by soltisadmin | Mar 30, 2019
T. Matt Brann, CFA Partner Matt joined Soltis Investment Advisors in 2019 and currently serves as the leader of the wealth advisory team in the Dallas/Fort Worth market. In addition to his role, he sits on the Alternative Investment Committee and oversees corporate...
by Kelli Holmstead | Nov 29, 2021
Ruth Brann Client Relationship Manager Ruth joined the Soltis team in May 2021 as a Client Relationship Manager. She holds a bachelor’s degree in Marriage and Family Studies from Brigham Young University. Prior to her tenure at Soltis, Ruth served as a Child...
by Kelli Holmstead | Nov 29, 2021
Bernard J. Braudis Managing Director Bernie brings over 25 years of client management experience to Soltis Investment Advisors. He partners with his clients to help them define needs, objectives and risk tolerance to then create financial plans and projections which...
by Kelli Holmstead | Sep 18, 2020
Rebecca Briesmaster Client Relationship Manager Rebecca joined Soltis as a Client Relationship Manager in the Southlake, Texas office in September 2020. Growing up in a military family, she moved frequently across the country. Rebecca earned a bachelor’s degree in...
by Kelli Holmstead | Sep 15, 2023
Lisa Bundy Client Relationship Manager Lisa joined Soltis in September 2023 as a Client Relationship Manager. Before joining Soltis, she spent ten years as Lead Court Clerk in a Justice Court and previously worked as an Assistant Bookkeeper and in Customer Service for...
