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 […]
James Camp
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 advisors in the Arizona branch. During his time at BYU, he met his wife, […]
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 […]
Rylea Yarber
Rylea Yarber joined Soltis Investment Advisors as a Service Specialist/Receptionist. A 2022 graduate of Desert Hills High School, she honed her creative talents as the main editor of her high school yearbook. Passionate about animals, Rylea cares for three beloved pets. She cherishes quality time with friends and family, thrives on the excitement of travel […]
Shawn S. Woods, CFA
Shawn is the Director of Investment Research at Soltis Investment Advisors, where he oversees the firm’s screening, due diligence, and monitoring of public investments. He has developed proprietary tools to enhance the firm’s investment management process. Shawn also serves as a portfolio manager for several investment portfolios, including the Soltis Equity Income Stock portfolio, Soltis […]
Cody Wiseman
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 of Fidelity and TIAA, where he assisted clients with retirement planning, transition planning, and income planning. Cody holds a Bachelor of Arts […]
Jedd Wilson
Jedd began his career in the financial services industry with Fidelity Investments in 1993, where he held various roles including Vice President/Regional Mutual Fund Consultant, Regional Vice President, and Private Offerings Manager. As a Regional Mutual Fund Consultant, Jedd spent one week each quarter in Boston for five years, meeting with Fidelity’s portfolio managers. He […]
Blake Williamson
Blake joined Soltis in 2023 as a Receptionist and transitioned to a full-time Wealth Management Analyst in May 2024. He graduated from Utah Tech University with a degree in Finance and a minor in Accounting. Blake has a passion for numbers and financial topics, which fuels his career aspirations in financial planning. He aims to […]
Tyler Wilkinson
Since 2013, Tyler has served as both the Chief Financial Officer and Chief Compliance Officer at Soltis Investment Advisors. In addition to his executive roles, he is an Executive and Lead Advisor, working with individual and institutional clients. Tyler is also a key member of the Investment Committee, specializing in retirement income planning, tax efficiency […]
