Leah Cogguillo
Leah joined Soltis in 2024 as a Wealth Management Analyst in the Salt Lake City office. Originally from Milford, Connecticut, Leah recently graduated from Yale University with a degree in Economics. While Leah has a strong connection to the East Coast, she is excited to embrace the outdoor lifestyle that Utah offers, including skiing, hiking, […]
Sydnie Cottle
Sydnie joined Soltis in December 2017 as a receptionist in the St. George office, a position she held for 18 months before advancing to the Client Service team as a Client Relationship Manager. A native of St. George, Sydnie attended Dixie State University, where she studied Communications and Science. Sydnie and her husband, Hayden, are […]
Ammon Christensen
Ammon began his tenure at Soltis Investment Advisors as an intern from August 2016 to July 2017. He rejoined Soltis as an Investment Associate in July 2018 and currently serves as the Director of Alternative Investment Research. Under the guidance of the Managing Director of Alternatives, Hal Anderson, Ammon conducts due diligence and analysis on […]
Lisa Bundy
Lisa joined Soltis in September 2023 as a Client Relationship Manager. Before joining Soltis, she spent ten years as Lead Court Clerk in a Justice Court and previously worked as an Assistant Bookkeeper and in Customer Service for a major grocery store chain. Lisa is a devoted mother to her five children and enjoys spending […]
Nathaniel (Fano) Barton
Fano joined Soltis in January 2022 as a Retirement Advisor, focusing on partnering with executives and investment committee members to develop, monitor, enhance, and revise employer retirement and savings plans. He is dedicated to empowering employees through education on utilizing workplace plans and crafting personalized financial strategies. With a wealth of experience as a workplace […]
Casey Barrus
Chief Financial Officer Extraordinaire…. (Information Coming Soon).
Mitch Anderson, CFA
As a Portfolio Manager within Soltis’ Investment Division, Mitch leverages his quantitative skills to assess and navigate market landscapes, making informed investment decisions for our clients. With a career primarily based in Chicago, IL, Mitch initially served at William Blair & Co., later transitioning to a Portfolio Manager role at Covenant Trust, a multibillion-dollar trust […]
