by soltisadmin | Mar 31, 2019
Sharon Kendall Director, Customer Care Sharon Kendall is the Director, Customer Care, of Soltis Investment Advisors. She has been with Soltis for over 30 years specializing in Wealth Management client relationships. She oversees the Client Relationship Manager (CRM)...
by Kelli Holmstead | Jul 6, 2022
Kaitlyn Kidman Client Relationship Manager Kaitlyn grew up and graduated high school in St. George Utah. She joined the Soltis team in 2015 as the Service Specialist/Receptionist. After leaving Soltis, she worked in other offices and positions where she was able to...
by Kelli Holmstead | Jun 1, 2021
Jody Kimball Client Relationship Manager Jody joined Soltis in February of 2021 as a Client Relationship Manager. Her responsibilities include servicing Wealth Management clients, with an emphasis as a SIMPLE Plan specialist. Prior to joining Soltis, Jody worked in...
by Kelli Holmstead | Apr 24, 2024
McKenna Lewis Service Specialist/Receptionist Bio coming soon…...
by Kelli Holmstead | Feb 5, 2024
Marcus Littlewood Advisor Marcus joined Soltis in 2024 as an advisor for clients the Southwest region. Prior to joining Soltis, Marcus played eight seasons of professional baseball for the Seattle Mariners and Arizona Diamondbacks organizations. Marcus received his...
