by Kelli Holmstead | Jun 1, 2021
Jody Kimball Client Relationship Manager Jody joined Soltis Investment Advisors in February 2021 as a Client Relationship Manager. In her role, she focuses on servicing Wealth Management clients, specializing as a SIMPLE Plan expert. Prior to joining Soltis, Jody...
by Kelli Holmstead | Apr 24, 2024
McKenna Lewis Analyst McKenna works in the St. George office as an Analyst on the Midwest Team. She is currently pursuing a Bachelor’s Degree in Finance at Utah Tech University. Following her graduation, she aspires to continue her career in finance and become...
by Kelli Holmstead | Feb 5, 2024
Marcus Littlewood Advisor Marcus joined Soltis in 2024 as an advisor for clients in the Southwest region. Before embarking on his career in finance, Marcus spent eight seasons playing professional baseball for the Seattle Mariners and Arizona Diamondbacks...
by soltisadmin | Feb 10, 2020
Cole Loveland Analyst/Advisor Cole joined Soltis Investment Advisors in 2019 as an intern and transitioned to a full-time role as an Operations/Systems Specialist in 2020. In this capacity, he specialized in executing securities transactions for clients and...
by Kelli Holmstead | Apr 30, 2024
Amanda Manzano Client Relationship Manager Amanda joined Soltis in May 2024 as a Client Relationship Manager on the Wealth Management Team. She brings over eight years of experience from InfoWest, where she worked in customer service, billing, sales, and sales...
