Melissa Patton
Melissa joined the Soltis team in 2021 as a Client Relationship Manager. Prior to Soltis, she has held various leadership and management roles over a 15-year period. Melissa graduated Dixie State University with her Bachelor’s in Criminal justice, majoring in Criminology, with a minor in Psychology. She loves working with people and is passionate about […]
Aubrey Meyer
Aubrey joined Soltis in 2019 as a Service Specialist/Receptionist and later transitioned to the role of Executive Assistant, primarily supporting Christie Behunin and the Midwest Team. In her current capacity, Aubrey coordinates meetings, manages scheduling, arranges travel, prepares reports, provides marketing support, and coordinates Midwest events, contributing to the smooth operation of firm-wide activities. Aubrey […]
Amanda Manzano
Amanda joined Soltis in May 2024 as a Client Relationship Manager on the Wealth Management Team. She brings over eight years of experience from InfoWest, where she worked in customer service, billing, sales, and sales administration, including fleet management. Amanda is passionate about building positive relationships with clients and addressing their needs effectively. Outside of […]
Angelica Lawrence
Angelica is an Executive Assistant at the Soltis Texas office. Originally from Venezuela, she moved to Texas seven years ago and has since made it her permanent home. Angelica holds a bachelor’s degree in nursing. In her personal time, she enjoys going to the gym, practicing yoga, and spending time with family and friends.
Glenn Koehl, CFP®
As a Senior Advisor with Soltis Investment Advisors, Glenn is actively involved in providing wealth advisory services to individual clients. Before joining Soltis, Glenn was a Senior Wealth Advisor at SlateStone Wealth, responsible for wealth management and investment solutions for individual investors. He has held senior leadership roles at Surety Wealth Management and Faculty Advisors. […]
K. Lynn Kittrell, CFP®
K. Lynn joined the Midwest office of Soltis Advisors in 2020, where she serves as a Senior Advisor, providing investment and planning strategies to clients. She is a CERTIFIED FINANCIAL PLANNER™ professional. K. Lynn earned her MBA from the McCombs School of Business at the University of Texas at Austin and holds a BBA with […]
Jody Kimball
Jody joined Soltis Investment Advisors in February 2021 as a Client Relationship Manager. In her role, she focuses on servicing Wealth Management clients. Before joining Soltis, Jody gained valuable experience in the mortgage industry in Southern California and also worked as a paraprofessional, teaching science at the elementary school level. Jody is now an empty […]
Kaitlyn Kidman
Kaitlyn joined Soltis Investment Advisors in 2015 as a Service Specialist/Receptionist, demonstrating strong organizational skills and a talent for working with people. After gaining further experience in various roles, she returned to Soltis in July 2022 as a Client Relationship Manager, where she continues to excel in client service and relationship management. Kaitlyn, a native […]
Paul R. Jude, CWS®, CAP®
Paul Jude is a Senior Wealth Advisor at the Novi, Michigan office of Soltis Investment Advisors. With over 15 years of experience in financial services, he has worked with individual and institutional clients, as well as non-profit organizations and endowments. In his role as a Senior Advisor, Paul is committed to developing tailored financial and […]
Wade Holmstead
Wade joined Soltis as an intern on the Investment Division team during the summer of 2023 then was hired as a Wealth Management Analyst for the Midwest Team in 2024. In this role, Wade is responsible for developing comprehensive financial plans, making strategic investment recommendations, and conducting detailed portfolio analysis. He holds a bachelor’s degree […]