Gwenn is an Advisor in the Wealth Management Division and a member of the Mid-West Team. Working in the Soltis Michigan office, Gwenn provides advice to individuals on portfolio management, investment selection, and with financial and retirement planning.
Gwenn has over 17 years investment management experience, including 15 years with Comerica Bank. She spent 11 years in Comerica’s Private Wealth division as Investment Strategist, providing fee-based, fiduciary investment advice and portfolio management to clients. Prior to joining Soltis, she was an investment advisor at a registered investment advisory firm, focused on investment management and financial planning. Gwenn has a bachelor’s degree from The University of Michigan- Ann Arbor.
Gwenn, her husband and their two sons love the beautiful Michigan out-of-doors! Avid sailors, they spend as much time as possible cruising the Great Lakes on their sailboat, along with backpacking, and camping. During Michigan winters, Gwenn and her family get outside to iceboat, ski and hike.