Dani Westwood
Coming Soon…
Jonathan Saculles
Jonathan joined Soltis in May 2024 as an Investment Analyst Intern, supporting the Public Investment team, working closely with the Director of Investment Research and senior professionals. He is currently pursuing a bachelor’s degree in finance at Utah Tech University (UTU) and is set to graduate in May 2025. During his time at UTU, Jonathan […]
Jeff Harris
Jeff joined Soltis in March 2025 to help lead the company’s inorganic growth efforts. With extensive experience from his time at Carson Group, Jeff spent 8 years playing a key role in the firm’s external M&A efforts, contributing significantly to its growth. During his tenure, Carson saw remarkable expansion, growing from $5B in AUM to […]
Jennifer Zenko
Jennifer was born in California and primarily raised in Northern Virginia. She attended Virginia Commonwealth University, earning a Bachelor of Science in Business Administration with a concentration in Human Resources. After graduating in 2018, Jennifer briefly lived in St. George, Utah, before moving to Savannah, Georgia. In December 2021, Jennifer returned to St. George and […]
Krista Young
Krista began her financial career with Goldman Sachs in 2018. Prior to joining Soltis, she served as a Wealth Advisor with Legacy Wealth. Currently, Krista is studying for her Certified Financial Planner designation, which she aims to obtain later this year. Within the Individual Wealth Management division on the Mid-West Team, Krista serves as a […]
Austin Wilcox
Austin joined Soltis in 2022 and currently serves as a Lead Advisor in the Wealth Management Division, contributing his expertise to the Midwest Team. In his capacity, Austin is dedicated to guiding individuals through the intricacies of portfolio management and investment solutions. He works closely with clients to discern their financial aspirations and crafts comprehensive […]
Lindsey Wall
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 Design. Following her academic pursuits, Lindsey transitioned to California, where she spent eight years working for an insurance broker, […]
Jake Wagner
Jake joined Soltis in 2022, assuming the role of Lead Advisor within the Wealth Management Division and contributing as a member of the Mid-West Team. In this capacity, Jake is dedicated to guiding individuals through portfolio management, offering tailored investment solutions, and providing comprehensive financial and retirement planning services. His academic foundation includes a Bachelor […]
Tom Rasmussen, CFP®
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 joining Soltis, Tom built his career at Fidelity Investments and gained experience working for several Registered Investment Advisors (RIAs), […]
Jason Rasmussen, CFP®
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, transition, and income planning. Prior to joining Soltis Investment Advisors, Jason was a Managing Director and Senior Wealth Advisor […]
