by soltisadmin | Mar 31, 2019
Christie Behunin, CEP® Partner, Midwest Regional Director Christie joined Soltis Investment Advisors in 2017 and currently serves as Partner and Midwest Regional Director. In this capacity, she leads a team of advisors, delivers tailored investment solutions and...
by Kelli Holmstead | Sep 15, 2023
Lisa Bundy Client Relationship Manager Lisa joined Soltis in September 2023 as a Client Relationship Manager. Before joining Soltis, she spent ten years as Lead Court Clerk in a Justice Court and previously worked as an Assistant Bookkeeper and in Customer Service for...
by soltisadmin | May 16, 2019
Syd Cottle Client Relationship Manager Sydnie joined Soltis in December 2017 as a receptionist in the St. George office, a position she held for 18 months before advancing to the Client Service team as a Client Relationship Manager. A native of St. George, Sydnie...
by Kelli Holmstead | Sep 23, 2024
Aubriana Delapinia Customer Relationship Manager Aubriana Delapinia joined Soltis Investment Advisors in October 2024 as a Client Relationship Manager. Born and raised in St. George, she graduated from Dixie High School and earned her Master Esthetics License, later...
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...
