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 […]
Scott Barrett, CPA
Scott joined Soltis Investment Advisors in 2021 as the Controller, initially supporting the firm’s accounting and finance functions alongside CFO and CCO Tyler Wilkinson. Thanks to the firm’s smaller size at the time, he also gained valuable experience in operations, compliance, and client advisory work — sparking a passion that led him to transition full-time […]
Kim D. Anderson, AIF®
Kim Anderson has been with Soltis for over 27 years and currently serves as the President and Chief Executive Officer (CEO), a role he has held since 2017. He collaborates with Managing Partners to oversee the services provided by the Wealth Management and Institutional Retirement Divisions. Kim began his career in the financial industry as […]
Jacob Anderson
Jake joined Soltis in 2019 and is currently a Senior Advisor in the Wealth Management Division. He primarily focuses on servicing and developing relationships with high-net-worth clients and prospects in Colorado and the Midwest region. Jake assists clients in creating customized investment portfolios that align with their unique goals and financial planning needs. Jake graduated from Utah […]
Hal Anderson
Hal has been instrumental in the growth and vision of Soltis Investment Advisors. He served as President and Chief Executive Officer from July 2013 to 2017, after holding the positions of Executive Vice President, Chief Financial Officer, and Chief Investment Officer since 1993. Additionally, Hal served as the firm’s Chief Compliance Officer. After a three-year […]
