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 […]
Ryan Croy
Ryan joined Soltis in 2025 and currently serves as an Advisor in the Wealth Management Division. His primary focus is on nurturing and developing relationships with high-net-worth clients and prospects in Colorado. Ryan assists clients in crafting customized investment portfolios that align with their unique objectives and financial planning requirements. Ryan holds a Bachelor of […]
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 […]
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 […]
Paul Peterson
Paul Peterson serves as a Senior Wealth Management Advisor at Soltis, overseeing clients in the Northeast, including Massachusetts, New York, New Jersey, Maryland, and Connecticut. Before beginning his finance career, Paul spent several seasons as a Division I college football coach at various programs across the country. Prior to coaching, Paul was a standout quarterback […]
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 […]
Kyle Neuenschwander
Kyle joined Soltis in 2022 and is currently a Lead Advisor in the Wealth Management Division. He focuses on servicing and developing relationships with clients in the Colorado and Mid-Atlantic regions. Kyle helps clients create customized investment portfolios designed to help them reach their long-term financial goals. Kyle graduated Summa Cum Laude from Utah Tech University […]
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 […]
Kaitlyn Kidman
Kaitlyn joined Soltis Investment Advisors in 2015 as a Service Specialist/Receptionist, demonstrating strong organizational skills and a talent for working with people. After gaining further experience in various roles, she returned to Soltis in July 2022 as a Client Relationship Manager, where she continues to excel in client service and relationship management. Kaitlyn, a native […]
