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 will be assisting TJ Adams by preparing reports, assisting with client meetings, and other analyst responsibilities. She graduated with an associates degree from...
