Kelli Holmstead has been with Soltis for over 25 years and currently serves as the Director of Operations. She began her career at Soltis in 1997 as an Advisor Assistant and was promoted to Operations Manager in 1998. In her role, Kelli is responsible for daily interactions with the firm’s custodians, managing account and cost basis reconciliation, and overseeing all trading activities. She also handles billing and quarterly reporting for both the Wealth Management and 401k divisions.

Kelli possesses extensive knowledge of industry software and plays a key role in client analysis and presentations. She is also responsible for creating and designing marketing materials and ensuring the quality and consistency of Soltis branding.

Kelli studied Business Communication Office Technology at Utah Valley University and attended Snow College where she studied Business Education. Outside of her professional life, she enjoys spending time with her husband and son, engaging in outdoor activities, and participating in humanitarian work. She is an active member of 100 Women Who Care in St. George.