Mason Ekker
Mason joined Soltis in 2024 and currently serves as an Analyst/Advisor for the Midwest Team. His primary focus lies in constructing intricate financial plans, offering recommendations, and conducting portfolio analyses to effectively address client objectives. Mason holds a bachelor’s degree in Finance from Utah Tech University and is actively pursuing his CFP certification to further […]
Aubrey Dye
Aubrey returned to the Soltis team in 2023, assuming the role of Client Relationship Manager. She initially joined Soltis in 2020 but temporarily left to Southern California for 18 months, where she dedicated her time to various community service initiatives across different locations. Aubrey pursued her education at Utah Tech University in Southern Utah majoring […]
Mardie Dotseth
Mardie joined Soltis in 2020, equipped with a Series 7, Series 63, Series 65, and an Insurance License. As a Senior Advisor, she plays an integral role in delivering wealth advisory services to individual clients. This includes conducting client reviews, crafting comprehensive financial and retirement plans, and overseeing investments. Throughout her career, Mardie has demonstrated […]
Aubriana Delapinia
Aubriana Delapinia joined Soltis Investment Advisors in October 2024 as a Client Relationship Manager. Born and raised in St. George, she graduated from Dixie High School and earned her Master Esthetics License, later teaching at Taylor Andrews. With over five years of experience in customer service and detail-oriented roles, Aubriana previously worked at Summit Athletic […]
Coltin Davis, CFP®
Coltin joined Soltis in April 2023 as an advisor in the Wealth Management Division, focusing on clients throughout the southern states. He graduated from Texas A&M University, where he studied Business with double minors in Financial Planning and Communication. During his college years, Coltin developed a passion for personal finance and started a blog to […]
Sydnie Cottle
Sydnie joined Soltis in December 2017 as a receptionist in the St. George office, a position she held for 18 months before advancing to the Client Service team as a Client Relationship Manager. A native of St. George, Sydnie attended Dixie State University, where she studied Communications and Science. Sydnie and her husband, Hayden, are […]
Lisa Bundy
Lisa joined Soltis in September 2023 as a Client Relationship Manager. Before joining Soltis, she spent ten years as Lead Court Clerk in a Justice Court and previously worked as an Assistant Bookkeeper and in Customer Service for a major grocery store chain. Lisa is a devoted mother to her five children and enjoys spending […]
Rebecca Briesmaster
Rebecca joined Soltis as a Client Relationship Manager in the Southlake, Texas office in September 2020. Growing up in a military family, she moved frequently across the country. Rebecca earned a bachelor’s degree in Public Relations and Advertising from Weber State University in Ogden, Utah. Before joining Soltis, she spent eight years working in Business […]
Ruth Brann
Ruth joined the Soltis team in May 2021 as a Client Relationship Manager. She holds a bachelor’s degree in Marriage and Family Studies from Brigham Young University. Prior to her tenure at Soltis, Ruth served as a Child Protective Services Caseworker for the State of Texas and was also a franchise owner of a home […]
T. Matt Brann, CFA
Matt joined Soltis Investment Advisors in 2019 and currently serves as the leader of the wealth advisory team in the Dallas/Fort Worth market. In addition to his role, he sits on the Alternative Investment Committee and oversees corporate strategic growth and business development initiatives. Prior to joining Soltis, Matt held the position of Chief Strategic […]