Melissa Spragg, CPFA®, NQPC™
Melissa brings a wealth of experience and expertise to her role as a Certified Plan Fiduciary Advisor (CPFA®) at Soltis, where she upholds a steadfast commitment to serving her clients’ best interests. Prior to joining our team, Melissa cultivated a diverse professional background, working with high-net-worth individuals and businesses, owning a successful small business, and […]
Crystal Schmutz
In October 2019, Crystal joined the Soltis team, based in the St. George office. A St. George native, she accelerated through high school, graduating a year early before pursuing studies in business and finance at Dixie State College. Outside of her professional endeavors, Crystal prioritizes her role as a parent to her three children, finding […]
Paul Peterson
Paul Peterson serves as a Senior Wealth Management Advisor at Soltis, overseeing clients in the Northeast, including Massachusetts, New York, New Jersey, Maryland, and Connecticut. Before beginning his finance career, Paul spent several seasons as a Division I college football coach at various programs across the country. Prior to coaching, Paul was a standout quarterback […]
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 […]
Kyle Neuenschwander
Kyle joined Soltis in 2022 and is currently a Lead Advisor in the Wealth Management Division. He focuses on servicing and developing relationships with clients in the Colorado and Mid-Atlantic regions. Kyle helps clients create customized investment portfolios designed to help them reach their long-term financial goals. Kyle graduated Summa Cum Laude from Utah Tech University […]
Aubrey Meyer
Aubrey joined Soltis in 2019 as a Service Specialist/Receptionist and later transitioned to the role of Executive Assistant, primarily supporting Christie Behunin and the Midwest Team. In her current capacity, Aubrey coordinates meetings, manages scheduling, arranges travel, prepares reports, provides marketing support, and coordinates Midwest events, contributing to the smooth operation of firm-wide activities. Aubrey […]
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 […]
