by soltisadmin | Mar 30, 2019
T. Matt Brann, CFA Partner Matt joined Soltis Investment Advisors in 2019 and leads the wealth advisory team in the Dallas/Fort Worth market. Additionally, Matt sits on the Alternative Investment Committee for Soltis and has responsibility for corporate strategic...
by Kelli Holmstead | Nov 29, 2021
Ruth Brann Client Relationship Manager Ruth joined the Soltis team in May of 2021 as a Client Relationship Manager. Ruth graduated from Brigham Young University with a bachelor’s degree in Marriage and Family Studies. Prior to joining the Soltis team, Ruth worked for...
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 responsible...
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,...
