Sharon Kendall
Sharon Kendall is the Director, Customer Care at Soltis Investment Advisors, bringing over 30 years of expertise in wealth management client relationships. In her role, she oversees the Client Relationship Manager (CRM) team, focusing on training, best practices, and fostering a culture of exceptional customer care. Her strong organizational judgment and planning skills streamline workflow […]
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 […]
Kelli Holmstead
Kelli Holmstead has been with Soltis for over 25 years and currently serves as the Director of Operations. She began her career at Soltis in 1997 as an Advisor Assistant and was promoted to Operations Manager in 1998. In her role, Kelli is responsible for daily interactions with the firm’s custodians, managing account and cost […]
Tyler Finlinson, CIMA®
Tyler plays a pivotal role at Soltis, leading the firm’s efforts to provide fiduciary, investment, plan consulting, and participant services for our Institutional & Retirement Plan clients. With over two decades of experience in the industry, Tyler is deeply passionate about collaborating with plan fiduciaries and participants to secure their financial futures. He actively advocates […]
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 […]
Justin Egbert
With over 30 years of experience in domestic and international markets, Justin joined Soltis in October 2024. His expertise spans various industries, from nutritional supplements to oil & gas, entertainment, large-scale home construction, and real estate. Justin holds a Bachelor of Science in Computer Information Technology (CIT) and Visual Technology from Dixie State University. His […]
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 […]
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 […]
