Mission Statement:

We deliver personalized financial advice and wealth management strategies to help mitigate risk and to be a steward for our clients’ financial health and well-being.

Client Value Proposition:

We help those who want to increase their personal net worth. We help clients manage their wealth through recommending products and services for a strategic purpose: to help clients plan to achieve their financial goals. Our approach is refined, focused, and individually tailored to each client. Our goal is to always provide more value than our competition. Throughout the years of being in the business, our focus has not only been to expand our knowledge of both products and services, but to also assist with the emotional needs of our clients. We believe our financial planning strategy is the best way for you to plan to grow your personal net worth and accomplish your financial goals.


Our advisors

Scott Solomon

Scott Solomon

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Scott Solomon Visit Scott Solomon's website
Steve Hanna

Steve Hanna

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Steve Hanna Visit Steve Hanna's website

Our team

Rosie Robertson

Rosie Robertson

Client Relationship Manager

Qualifications

  • Rosie joined Solomon & Associates in March 2016, and brings with her years of customer service and event coordination experience.
  • Rosie enjoys meeting and getting to know each of our clients and strives to make every interaction with Solomon & Associates a positive experience.
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Mandy Denton

Mandy Denton

Practice Manager,

Client Concierge

Qualifications

  • Mandy has been with Solomon & Associates since 2015 and currently holds her Series 7, Series 66, and Life/Health Insurance licenses.
  • Mandy excels at providing a superior level of client service, and you will appreciate her efficiency and can-do attitude.
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Josh Chapman

Josh Chapman

Client Service Coordinator

Qualifications

  • Josh joined Solomon & Associates in June of 2020 after graduating with a Bachelor's degree in Personal Financial Planning and a minor in Business.
  • Josh is in the process of studying for the Series 7, Series 66, and the Life/Health Insurance licenses to become a client facing financial advisor.
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Jenna Hornbaker

Jenna Hornbaker

Client Service Coordinator

Qualifications

  • Jenna joined Solomon & Associates in June 2019 as an intern and joined full-time in June 2020 after graduating from KU with a Bachelor's in Marketing and a minor in Environmental Studies.
  • Jenna consistently delivers efficient and exceptional client service with a positive attitude.
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