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 […]
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 […]
Diana Welshans
Diana joined Soltis Investment Advisors in January 2025 as a Client Relationship Manager, bringing over 15 years of experience in the finance industry. She earned a bachelor’s degree in Interdisciplinary Studies with honors from the University of Michigan-Flint in 2024. She is excited to build strong, lasting relationships with clients and help them navigate their […]
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 […]
Rylea Yarber
Rylea Yarber joined Soltis Investment Advisors as a Service Specialist/Receptionist. A 2022 graduate of Desert Hills High School, she honed her creative talents as the main editor of her high school yearbook. Passionate about animals, Rylea cares for three beloved pets. She cherishes quality time with friends and family, thrives on the excitement of travel […]
Shawn S. Woods, CFA
Shawn is the Director of Investment Research at Soltis Investment Advisors, where he oversees the firm’s screening, due diligence, and monitoring of public investments. He has developed proprietary tools to enhance the firm’s investment management process. Shawn also serves as a portfolio manager for several investment portfolios, including the Soltis Equity Income Stock portfolio, Soltis […]
