by Kelli Holmstead | Nov 2, 2021
Scott Barrett, CPA Controller/Compliance Specialist Scott joined the Soltis team in October 2021 and is currently assisting the CFO/CCO in all accounting and compliance responsibilities. As a licensed CPA, Scott brings a wealth of expertise to his role and has further...
by Justin Egbert | Dec 19, 2024
Casey Barrus Chief Financial Officer Coming...
by Kelli Holmstead | Jan 21, 2022
Nathaniel (Fano) Barton Retirement Advisor Fano joined Soltis in January 2022 as a Retirement Advisor, focusing on partnering with executives and investment committee members to develop, monitor, enhance, and revise employer retirement and savings plans. He is...
by soltisadmin | Mar 31, 2019
Christie Behunin, CEP® Partner, Midwest Regional Director Christie joined Soltis Investment Advisors in 2017 and currently serves as Partner and Midwest Regional Director. In this capacity, she leads a team of advisors, delivers tailored investment solutions and...
by Kelli Holmstead | Jul 6, 2022
Becky Bingham Client Relationship Manager Becky joined Soltis in June 2022 as a Client Relationship Manager. She studied Business at Salt Lake Community College. Prior to joining Soltis, Becky worked as a Trust Administrator in the Personal Trust & Investment...
