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Your Team at Solis Wealth Management

Your experience is our top priority. We are committed to providing you with proactive, high-touch service that is both personal and professional. We want you to feel confident in knowing who to contact for any need that may arise.

Your Wealth Management Team

Your primary advisor is your main point of contact for all strategic matters. However, as a cohesive team, we are all familiar with your financial plan. If your primary advisor is unavailable, please feel free to reach out to any of the advisors below for assistance.

Greg R. Solis, Founder & CEO

  • ➢ Strategic planning & advanced wealth management
  • ➢ Estate, tax, insurance, and retirement guidance
  • ➢ Chair of the Investment Committee
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Tiffany Valentine, President & Wealth Advisor

  • ➢ Comprehensive financial planning & investment guidance
  • ➢ Oversees all departments to ensure seamless client service
  • ➢ Member of the Investment Committee
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Luis Carrera, Wealth Advisor

  • ➢ Financial planning, retirement & college funding strategies
  • ➢ Tax-efficient investment planning
  • ➢ Member of the Investment Committee
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For Investment Trading & Research

Our trading and research team ensures your portfolio stays aligned with your goals. They work closely with your advisor to execute trades and conduct in-depth analysis.

Jack Solis, Research and Planning Assistant

  • ➢ Lead trader: executes trades and keeps accounts aligned with your plan
  • ➢ Conducts investment research and analysis
  • ➢ Prepares planning materials and meeting deliverables
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For Your Day-to-Day Account Service

Our service team ensures your requests are handled with speed and care. They are your first point of contact for all operational tasks, including account questions, money transfers, and online access.

Tami Salzer, Director of Operations & Wealth Advisor

  • ➢ Oversees service team and operational processes
  • ➢ Primary contact for complex requests or escalations
  • ➢ Supports planning, trading, and research needs
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VonCile Graham, Client Service Associate

  • ➢ Handles transactions: deposits, withdrawals, transfers
  • ➢ Guides new clients through onboarding
  • ➢ Provides executive support to Greg
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For General Questions & Appointments

Our office management team is here to provide seamless support. They manage our client events, schedule appointments, and welcome you to our office.

Debbie Hartley, Director of Office Management

  • ➢ Plans and manages client and office events
  • ➢ Coordinates schedules, calendars, and reports
  • ➢ Oversees marketing initiatives
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Jill Marshall, Administrative Assistant

  • ➢ First point of contact for client calls
  • ➢ Welcomes clients, visitors, and vendors
  • ➢ Provides general office support and event assistance
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For Investment Trading & Research

Greg R. Solis, Founder & CEO

  • Strategic planning & advanced wealth management
  • Estate, tax, insurance, and retirement guidance
  • Chair of the Investment Committee
Read More

Tiffany Valentine, President & Wealth Advisor

  • Comprehensive financial planning & investment guidance
  • Oversees all departments to ensure seamless client service
  • Member of the Investment Committee
Read More

Luis Carrera, Wealth Advisor

  • 3Financial planning, retirement & college funding strategies
  • Tax-efficient investment planning
  • Member of the Investment Committee
Read More

Laurie Stack

This statement is a testimonial by a client of the financial professional as of {11/07/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)

Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)

Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)

Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)

David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)

Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)