Crystal Schmutz
In October 2019, Crystal joined the Soltis team, based in the St. George office. A St. George native, she accelerated through high school, graduating a year early before pursuing studies in business and finance at Dixie State College. Outside of her professional endeavors, Crystal prioritizes her role as a parent to her three children, finding […]
Maggie Scanlon
Maggie brings her expertise to the Soltis team as an Investment Associate since April 2023. Within the Alternative Investments Team, she conducts due diligence and analysis of alternative assets under the guidance of the Managing Director of Alternatives and the Director of Alternative Investment Research. With a Bachelor of Science degree in Finance and Analytics […]
Paul Peterson
Paul Peterson serves as a Senior Wealth Management Advisor at Soltis, overseeing clients in the Northeast, including Massachusetts, New York, New Jersey, Maryland, and Connecticut. Before beginning his finance career, Paul spent several seasons as a Division I college football coach at various programs across the country. Prior to coaching, Paul was a standout quarterback […]
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 […]
Shawn Oram
Shawn brings over 25 years of invaluable experience in the retirement industry to his role as a Senior Retirement Advisor at Soltis, having joined the firm in September of 2023. His extensive background includes serving as a shareholder for Alliance Benefit Group Rocky Mountain (ABGRM), a prominent TPA/Recordkeeper in Salt Lake City. Prior to his […]
Brent Moore, CIMA®
As a Senior Advisor at Soltis Investment Advisors, Brent plays an active role in delivering wealth advisory services to both individual and institutional clients. With a tenure starting in 2013, Brent brings extensive experience to his role. Prior to joining Soltis, he served as Senior Vice President and Senior Portfolio Manager at Key Bank, where […]
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 […]
Tyler Leuning
Tyler Leuning is a Senior Advisor with Soltis Investment Advisors. He is dedicated to understanding his clients’ unique needs and values, believing that personalized attention is crucial for effective investing. Tyler focuses on creating, building, and managing legacies to positively impact future generations. Before joining Soltis, he gained extensive experience in wealth management at Edward […]
Cole Loveland
Cole joined Soltis Investment Advisors in 2019 as an intern and transitioned to a full-time role as an Operations/Systems Specialist in 2020. In this capacity, he specialized in executing securities transactions for clients and institutions, managing over $7 billion in assets under management (AUM). Currently, Cole serves as the Wealth Management Analyst Team Lead, where […]
