by Justin Egbert | Feb 28, 2025
James Camp Analyst James Camp is a Wealth Management Analyst in our Arizona office. He grew up in Las Vegas and graduated from Brigham Young University in May with a degree in Public Health. James is currently studying for the Series 65 license while supporting...
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 | Jul 6, 2022
Kaitlyn Kidman Client Relationship Manager Kaitlyn joined Soltis Investment Advisors in 2015 as a Service Specialist/Receptionist, demonstrating strong organizational skills and a talent for working with people. After gaining further experience in various roles, she...
by Kelli Holmstead | Apr 1, 2024
Tyler Leuning Senior Advisor Tyler Leuning is a Senior Advisor with Soltis Investment Advisors. He is dedicated to understanding his clients’ unique needs and values, believing that personalized attention is crucial for effective investing. Tyler focuses on...
by Kelli Holmstead | Nov 4, 2020
Cody Wiseman Senior Advisor Cody is a Senior Advisor with Soltis Investment Advisors, specializing in wealth advisory services for both individual and institutional clients. Prior to joining Soltis, Cody gained extensive experience in the wealth management divisions...