Dear Client,

We hope you are staying safe and well!

During a recent meeting, we thought it might be helpful to share some more detailed information about our team so that you have a better idea of what each team member typically assists with at Solis Wealth Management.

The attached Team Information Sheet provides a quick summary of our current team members, some of the tasks they perform, and their email addresses. We hope that you find this reference sheet helpful when contacting our office. Our goal is to always provide you with the best, and most efficient service possible.

If you have any questions or concerns, please feel free to reach out via email or phone at any time. We look forward to talking to you soon!

Click here to access our Team Information Sheet: https://soliswealth.com/soliswealth/wp-content/uploads/sites/40/2020/06/FAQ-New-Client-Info_Welcome-Packet_May-2020-TEAM-SHEETS-ONLY.pdf
 
Tiffany Valentine, CFP®
CERTIFIED FINANCIAL PLANNER™
Vice President | Director of Financial Planning