by Kelli Holmstead | Jan 21, 2022
Nathaniel (Fano) Barton Retirement Advisor Fano joined Soltis in January of 2022 as a Retirement Advisor. He partners with executives and investment committee members to build, monitor, grow and update employer retirement and savings plans. He loves educating...
by soltisadmin | Mar 31, 2019
Christie Behunin, CEP® Partner, Midwest Regional Director Christie joined Soltis Investment Advisors in 2017. As a Partner and Regional Director, she leads the Midwest region and provides Wealth Management solutions to individual and institutional clients. She serves...
by soltisadmin | Mar 30, 2019
T. Matt Brann, CFA Partner Matt joined Soltis Investment Advisors in 2019 and leads the wealth advisory team in the Dallas/Fort Worth market. Additionally, Matt sits on the Alternative Investment Committee for Soltis and has responsibility for corporate strategic...
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 Trey Hiatt | Apr 26, 2023
Coltin Davis, CFP® Advisor In April of 2023, Coltin joined the team as an advisor in the wealth management division. He primarily works with clients throughout the southern states. Coltin attended Texas A&M University where he studied Business with a double minor...
