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 Wealth Management Analyst Wade joined Soltis as an intern on the Investment Division team during the summer of 2023 then was hired as a Wealth Management Analyst for the Midwest Team in 2024. In this role, Wade is responsible for developing...
by Kelli Holmstead | Aug 15, 2024
Mikayla Hunt Service Specialist/Reception Mikayla joined Soltis in August 2024 as a Service Specialist/Reception at the St. George office. Currently pursuing a degree in computer science at Utah Tech, Mikayla brings a blend of technical acumen and customer service...
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,...
