As an advisor in the Wealth Management Division, Michael brings a combination of experience, insight, and fiduciary care to the Mid-Atlantic Team. Before joining Soltis, Michael spent four years at the J.P. Morgan Private Bank, where he advised ultra-high-net-worth individuals and family offices on investment strategies, estate planning, and long-term wealth preservation. In his current role, Michael helps construct financial plans and assists clients in creating customized investment portfolios that align with their unique goals.
Michael earned his Bachelor of Science in Accounting from Brigham Young University and is a CERTIFIED FINANCIAL PLANNER™ professional. His background in both accounting and comprehensive financial planning allows him to deliver wealth management solutions grounded in a holistic, client-first approach.
Beyond the numbers, Michael is most at home when spending time with his wife and daughter. He enjoys hiking, landscape photography, and believes Lake Powell is heaven on earth.
