BYU Basketball Coach Dave Rose and Fidelity’s Chief Fraud Prevention Executive to Speak at Annual Wealth Management Conference

September 22, 2015

Soltis Investment Advisors is gathering high­-profile clients and industry leaders around the country to Sun River Resort at their 9th Annual Wealth Management Conference September 24­25, 2015. Several nationally sought­after speakers will deliver messages surrounding the conference theme “Teamwork: Working in Unison,” as well as industry experts speaking on keys of various aspects of personal/family financial management.

Featuring keynote speaker, Dave Rose to speak on this years’ conference theme “Working in Unison as a team.” Coach Rose is the accomplished head basketball coach at BYU and is currently the school’s all­-time leader in winning percentage. He will share experiences and insight into how to work cohesively as a team.

Soltis will also be featuring Bill French, vice president of consumer fraud protection at Fidelity Investments and one of the leading experts in protecting personal information in the digital age. Additionally, Hyrum W. Smith, co­founder of FranklinCovey and notable speaker and author will share the principles taught in his newest book release, “The 3 Gaps”. Both will be delivering profound and practical messages on helping families and individuals practice sound financial behavior and management.

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Soltis Investment Advisors, LLC is a fee-­only registered investment advisory firm located in St. George and Lehi, Utah with over $1.5 billion in assets under management or assets under advisement. 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 ranks among the highest in our industry. At Soltis, our mission is to create, build, and manage wealth so clients are free to pursue life’s most important endeavors.

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Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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