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...
by Kelli Holmstead | May 18, 2023
Aubrey Dye Client Relationship Manager Aubrey returned to the Soltis team in 2023, assuming the role of Client Relationship Manager. She initially joined Soltis in 2020 but temporarily left to Southern California for 18 months, where she dedicated her time to various...
