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 […]
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 […]
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 […]
Ben Justice
Ben Justice joined Soltis Investment Advisors in 2016, bringing his expertise in investment management solutions to both individual and institutional clients. As a Senior Advisor, he is also a key member of the Asset Class Specialist team, focusing on small and mid-cap markets. Ben earned a Bachelor of Science degree in Business Management with an […]
Jill Homer
Jill joined Soltis Investment Advisors in May 2005. She works in the retirement plan division as a team analyst specializing in fund performance and changes. Her responsibilities extend to educating new clients on their 401(k) plans through the preparation of informational literature, assembly of enrollment booklets, and active participation in training programs. Furthermore, Jill assists […]
Logan Holbrook
Logan joined the Soltis team in April 2022 and served a dual-purpose role, as a Junior Wealth Advisor and Investment Analyst on the Alternative Investments Team. In 2023, Logan joined the Alternative Investments Team as an Investment Associate, playing a crucial role in conducting due diligence and analysis of alternative assets under the guidance of […]
Josh Hamblin
Josh joined Soltis in April 2023, assuming the position of Retirement Advisor. In this capacity, he collaborates with 401(k) sponsors to optimize the management of their retirement plans, while also providing guidance to plan participants on maximizing their employer-provided retirement benefits. Before joining the Soltis team, Josh served as a Tax Equity Fund Associate at […]
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 […]
