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 […]
Leah Cogguillo
Leah joined Soltis in 2024 as a Wealth Management Analyst in the Salt Lake City office. Originally from Milford, Connecticut, Leah recently graduated from Yale University with a degree in Economics. While Leah has a strong connection to the East Coast, she is excited to embrace the outdoor lifestyle that Utah offers, including skiing, hiking, […]
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 […]
Ammon Christensen
Ammon began his tenure at Soltis Investment Advisors as an intern from August 2016 to July 2017. He rejoined Soltis as an Investment Associate in July 2018 and currently serves as the Director of Alternative Investment Research. Under the guidance of the Managing Director of Alternatives, Hal Anderson, Ammon conducts due diligence and analysis on […]
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 […]
Casey Barrus
Chief Financial Officer Extraordinaire…. (Information Coming Soon).
Scott Barrett, CPA
Scott joined Soltis Investment Advisors in 2021 as the Controller, initially supporting the firm’s accounting and finance functions alongside CFO and CCO Tyler Wilkinson. Thanks to the firm’s smaller size at the time, he also gained valuable experience in operations, compliance, and client advisory work — sparking a passion that led him to transition full-time […]
