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 […]
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 […]
Marcus Littlewood
Marcus joined Soltis in 2024 as an advisor for clients in the Southwest region. Before embarking on his career in finance, Marcus spent eight seasons playing professional baseball for the Seattle Mariners and Arizona Diamondbacks organizations. Marcus earned his B.A. in Business Management from Brigham Young University, where he also volunteered as a coach for […]
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 […]
Sharon Kendall
Sharon Kendall is the Director, Customer Care at Soltis Investment Advisors, bringing over 30 years of expertise in wealth management client relationships. In her role, she oversees the Client Relationship Manager (CRM) team, focusing on training, best practices, and fostering a culture of exceptional customer care. Her strong organizational judgment and planning skills streamline workflow […]
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 […]
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 […]
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 […]
