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, supporting both the Retirement Plan and Wealth Management divisions. In 2017, he advanced to the role of Senior Advisor, where he now 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 | Apr 10, 2024
Maizy Hall Analyst Maizy joined Soltis in 2024, assuming the role of Wealth Management Analyst for the Soltis team in Washington state. Originally from Austin, Texas, she pursued her collegiate education in Eugene, Oregon, at the University of Oregon. There, she...
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 brings her expertise to the Washington office of Soltis, joining the team in January 2022 as a Client Relationship Manager. In her role, she supports TJ Adams and Ben Justice by preparing reports, facilitating client meetings, and handling...
