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 […]
Paul R. Jude, CWS®
Paul Jude is a Senior Advisor at the Novi, Michigan office of Soltis Wealth Advisors. With over 15 years of experience in financial services, he has worked with individual and institutional clients, as well as non-profit organizations and endowments. In his role as a Senior Advisor, Paul is committed to developing tailored financial and investment […]
Wade Holmstead
Wade joined Soltis as an intern on the Investment Division team during the summer of 2023 then was hired as a Wealth Management Analyst for the Midwest Team in 2024. In this role, Wade is responsible for developing comprehensive financial plans, making strategic investment recommendations, and conducting detailed portfolio analysis. He holds a bachelor’s degree […]
Mason Ekker
Mason joined Soltis in 2024 and currently serves as an Analyst/Advisor for the Midwest Team. His primary focus lies in constructing intricate financial plans, offering recommendations, and conducting portfolio analyses to effectively address client objectives. Mason holds a bachelor’s degree in Finance from Utah Tech University and is actively pursuing his CFP certification to further […]
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 […]
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 […]
Kristin Davis
Kristin Davis joined Soltis in August 2024 as a Client Relationship Manager for the Midwest team. She brings over seven years of experience in the financial education and credit counseling industry. Kristin graduated from Madonna University in 2012 and has dedicated much of her career to the non-profit sector, focusing on both mental health and […]
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 […]
