Lon E. Henderson
Chairman of the Board

As founder and a principal partner of Soltis Investment Advisors, Lon Henderson is actively involved in the direction and future vision of this dynamic company. His experience is rooted in financial services, where he began his career with Foster & Marshall, Inc., Shearson American Express and Shearson Lehman Brothers, serving as a member of Shearson Lehman Brothers President’s and Chairman’s Council.

His extensive background in business management, portfolio asset management and private equity analysis, and funding provide unique insights to create, build and manage wealth for Soltis clients. Lon has a B.S. from Brigham Young University. He is involved in, and serves on, numerous boards for business, community, and humanitarian organizations. 

Let us help you manage your wealth today.

Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101

Or Email Us:
wealth@soltisadvisors.com

St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101

 

Meet the Team


Lon E. Henderson
Chairman of the
Board

Hal Anderson
President, Chief Executive Officer, CIO

Kim D. Anderson
AIF®
Retirement Plan
Services
Lon E. Henderson Chairman of the Board
Tyler Wilkinson
Chief Financial Officer,
Chief Compliance
Officer

Clark V. Taylor
Vice President Wealth
Management Services

Tyler Finlinson, CIMA
Director of Business
Development / Senior
Advisor

Brent Moore, CIMA
Senior Advisor

Bill Wallace, CFA
CIO & Director of Research

Shawn Woods
Senior Advisor

TJ. Adams
Senior Advisor

David Sentman
Advisor/Analyst

Lindsey Lewis
Education Coordinator

Ben Justice
Analyst/Advisor

Kelli Holmstead
Operations Manager

Sharon Larsen
Client Relationship
Manager

Nancy Bailey
Client Relationship
Manager

Joyce Madsen
Administrative Assistant

Jill Homer
Analyst

Jeffrey Leavitt
Analyst/Advisor

Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

More Information

National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

Our Brochure

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Soltis Investment Advisors