by Kelli Holmstead | Aug 26, 2022
Derek Bergstrom New Business / Onboarding Analyst Bio coming...
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 | Aug 26, 2022
Jordan Jensen Advisor Jordan joined Soltis in 2022 and currently is a Financial Advisor for high-net worth individuals and families in the Southern region. He is responsible for customized investment portfolios and comprehensive financial planning to help clients...
