Marcus Littlewood
Marcus joined Soltis in 2024 as an advisor for clients in the Southwest region. Before embarking on his career in finance, Marcus spent eight seasons playing professional baseball for the Seattle Mariners and Arizona Diamondbacks organizations. Marcus earned his B.A. in Business Management from Brigham Young University, where he also volunteered as a coach for […]
Samuel Gardiner
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 […]
Sharon Kendall
Sharon Kendall is the Director, Customer Care at Soltis Investment Advisors, bringing over 30 years of expertise in wealth management client relationships. In her role, she oversees the Client Relationship Manager (CRM) team, focusing on training, best practices, and fostering a culture of exceptional customer care. Her strong organizational judgment and planning skills streamline workflow […]
Caden Keate
Caden Keate is an Investment Analyst on the Public Investment team at Soltis, working closely with senior professionals, Bill and Shawn. He graduated from Brigham Young University (BYU) in May 2024 with a degree in Finance. During his time at BYU, Caden was actively involved in student organization like Brigham Capital, where he served as […]
Ben Justice
Ben Justice joined Soltis Investment Advisors in 2016, bringing his expertise in investment management solutions to both individual and institutional clients. As a Senior Advisor, he is also a key member of the Asset Class Specialist team, focusing on small and mid-cap markets. Ben earned a Bachelor of Science degree in Business Management with an […]
Hunter Johnson
Hunter joined the Soltis team in May of 2021 as an Investment Associate. In this role, he collaborates closely with the Chief Investment Officer, Director of Investment Research, and Senior Investment Associate, conducting meticulous due diligence and analysis on the firm’s investments. Graduating with a B.S. in Finance from the University of Utah in May […]
Spencer Humphrey, CRPC®
Spencer joined Soltis in 2020 as a Senior Advisor, primarily focusing on wealth management clients in the Arizona and Southern California market. His role extends beyond client service to encompass active participation in the firm’s business development initiatives, often representing Soltis at various industry forums. Before joining Soltis, Spencer held positions as an advisor in […]
Jill Homer
Jill joined Soltis Investment Advisors in May 2005. She works in the retirement plan division as a team analyst specializing in fund performance and changes. Her responsibilities extend to educating new clients on their 401(k) plans through the preparation of informational literature, assembly of enrollment booklets, and active participation in training programs. Furthermore, Jill assists […]
