In April of 2023, Coltin joined the team as an advisor in the wealth management division. He primarily works with clients throughout the southern states.
Coltin attended Texas A&M where he studied Business with a double minor in Financial Planning and Communication. His financial planning coursework at Texas A&M allowed him to take the Certified Financial Planner™ exam in July 2022; he’s currently waiting to obtain his CFP® marks. Additionally, he’s passed the Series 7, Series 66, and his Life and Health insurance license. Prior to Soltis, Coltin worked at another local Dallas investment firm that specialized in high-net-worth clients.
When Coltin isn’t working, he likes to travel and try new recipes with his wife, Colby. His other hobbies include working out, playing golf, and cheering on the Fightin’ Texas Aggies.