Jacob Taggart
Trader/Operations Extraordinaire…(Information Coming Soon).
Anna Young
Anna Young joined the Soltis team in January of 2025, bringing her dynamic skills and dedication to her role as an Executive Assistant to Christie Behunin. In her role, Anna plays a pivotal part in managing client scheduling, preparing detailed reports for advisors, coordinating travel arrangements for executives, and handling a wide range of other […]
Dani Westwood
Coming Soon…
Travis Johnstone
Travis grew up in Calgary, Alberta. He enjoys dirt biking, traveling, and playing competitive hockey. He is set to graduate from Utah Tech University in May 2025 with a Bachelor’s degree in Finance. Since moving to Utah in early 2021, he met his fiancée and they are planning to marry in August 2025. Travis loves […]
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 […]
Tyler Jackson, AFC®
Tyler Jackson, AFC®, is a retirement Advisor in the Lehi Office. With a strong background in financial education, he is dedicated to helping clients navigate all aspects of their retirement journey with confidence and clarity. As an Accredited Financial Counselor®, Tyler brings a deep understanding of personal finance, financial education, and the relationship we have […]
Sam Julkunen
Coming Soon…
Jake Butterfield
Jake is a member of the Soltis Wealth Management analyst team, where he assists advisors in streamlining their workflow and enhancing the overall client experience. Originally from St. George, Utah, Jake and his wife, Amelia, embrace the unknown and find joy in creating opportunities for their son, Lewis. When he’s not with his family, Jake […]
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 […]
Ryan Croy
Ryan joined Soltis in 2025 and currently serves as an Advisor in the Wealth Management Division. His primary focus is on nurturing and developing relationships with high-net-worth clients and prospects in Colorado. Ryan assists clients in crafting customized investment portfolios that align with their unique objectives and financial planning requirements. Ryan holds a Bachelor of […]
