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 with a Series 7, Series 63, Series 65 and an Insurance License. She currently works as a Senior Advisor actively involved in providing wealth advisory services to individual clients, including client reviews,...
by Kelli Holmstead | Jan 5, 2024
Mason Ekker Analyst/Advisor Mason Joined Soltis in 2024 and is currently an Analyst/Advisor for the Midwest Team. Mason spends most of his time building detailed financial plans, making recommendations, and providing portfolio analysis to help fulfill client’s goals....
by Kelli Holmstead | Dec 2, 2019
Ryan Ennis Senior 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) sponsors and...
by soltisadmin | Mar 30, 2019
Tyler Finlinson, CIMA® Managing Partner, Retirement Plan Services In Tyler’s role at Soltis, he helps lead the firm’s effort in providing fiduciary, investment, plan consulting and participant services for our Institutional & Retirement Plan clients. He has two...
