Wade joined Soltis in 2023 and now serves as a Lead Advisor on the Midwest team, providing investment management and comprehensive financial planning services to help clients achieve their financial goals. In this role, he works closely with clients to develop tailored financial plans, conduct in-depth portfolio analysis, and make strategic investment recommendations. Wade specializes in designing customized investment portfolios that align with each client’s unique objectives and overall financial strategy. Prior to becoming a Lead Advisor, Wade was a member of the Investment division and served as a Wealth Management Analyst.

 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.

Outside of work, Wade enjoys mountain biking, playing pickleball, snowboarding, and hiking. He also has a passion for reading and staying informed on financial markets and industry trends.