Mason Ekker

Mason Ekker

Mason Ekker Analyst/Advisor Mason Joined Soltis in 2024 and is currently an Analyst/Advisor for the Midwest Team. Mason spends most of his time building detailed financial plans, making recommendations, and providing portfolio analysis to help fulfill client’s goals....
Tyler Finlinson, CIMA®  Managing Partner

Tyler Finlinson, CIMA®
Managing Partner

Tyler Finlinson, CIMA® Managing Partner, Retirement Plan Services In Tyler’s role at Soltis, he helps lead the firm’s effort in providing fiduciary, investment, plan consulting and participant services for our Institutional & Retirement Plan clients.  He has two...
Tyson Gillies

Tyson Gillies

Tyson Gillies Retirement Advisor In August of 2018, Tyson joined the Soltis team in the St. George Office. He services in the Wealth Management Division and Retirement Plan Services.In 2017, Tyson graduated from Utah Valley University with a Bachelor of Science in...
Trey Hiatt

Trey Hiatt

Trey Hiatt IT Specialist As Soltis’s IT Specialist, Trey provides technical support to its growing staff and clientele, implements and manages new technologies within the firm, and strives to increase and maintain our data security. Trey graduated from Dixie Technical...
Kelli Holmstead

Kelli Holmstead

Kelli Holmstead Director of Operations Kelli Holmstead has been with Soltis for over 25 years and currently serves as the Director of Operations. Her employment began in 1997 as an Advisor assistant. She moved into the role of Operations Manager in 1998. Her...