by Kelli Holmstead | Jul 6, 2022
Kaitlyn Kidman Client Relationship Manager Kaitlyn joined Soltis Investment Advisors in 2015 as a Service Specialist/Receptionist, demonstrating strong organizational skills and a talent for working with people. After gaining further experience in various roles, she...
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 Justin Egbert | Dec 19, 2024
Tayson Leavitt IT Specialist Coming...
by Kelli Holmstead | Apr 24, 2024
McKenna Lewis Service Specialist/Receptionist McKenna works in the St. George office as a Service Specialist/Receptionist. She is currently pursuing a Bachelor’s Degree in Finance at Utah Tech University. Following her graduation, she aspires to continue her...
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...
