Matt Brann, CFA®

Matt Brann, CFA®

Matt Brann Managing Director of Strategic Partnerships Matt Brann is the Managing Director of Strategic Partnerships for Soltis Investment Advisors. Prior to Soltis, Mr. Brann was the Chief Strategic Officer at SlateStone Wealth, based in Jupiter Florida where he was...
Wayne DeMeester

Wayne DeMeester

Wayne DeMeester Senior Advisor After graduating from Brigham Young University with a Master of Business Administration in 1979, Wayne DeMeester began a successful career in the financial services industry that spanned nearly three decades. He spent 16 years with...
Mardie Dotseth

Mardie Dotseth

Mardie Dotseth Lead Advisor 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,...
Ryan Ennis, QKA CPFA

Ryan Ennis, QKA CPFA

Ryan Ennis Retirement Advisor Ryan joined the Soltis team in November 2019.  He has been in the financial services industry since 2011, and has held positions in retail banking, IRA and 401(k) operations, and financial advising.  He currently works with 401(k)...
Michael Espinosa, CFP®

Michael Espinosa, CFP®

Michael Espinosa, CFP® Retirement Advisor Michael joined Soltis in May of 2020 as an Retirement Advisor. He partners with 401k plans and individual participants to ensure better retirement outcomes that allow them to fulfil their most important endeavors. He works...