by Kelli Holmstead | Mar 31, 2023
Trey Hiatt IT Manager In his role as IT Specialist at Soltis, Trey is responsible for delivering comprehensive technical support to our expanding staff and clientele, overseeing the implementation and management of new technologies, and upholding stringent data...
by soltisadmin | Mar 30, 2019
Kelli Holmstead Director of Operations Kelli Holmstead has been with Soltis for over 25 years and currently serves as the Director of Operations. She began her career at Soltis in 1997 as an Advisor Assistant and was promoted to Operations Manager in 1998. In her...
by Kelli Holmstead | Apr 30, 2024
Wade Holmstead Lead Advisor Wade joined Soltis in 2023 and now serves as a Lead Advisor on the Midwest team, providing investment management and comprehensive financial planning services to help clients achieve their financial goals. In this role, he works closely...
by Justin Egbert | Feb 18, 2025
Travis Johnstone Service Specialist/Receptionist Travis grew up in Calgary, Alberta. He enjoys dirt biking, traveling, and playing competitive hockey. He is set to graduate from Utah Tech University in May 2025 with a Bachelor’s degree in Finance. Since moving...
by soltisadmin | Mar 31, 2019
Sharon Kendall Director, Customer Care Sharon Kendall is the Director of Customer Care at Soltis Investment Advisors, bringing over 30 years of expertise in wealth management client relationships. In her role, she oversees the Client Relationship Manager (CRM) team,...
