Soltis Investment Advisors
Kyle Neuenschwander is currently an Analyst Intern at Soltis Investment Advisors, where responsibilities include assisting senior advisors in creating portfolio recommendations and generating client portfolio reports. In addition, Kyle serves as a Customer Service Specialist at Utah Tech University while being a Student Athlete and captain for the Cross Country and Track & Field teams. Participation in the Student-Athlete Advisory Committee demonstrates a commitment to community service and inclusion efforts. Previous experience includes working as a Financial Service Advisor at Goldenwest Credit Union. Kyle is pursuing a Bachelor of Science in Finance at Utah Tech University, expected to graduate in December 2024.
Soltis Investment Advisors
Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.