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...
by Kelli Holmstead | Oct 22, 2024
Justin Egbert Chief Marketing Officer With over 30 years of experience in domestic and international markets, Justin joined Soltis in October 2024 as an experienced marketing professional across several industries including nutritional supplements, oil & gas,...
by Kelli Holmstead | Jan 5, 2024
Mason Ekker Analyst/Advisor Mason joined Soltis in 2024 and currently serves as an Analyst/Advisor for the Midwest Team. His primary focus lies in constructing intricate financial plans, offering recommendations, and conducting portfolio analyses to effectively...
by soltisadmin | Mar 30, 2019
Tyler Finlinson, CIMA® Managing Partner, Retirement Plan Services Tyler plays a pivotal role at Soltis, leading the firm’s efforts to provide fiduciary, investment, plan consulting, and participant services for our Institutional & Retirement Plan clients....
by soltisadmin | Mar 31, 2019
Tyson Gillies Senior Advisor In August 2018, Tyson became an integral part of the Soltis team at the St. George Office, where he serves within the Wealth Management Division and Retirement Plan Services. Tyson earned his Bachelor of Science degree in Personal...
