by soltisadmin | Mar 30, 2019
T.J. Adams, CFP® Partner, Senior Advisor T.J. Adams joined Soltis Investment Advisors in 2013 as an Investment Analyst to provide support for both the Retirement Plan and Wealth Management divisions. In 2017 T.J. became a Senior Advisor and currently works directly...
by soltisadmin | Apr 1, 2019
Wayne DeMeester Senior Advisor After graduating from Brigham Young University with a Master of Business Administration in 1979, Wayne DeMeester began a successful career in the financial services industry that spanned nearly three decades. He spent 16 years with...
by Kelli Holmstead | Sep 2, 2020
Bruce Merrell Senior Advisor Bruce joined Soltis on January 1, 2018 when Soltis acquired Definitive Advisors, an investment advisory firm that acted as a referral partner of Soltis. Bruce spent most of his career as either president or CEO of several corporations from...
by Kelli Holmstead | Jan 27, 2022
Kayla Rounds Analyst Kayla joined the Soltis team in January 2022, working in the Washington office. She is a Client Relationship Manager and will be assisting TJ Adams by preparing reports, assisting with client meetings, and other analyst responsibilities. She...
