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 […]
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), […]
Melissa Patton
Melissa joined the Soltis team in 2021 as a Client Relationship Manager. Prior to Soltis, she has held various leadership and management roles over a 15-year period. Melissa graduated Dixie State University with her Bachelor’s in Criminal justice, majoring in Criminology, with a minor in Psychology. She loves working with people and is passionate about […]
Amanda Manzano
Amanda joined Soltis in May 2024 as a Client Relationship Manager on the Wealth Management Team. She brings over eight years of experience from InfoWest, where she worked in customer service, billing, sales, and sales administration, including fleet management. Amanda is passionate about building positive relationships with clients and addressing their needs effectively. Outside of […]
Jody Kimball
Jody joined Soltis Investment Advisors in February 2021 as a Client Relationship Manager. In her role, she focuses on servicing Wealth Management clients. Before joining Soltis, Jody gained valuable experience in the mortgage industry in Southern California and also worked as a paraprofessional, teaching science at the elementary school level. Jody is now an empty […]
Kaitlyn Kidman
Kaitlyn joined Soltis Investment Advisors in 2015 as a Service Specialist/Receptionist, demonstrating strong organizational skills and a talent for working with people. After gaining further experience in various roles, she returned to Soltis in July 2022 as a Client Relationship Manager, where she continues to excel in client service and relationship management. Kaitlyn, a native […]
Aubrey Dye
Aubrey returned to the Soltis team in 2023, assuming the role of Client Relationship Manager. She initially joined Soltis in 2020 but temporarily left to Southern California for 18 months, where she dedicated her time to various community service initiatives across different locations. Aubrey pursued her education at Utah Tech University in Southern Utah majoring […]
