by soltisadmin | Apr 1, 2019
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...
by Kelli Holmstead | Feb 13, 2020
Mardie Dotseth Senior Advisor Mardie joined Soltis in 2020, equipped with a Series 7, Series 63, Series 65, and an Insurance License. As a Senior Advisor, she plays an integral role in delivering wealth advisory services to individual clients. This includes conducting...
by Kelli Holmstead | Dec 2, 2019
Ryan Ennis Senior Advisor Ryan became a valued member of the Soltis team in November 2019, bringing with him a wealth of experience garnered since 2011 in the financial services sector. Over the years, he has held diverse roles encompassing retail banking, IRA and...
by Kelli Holmstead | May 30, 2024
Mark Essenfeld, CFP®, AIF® Senior Advisor Mark joined Soltis in June 2024 as a Senior Advisor on the Midwest Team, bringing over 22 years of experience in financial advisory services. He specializes in helping clients understand the impact of their current financial...
by soltisadmin | Mar 30, 2019
Tyler Finlinson, CIMA® Managing Partner, Retirement Plan Services Tyler plays a pivotal role at Soltis, leading the firm’s efforts to provide fiduciary, investment, plan consulting, and participant services for our Institutional & Retirement Plan clients....
