by soltisadmin | Mar 30, 2019
T. Matt Brann, CFA Partner Matt joined Soltis Investment Advisors in 2019 and currently serves as the leader of the wealth advisory team in the Dallas/Fort Worth market. In addition to his role, he sits on the Alternative Investment Committee and oversees corporate...
by Kelli Holmstead | Nov 29, 2021
Ruth Brann Client Relationship Manager Ruth joined the Soltis team in May 2021 as a Client Relationship Manager. She holds a bachelor’s degree in Marriage and Family Studies from Brigham Young University. Prior to her tenure at Soltis, Ruth served as a Child...
by Kelli Holmstead | Sep 18, 2020
Rebecca Briesmaster Client Relationship Manager Rebecca joined Soltis as a Client Relationship Manager in the Southlake, Texas office in September 2020. Growing up in a military family, she moved frequently across the country. Rebecca earned a bachelor’s degree in...
by Trey Hiatt | Apr 26, 2023
Coltin Davis, CFP® Advisor Coltin joined Soltis in April 2023 as an advisor in the Wealth Management Division, focusing on clients throughout the southern states. He graduated from Texas A&M University, where he studied Business with double minors in Financial...
by Kelli Holmstead | Aug 26, 2022
Jordan Jensen Advisor Jordan joined Soltis in 2022, assuming the role of Financial Advisor specializing in high-net-worth individuals and families across the Southern region. In this capacity, he is responsible for customized investment portfolios and comprehensive...
