AJ Wilcox
AJ joined Soltis in 2021 and currently serves as a Trader/Operations Specialist. Initially starting as a Service Specialist/Receptionist, he quickly distinguished himself through his exceptional organizational and customer service skills. His dedication and competence led to a transition in 2023 to the Operations team, where he now excels in his role as Trader/Operations Specialist. Additionally, […]
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 […]
Bill Wallace, CFA
As Chair of Public Investments, Bill plays a pivotal role in spearheading, formulating, and executing investment strategies for Soltis’ diverse clientele, encompassing both individual and institutional sectors. With a rich background in investment management spanning over four decades, Bill brings a wealth of experience to his role. Prior to joining Soltis in 2014, he served […]
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 […]
Min Than
Min became an integral part of the Soltis team in November 2022, assuming the role of Trader/Operations Specialist. Originally from Vietnam, she ventured to the U.S. in 2016 to pursue higher education, demonstrating her dedication to personal and professional growth. With a Bachelor’s Degree in Finance from Dixie State University, Min brings a solid academic […]
Clark V. Taylor, CFP®
Clark’s tenure at Soltis Investment Advisors since 2003 has been defined by his dedication to nurturing professional relationships with clients and guiding them towards their financial objectives. As a shareholder and member of the Board of Managers, he plays a pivotal role in shaping the firm’s strategic direction. With a wealth of experience spanning corporate […]
Derek Tanuvasa, CFP®, CPFA®
Derek joined the firm in August 2023 as a Retirement Advisor at Soltis Investment Advisors. With over four years in financial services, Derek’s focus encompasses comprehensive financial planning and investment advice. He collaborates closely with investment committees and participants, crafting tailored plans to secure their financial futures. Derek’s educational background is equally impressive, with a […]
Britain Sudol
Britain, a seasoned HR professional, brings a wealth of experience and a passion for people to his role. Raised in the heart of the Salt Lake Valley, he developed a deep appreciation for Utah’s diverse outdoor offerings. Britain is devoted to his family, finding joy in spending quality time with his beautiful wife and two […]
Cory Stevens
Cory brings a wealth of experience and enthusiasm to his role as a Trader/Operations Specialist at Soltis. With a background in systems and process improvement, as well as operations, Cory is committed to ensuring seamless and efficient operations within the firm. He obtained his Series 7 License while working at a Broker Dealer in Scottsdale, […]
Melissa Spragg, CPFA®, NQPC™
Melissa brings a wealth of experience and expertise to her role as a Certified Plan Fiduciary Advisor (CPFA®) at Soltis, where she upholds a steadfast commitment to serving her clients’ best interests. Prior to joining our team, Melissa cultivated a diverse professional background, working with high-net-worth individuals and businesses, owning a successful small business, and […]
