstead | Aug 26, 2022
Jordan Jensen Advisor Jordan joined Soltis in 2022 and currently is a Financial Advisor for high-net worth individuals and families in the Southern region. He is responsible for customized investment portfolios and comprehensive financial planning to help clients...
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. Prior to Soltis, he was a Senior Wealth Advisor at SlateStone Wealth where he was responsible...
by Kelli Holmstead | Aug 31, 2022
Angelica Lawrence Executive Assistant Angelica is originally from Venezuela but moved to Texas 7 years ago and decided she never wants to leave. She has a bachelor’s degree in nursing. And she is currently an Executive Assistant for Soltis Texas office. When not...
by Kelli Holmstead | Jan 30, 2020
Jason Rasmussen, CFP® Senior Advisor Jason Rasmussen is a Senior Advisor for Soltis Investment Advisors. As a Senior Advisor, Jason is responsible for client wealth planning and consulting during all aspects of a client’s lifetime. This includes retirement planning,...
by Kelli Holmstead | Apr 24, 2023
Lindsey Wall Client Relationship Manager Lindsey started with Soltis in April 2023 as a Client Relationship Manager in the Texas office. She was born in Colorado, but grew up in Texas. She moved to Utah for school where she studied Interior Design. She later moved...
