Vivian Chen
Vivian Chen is a Senior Advisor at Soltis Investment Advisors, based in the Bellevue, Washington office. Fluent in Mandarin, Vivian currently serves a predominantly Asian clientele, providing tailored wealth management and investment advisory services. She brings over 15 years of experience in investment advisory, having previously worked as a financial consultant with leading global firms […]
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 […]
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 […]
Kayla Rounds
Kayla brings her expertise to the Washington office of Soltis, joining the team in January 2022 as a Client Relationship Manager. In her role, she supports TJ Adams and Ben Justice by preparing reports, facilitating client meetings, and handling other analyst responsibilities. Having graduated with an associate’s degree from Brigham Young University-Idaho, Kayla brings a […]
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 […]
Bruce Merrell
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 a venture backed early stage consumer products company, offices in gate areas of airports, to a […]
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 […]
Ben Justice
Ben Justice joined Soltis Investment Advisors in 2016, bringing his expertise in investment management solutions to both individual and institutional clients. As a Senior Advisor, he is also a key member of the Asset Class Specialist team, focusing on small and mid-cap markets. Ben earned a Bachelor of Science degree in Business Management with an […]
