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 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
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 Justin Egbert | Apr 29, 2025
Vivian Chen Senior Advisor Vivian Chen is a Senior Advisor at Soltis Investment Advisors, based in the Bellevue, Washington office. Fluent in Mandarin, Vivian currently serves a predominantly Asian clientele, providing tailored wealth management and investment...
