Matt Brann, CFA®

Matt Brann, CFA®

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...
Rebecca Briesmaster

Rebecca Briesmaster

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...
Glenn Koehl, CFP®

Glenn Koehl, CFP®

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...
Jason Rasmussen, CFP®

Jason Rasmussen, CFP®

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,...