Kaitlyn Kidman

Client Relationship Manager at Soltis Investment Advisors

Kaitlyn Kidman is a dedicated professional currently serving as a Client Relationship Manager at Soltis Investment Advisors since July 2022. Previously, Kaitlyn held various roles at PROLOOK SPORTS from July 2017 to August 2020, including Office Manager and Client Relations Manager, where the focus was on delivering innovative and quality custom sports apparel to athletes and coaches. Earlier experience includes a position as a Receptionist at Soltis Investment Advisors from August 2015 to January 2016, handling scheduling and meeting preparations. Kaitlyn's educational background includes training at Taylor Andrews Academy of Hair Design from 2019 to 2021 and graduation from Dixie High School in 2015.

Location

St. George, United States

Links


Org chart


Teams

This person is not in any teams


Offices


Soltis Investment Advisors

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.


Employees

51-200

Links