Tyler Finlinson, CIMA®

President

Tyler Finlinson, CIMA®

President

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 nearly three 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 for clients through his involvement in various boards and national committees. Currently, Tyler serves on national advisory boards for Charles Schwab and Prudential, and he is a member of the Government Affairs Committee for NAPA. Building upon this extensive record of advocacy and industry expertise, Tyler stepped into the role of President in 2025, where he continues to drive the firm’s commitment to excellence and innovation across all service lines.

Before joining Soltis, Tyler spent six years with the Russell Investment Group, a global leader in institutional investment consulting. He also dedicated two years to Strong Capital Management, where he crafted investment portfolio strategies and solutions for retirement plans. Tyler recognized the distinct opportunity offered by Soltis to leverage his extensive experience in an environment characterized by independence and integrity.

Tyler earned his B.S. degree in Finance from Southern Utah University and furthered his education with an MBA from Pacific Lutheran University’s Management School in Washington state. Additionally, he completed the CIMA (Certified Investment Management Analyst) designation through the University of Pennsylvania’s Wharton School of Business and is an esteemed member of the Investment Management Consultants Association.