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,...
by soltisadmin | Feb 10, 2020
Crystal Schmutz Finance Specialist In October 2019, Crystal joined the Soltis team, based in the St. George office. A St. George native, she accelerated through high school, graduating a year early before pursuing studies in business and finance at Dixie State...
by Kelli Holmstead | Aug 26, 2022
Melissa Spragg, CPFA®, NQPC™ Advisor Melissa brings a wealth of experience and expertise to her role as a Certified Plan Fiduciary Advisor (CPFA®) at Soltis, where she upholds a steadfast commitment to serving her clients’ best interests. Prior to joining our...
by Kelli Holmstead | Nov 9, 2022
Cory Stevens Trader/Systems Specialist Cory brings a wealth of experience and enthusiasm to his role as a Trader/Operations Specialist at Soltis. With a background in systems and process improvement, as well as operations, Cory is committed to ensuring seamless and...
