Baylee Calvert
Information coming soon!…
Dani Westwood
Coming Soon…
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 […]
Lindsey Wall
Lindsey joined Soltis in April 2023, assuming the role of Client Relationship Manager at the Texas office. Born in Colorado and raised in Texas, Lindsey’s journey led her to Utah, where she pursued studies in Interior Design. Following her academic pursuits, Lindsey transitioned to California, where she spent eight years working for an insurance broker, […]
Tom Rasmussen, CFP®
Tom Rasmussen is an Advisor at Soltis Investment Advisors, joining the firm in October 2024. He graduated from Utah Valley University (UVU) with a degree in Personal Financial Planning and is a CFP® professional. Prior to joining Soltis, Tom built his career at Fidelity Investments and gained experience working for several Registered Investment Advisors (RIAs), […]
Jason Rasmussen, CFP®
Jason Rasmussen brings a wealth of experience to his role as a Senior Advisor at Soltis Investment Advisors. With a focus on client wealth planning and consulting across various life stages, Jason guides clients through retirement, transition, and income planning. Prior to joining Soltis Investment Advisors, Jason was a Managing Director and Senior Wealth Advisor […]
Melissa Patton
Melissa joined the Soltis team in 2021 as a Client Relationship Manager. Prior to Soltis, she has held various leadership and management roles over a 15-year period. Melissa graduated Dixie State University with her Bachelor’s in Criminal justice, majoring in Criminology, with a minor in Psychology. She loves working with people and is passionate about […]
Amanda Manzano
Amanda joined Soltis in May 2024 as a Client Relationship Manager on the Wealth Management Team. She brings over eight years of experience from InfoWest, where she worked in customer service, billing, sales, and sales administration, including fleet management. Amanda is passionate about building positive relationships with clients and addressing their needs effectively. Outside of […]
Angelica Lawrence
Angelica is an Executive Assistant at the Soltis Texas office. Originally from Venezuela, she moved to Texas seven years ago and has since made it her permanent home. Angelica holds a bachelor’s degree in nursing. In her personal time, she enjoys going to the gym, practicing yoga, and spending time with family and friends.
