by Kelli Holmstead | Apr 30, 2024
Wade Holmstead Lead Advisor 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...
by Kelli Holmstead | Nov 23, 2020
Spencer Humphrey, CRPC® Senior Advisor Spencer joined Soltis in 2020 as a Senior Advisor, primarily focusing on wealth management clients in the Arizona and Southern California market. His role extends beyond client service to encompass active participation in the...
by Kelli Holmstead | Aug 26, 2022
Jordan Jensen Advisor Jordan joined Soltis in 2022, assuming the role of Financial Advisor specializing in high-net-worth individuals and families across the Southern region. In this capacity, he is responsible for customized investment portfolios and comprehensive...
by Kelli Holmstead | May 11, 2021
Paul R. Jude, CWS® Senior Advisor Paul Jude is a Senior Advisor at the Novi, Michigan office of Soltis Wealth Advisors. With over 15 years of experience in financial services, he has worked with individual and institutional clients, as well as non-profit organizations...
by soltisadmin | Mar 31, 2019
Ben Justice Senior Advisor Ben Justice joined Soltis Investment Advisors in 2016, bringing his expertise in investment management solutions to both individual and institutional clients. As a Senior Advisor, he is also a key member of the Asset Class Specialist team,...
