February 3, 2019
Soltis Investment Advisors has been serving clients nationwide from its offices in Salt Lake City and St. George Utah since 1993. The investment firm is now expanding its presence in the Dallas/Fort Worth area with additional staff and a new office location. Matt Brann, CFA, Managing Director of Strategic Partnerships at Soltis Investment Advisors, has been personally serving clients in the area for over fifteen years. He will be joined in our Texas office by Certified Financial Planners Jason Rasmussen and Glenn Koehl. Jason and Glenn each have more than 25 years of experience working in the industry and specialize in working with high net worth families and corporate retirement plans. As part of the expansion, Soltis is opening a new physical office located at 2131 E. Kirkwood, Suite 130 Southlake, TX 76092. “We are pleased to expand our presence in the Dallas/Fort Worth market with additional staff and a new office. This expansion will help our highly qualified staff to continue serving the individual needs of clients in the area,” says Managing Partner and CEO, Kim Anderson. “The trust and support our clients have placed in us have made this expansion possible, and we are excited to keep serving them for many years in this additional location.