Kelli Holmstead is the Operations Manager of Soltis Investment Advisors. Her employment began in 1997 as an Advisor assistant. She moved into the role of Operations Manager in 1998. Her responsibilities include daily interface with the firm’s custodians, including account and cost basis reconciliation. She is a member of the Soltis Investment Committee Board and is responsible for all trading activity. Kelli processes the billing and quarterly reporting for both Wealth Management and 401k divisions. She has extensive knowledge of industry software and is involved with client analysis and presentations. She creates and designs marketing collateral and manages the quality and consistency of Soltis branding.
Kelli studied Business Communication Office Technology at UVU and attended Snow College where she studied Business Education.