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...
by Kelli Holmstead | Nov 29, 2021
Melissa Patton Client Relationship Manager Melissa joined the Soltis team in 2021 as a Client Relationship Manager. Prior to Soltis, she has held various leadership and management roles over a 15-year period. Melissa graduated Dixie State University with her...
by Kelli Holmstead | Jun 17, 2024
Paul Peterson Senior Wealth Management Advisor Paul Peterson serves as a Senior Wealth Management Advisor at Soltis, overseeing clients in the Northeast, including Massachusetts, New York, New Jersey, Maryland, and Connecticut. Before beginning his finance career,...
