Kelli Holmstead serves as Vice President of Operations at Soltis Investment Advisors, where she ensures the firm’s operations run efficiently and effectively. In her role, she oversees the trading team, manages the Human Resources department, leads the marketing team, coordinates the firm’s facilities operations, and manages software systems, including the implementation of new technologies to enhance operational efficiency.
Kelli studied Business Communication Office Technology at Utah Valley University and attended Snow College, where she studied Business Education. Her educational background, combined with her extensive experience, allows her to drive operational excellence while supporting team growth and fostering collaboration across all departments.
Outside of her professional life, Kelli enjoys spending time with her husband and son, engaging in outdoor activities, exploring her love for cooking, and is recently discovering the joys and frustrations of golfing.