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 Trey Hiatt | Apr 26, 2023
Coltin Davis Advisor In April of 2023, Coltin joined the team as an advisor in the wealth management division. He primarily works with clients throughout the southern states. Coltin attended Texas A&M where he studied Business with a double minor in Financial...
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...
