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 […]
Bernard J. Braudis
Bernie brings over 25 years of client management experience to Soltis Investment Advisors. He partners with his clients to help them define needs, objectives and risk tolerance to then create financial plans and projections which ensure that they achieve their financial goals, save money on taxes and invest in the most appropriate ways. Prior to […]
