Mardie joined Soltis in 2020 with a Series 7, Series 63, Series 65 and an Insurance License. She currently works as a Lead Advisor actively involved in providing wealth advisory services to individual clients, including client reviews, financial and retirement planning, and investment oversight. Mardie has dedicated her entire career to serving people and has specialized in Management and Operational Departments. Prior to Soltis, she worked as an Advisor for CUSO Financial Services. Her experience in managerial customer service will be of benefit as she continues to service and assist clients in achieving their goals.
Her greatest success and enjoyment are her two daughters. They enjoy singing, dancing, live music and family gatherings. Their family loves to make people laugh and has a great time doing it.