by Kelli Holmstead | Nov 23, 2020
K. Lynn Kittrell, CFP® Senior Advisor K. Lynn joined the Midwest office of Soltis Advisors in 2020, where she serves as a Senior Advisor, providing investment and planning strategies to clients. She is a CERTIFIED FINANCIAL PLANNER™ professional. K. Lynn earned her...
by Kelli Holmstead | Jan 30, 2020
Glenn Koehl, CFP® Senior Advisor As a Senior Advisor with Soltis Investment Advisors, Glenn is actively involved in providing wealth advisory services to individual clients. Before joining Soltis, Glenn was a Senior Wealth Advisor at SlateStone Wealth, responsible for...
by Kelli Holmstead | Feb 5, 2024
Marcus Littlewood Advisor Marcus joined Soltis in 2024 as an advisor for clients in the Southwest region. Before embarking on his career in finance, Marcus spent eight seasons playing professional baseball for the Seattle Mariners and Arizona Diamondbacks...
by Kelli Holmstead | Apr 1, 2024
Tyler Leuning Senior Advisor Tyler Leuning is a Senior Advisor with Soltis Investment Advisors. He is dedicated to understanding his clients’ unique needs and values, believing that personalized attention is crucial for effective investing. Tyler focuses on...
by Kelli Holmstead | Sep 2, 2020
Bruce Merrell Senior Advisor Bruce joined Soltis on January 1, 2018 when Soltis acquired Definitive Advisors, an investment advisory firm that acted as a referral partner of Soltis. Bruce spent most of his career as either president or CEO of several corporations from...
