Dani Westwood
Coming Soon…
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 […]
Alex Shaw
Alex Shaw is an Advisor at Soltis Investment Advisors, where he brings not only a wide range of professional experience but also a deep heart to serve others. Based in our Arizona office, Alex is passionate about helping individuals and families achieve their financial goals through personalized, values-driven guidance. Originally from Spokane, Washington, Alex was […]
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 […]
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 […]
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 […]
Amanda Manzano
Amanda joined Soltis in May 2024 as a Client Relationship Manager on the Wealth Management Team. She brings over eight years of experience from InfoWest, where she worked in customer service, billing, sales, and sales administration, including fleet management. Amanda is passionate about building positive relationships with clients and addressing their needs effectively. Outside of […]
Tyler Leuning
Tyler Leuning is a Senior Advisor with Soltis Investment Advisors. He is dedicated to understanding his clients’ unique needs and values, believing that personalized attention is crucial for effective investing. Tyler focuses on creating, building, and managing legacies to positively impact future generations. Before joining Soltis, he gained extensive experience in wealth management at Edward […]
Marcus Littlewood
Marcus joined Soltis in 2024 as an advisor for clients in the Southwest region. Before embarking on his career in finance, Marcus spent eight seasons playing professional baseball for the Seattle Mariners and Arizona Diamondbacks organizations. Marcus earned his B.A. in Business Management from Brigham Young University, where he also volunteered as a coach for […]
