by Kelli Holmstead | Sep 15, 2023
Lisa Bundy Client Relationship Manager Lisa joined the team in September of 2023 as a Client Relationship Manager. Prior to coming to Soltis she worked 10 years as Lead Court Clerk in a Justice Court and the previous years as the Assistant Bookkeeper and in Customer...
by soltisadmin | May 16, 2019
Syd Cottle Client Relationship Manager In December of 2017, Sydnie joined the Soltis team as a receptionist in the St. George office and maintained that position for 18 months before joining the Client Service team as a Client Relationship Manager. Sydnie grew up in...
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 | May 18, 2023
Aubrey Dye Client Relationship Manager Aubrey rejoined the Soltis team in 2023 as the Client Relationship Manager. She started with Soltis in 2020 and left to Newport Beach, California for a church mission trip. While in California she spent 18 months traveling to...
by soltisadmin | Feb 10, 2020
Stacy Eaton Client Relationship Manager Stacy joined Soltis Investment Advisors in 2020 and was hired as a Client Relationship Manager in the St. George Office in April 2020. She aims to deliver friendly support while assisting advisors and clients. Stacy moved to...