by soltisadmin | Mar 30, 2019
Matt Brann Managing Director of Strategic Partnerships Matt Brann is the Managing Director of Strategic Partnerships for Soltis Investment Advisors. Prior to Soltis, Mr. Brann was the Chief Strategic Officer at SlateStone Wealth, based in Jupiter Florida where he was...
by Kelli Holmstead | Sep 18, 2020
Rebecca Briesmaster Client Relationship Manager Rebecca joined the Soltis team as a Client Relationship Manager in the Southlake, Texas office in September of 2020. Rebecca grew up in a military family and moved all over the country for most of her life. She attended...
by Kelli Holmstead | Jan 30, 2020
Glenn Koehl, CFP® Senior Advisor As a Senior Advisor with Soltis Investment Advisors, Glenn is actively involved in providing wealth advisory services to individual clients. Prior to Soltis, he was a Senior Wealth Advisor at SlateStone Wealth where he was...
by Kelli Holmstead | Jan 30, 2020
Jason Rasmussen, CFP® Senior Advisor Jason Rasmussen is a Senior Advisor for Soltis Investment Advisors. As a Senior Advisor, Jason is responsible for client wealth planning and consulting during all aspects of a client’s lifetime. This includes retirement planning,...
by Kelli Holmstead | Jan 28, 2021
Dave Tippets Senior Vice President & Chief Growth Officer, Fiduciary Consultant, Institutional & Retirement Plan Services Dave Tippets brings 26 years of retirement plan experience and insights to the Soltis team. Dave has worked with thousands of retirement...
