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 10, 2023
Moira Carney Business Development Analyst Moira was born and raised in Columbus, Ohio. She graduated from the University of Mississippi in May 2023 with a bachelor’s degree in real estate finance. In August, Moira joined the Texas office as a Business Development...
by Trey Hiatt | Apr 26, 2023
Coltin Davis, CFP® 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 University where he studied Business with a double minor...