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 […]

Nathaniel (Fano) Barton

Fano joined Soltis in January 2022 as a Retirement Advisor, focusing on partnering with executives and investment committee members to develop, monitor, enhance, and revise employer retirement and savings plans. He is dedicated to empowering employees through education on utilizing workplace plans and crafting personalized financial strategies. With a wealth of experience as a workplace […]