John Price
Controller Extraordinaire… (Information Coming Soon).
Dani Westwood
Coming Soon…
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 […]
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 […]
Krista Young
Krista began her financial career with Goldman Sachs in 2018. Prior to joining Soltis, she served as a Wealth Advisor with Legacy Wealth. Currently, Krista is studying for her Certified Financial Planner designation, which she aims to obtain later this year. Within the Individual Wealth Management division on the Mid-West Team, Krista serves as a […]
Jedd Wilson
Jedd began his career in the financial services industry with Fidelity Investments in 1993, where he held various roles including Vice President/Regional Mutual Fund Consultant, Regional Vice President, and Private Offerings Manager. As a Regional Mutual Fund Consultant, Jedd spent one week each quarter in Boston for five years, meeting with Fidelity’s portfolio managers. He […]
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 […]
