Wade joined Soltis as an intern on the Investment Division team during the summer of 2023 then was hired as a Wealth Management Analyst for the Midwest Team in 2024. In this role, Wade is responsible for developing comprehensive financial plans, making strategic investment recommendations, and conducting detailed portfolio analysis.

He holds a bachelor’s degree in Finance from Brigham Young University, where he was actively involved in the BYU Finance Society and the Private Banking & Wealth Management Club.

Wade enjoys spending his time outdoors doing mountain biking, pickleball, snowboarding and hiking.  He also enjoys reading and staying informed on financial news.