Dani Westwood
Coming Soon…
Jonathan Saculles
Jonathan joined Soltis in May 2024 as an Investment Analyst Intern, supporting the Public Investment team, working closely with the Director of Investment Research and senior professionals. He is currently pursuing a bachelor’s degree in finance at Utah Tech University (UTU) and is set to graduate in May 2025. During his time at UTU, Jonathan […]
Jeff Harris
Jeff joined Soltis in March 2025 to help lead the company’s inorganic growth efforts. With extensive experience from his time at Carson Group, Jeff spent 8 years playing a key role in the firm’s external M&A efforts, contributing significantly to its growth. During his tenure, Carson saw remarkable expansion, growing from $5B in AUM to […]
Diana Welshans
Diana joined Soltis Investment Advisors in January 2025 as a Client Relationship Manager, bringing over 15 years of experience in the finance industry. She earned a bachelor’s degree in Interdisciplinary Studies with honors from the University of Michigan-Flint in 2024. She is excited to build strong, lasting relationships with clients and help them navigate their […]
Jennifer Zenko
Jennifer was born in California and primarily raised in Northern Virginia. She attended Virginia Commonwealth University, earning a Bachelor of Science in Business Administration with a concentration in Human Resources. After graduating in 2018, Jennifer briefly lived in St. George, Utah, before moving to Savannah, Georgia. In December 2021, Jennifer returned to St. George and […]
Krista Young
Krista began her financial career with Goldman Sachs in 2018. Prior to joining Soltis, she served as a Wealth Advisor with Legacy Wealth. Currently, Krista is studying for her Certified Financial Planner designation, which she aims to obtain later this year. Within the Individual Wealth Management division on the Mid-West Team, Krista serves as a […]
Austin Wilcox
Austin joined Soltis in 2022 and currently serves as a Lead Advisor in the Wealth Management Division, contributing his expertise to the Midwest Team. In his capacity, Austin is dedicated to guiding individuals through the intricacies of portfolio management and investment solutions. He works closely with clients to discern their financial aspirations and crafts comprehensive […]
Jake Wagner
Jake joined Soltis in 2022, assuming the role of Lead Advisor within the Wealth Management Division and contributing as a member of the Mid-West Team. In this capacity, Jake is dedicated to guiding individuals through portfolio management, offering tailored investment solutions, and providing comprehensive financial and retirement planning services. His academic foundation includes a Bachelor […]
Melissa Patton
Melissa joined the Soltis team in 2021 as a Client Relationship Manager. Prior to Soltis, she has held various leadership and management roles over a 15-year period. Melissa graduated Dixie State University with her Bachelor’s in Criminal justice, majoring in Criminology, with a minor in Psychology. She loves working with people and is passionate about […]
Aubrey Meyer
Aubrey joined Soltis in 2019 as a Service Specialist/Receptionist and later transitioned to the role of Executive Assistant, primarily supporting Christie Behunin and the Midwest Team. In her current capacity, Aubrey coordinates meetings, manages scheduling, arranges travel, prepares reports, provides marketing support, and coordinates Midwest events, contributing to the smooth operation of firm-wide activities. Aubrey […]
