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...
by Kelli Holmstead | May 29, 2020
Aubrey Meyer Executive Assistant Aubrey joined Soltis in 2019 as a Service Specialist/Receptionist and later transitioned to the role of Executive Assistant, primarily supporting Christie Behunin and the Midwest Team. In her current capacity, Aubrey coordinates...
by Kelli Holmstead | May 6, 2024
Julie Monson Executive Assistant Julie joined the Soltis Team as an Executive Assistant at the St. George Office in 2024. Originally from the Central Coast of California, she made the move to Utah 12 years ago with her husband and two children, demonstrating her...
by Kelli Holmstead | Sep 1, 2023
Kyle Neuenschwander Analyst/Service Specialist Kyle has been with Soltis since 2022, serving as an Analyst / Service Specialist for the Midwest Team. In his role, he analyzes client portfolios, offering tailored recommendations to assist clients in achieving their...
