Greg R. Solis
President and CEO
Greg R. Solis is President and CEO of Solis Wealth Management, Inc. Born and raised in Palm Desert, California, Greg earned a Bachelor of Arts degree in both Political Science and History, emphasizing economic studies from UCLA. Greg began his career with Paychex Incorporated as a Sales Executive and was later promoted to District Sales Manager of Southern California out of the Los Angeles Branch. In 1992, Greg moved back to the Coachella Valley, married his wife Monica, and began his career as a financial advisor with Merrill Lynch. In 1994, Greg joined LPL Financial and was recognized for his outstanding achievements in client service. Before returning back to LPL Financial in 2004, Greg served as Vice President at Wachovia Securities from 2001-2004. Greg was recognized by Forbes magazine as one of the 2018 Best-in-State Wealth Advisors for California*. He has also been recognized as an LPL Financial Chairman’s Council advisor since 2011**, a top distinction based on annual production which is presented to less than 2% of the firm’s 15,000 advisors nationwide.
Greg’s professional registrations include FINRA Series 7 (General Securities Representative), Series 24 (General Securities Principal) and Series 63 (Uniform State Law), which are currently held with LPL Financial. Greg also holds a California Life, Disability, and Variable Annuity Insurance License. He has received formal training in investment fiduciary responsibility and earned the Accredited Investment Fiduciary® (AIF®) professional designation.
Greg is a member of the UCLA Alumni Association, La Quinta Country Club, Hideaway Golf Club, and Theta Chi Alumni Association. He has also served on the National Center for Fathering Board, Desert Christian Academy Board of Trustees, Links Players International Board, the Love146 Board, Old Town Artisan Studio Board, the Fellowship of Christian Athletes Board, Festival of Life/LOV Movement Resource Committee, Boys and Girls Club Southwest Growers Committee, Church at the Red Door Board of Trustees, and the Eisenhower Medical Center Exploratory Committee.
When not helping his clients, Greg enjoys spending time with his wife, Monica; his three children: Jack, Nicole, and Emily; and friends. Greg and his family currently reside in La Quinta, CA.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
**As of 08/01/2018
Robert Medler, AIF®, CKA®, CMFC®, CRPC®
Wealth Advisor and Investment Analyst
Bob Medler joined Solis Wealth Management as a Wealth Advisor in January 2009 after 12 years with Merrill Lynch. Originally from Chatsworth, California, in 1972 Bob married his wife Viki, graduated from New Mexico State University with a BBA in Marketing Economics, and received a Regular Army commission as a 2nd Lieutenant through the ROTC program. Bob completed Army Flight School in 1974 and served in a variety of command and staff positions until attending the Command and General Staff College in Fort Leavenworth, Kansas. This was followed by graduate school where he received a MS in Acquisition Management from the Florida Institute of Technology. Bob’s last assignment was Chief of Army Standardization, London, England.
After 24 years of service, he retired from the military in 1996 and joined Merrill Lynch as a Financial Advisor. Securities registrations currently held with LPL Financial include FINRA Series 7, 63, and 65. Bob also holds a California Life, Disability, and Variable Annuity Insurance License. Bob earned the designations of Accredited Investment Fiduciary® (AIF®), Certified Kingdom Advisor® (CKA®), Chartered Mutual Fund Counselor SM (CMFC®) from the College of Financial Planning® and Chartered Retirement Planning Counselor SM (CRPC®).
Bob and his wife, Viki, live in Palm Desert, California and have two grown children, Summer and Robert, and two grandchildren.
Tiffany Valentine, CFP®
Vice President and Director of Financial Planning
Tiffany Valentine joined Solis Wealth Management in 2006 and is currently Vice President and Director of Financial Planning. Born in Michigan and raised in Beverly Hills, California, Tiffany moved to Palm Springs in 2003 to be closer to her then-fiancé (now husband) Chris. She has been working in the financial services industry since 2001. She obtained her Series 7 and 66 registrations, currently held with LPL Financial, as well as her California Insurance License in 2002. Tiffany holds a Bachelor of Arts Degree in Business with a concentration in Finance from California State University, San Bernardino. She graduated Summa Cum Laude and is a member of Beta Gamma Sigma business honor society. She also earned the CERTIFIED FINANCIAL PLANNER™ certification in 2016. Outside of the office, Tiffany enjoys spending time with her husband, Chris, and their daughter Avery and son Travis. She is also active in her church and has a passion for health and nutrition.
Director of Operations / Associate Wealth Advisor
Tami Salzer joined the Solis Wealth Management in 2009 and is currently the Director of Operations/Associate Wealth Advisor. Born in Vancouver, British Columbia, she moved to Palm Springs in 1969, where she graduated from Palm Springs High School and later married her husband Larry in 1978. Tami joined Morgan Stanley in 1995 as a Senior Sales Assistant and worked there for 15 years before coming to Solis Wealth Management. Tami currently has her FINRA Series 7 and 66 registrations (all registrations are held at LPL Financial). Tami enjoys spending her free time with her husband, three daughters: Salem, Morgan, Lanay, grandchildren, and her dog, Bailey.
Financial Planning Assistant
Erika Kubacki joined Solis Wealth Management in 2019 as the Financial Planning Assistant. Born and raised in New Jersey, Erika and her son, Noah, moved to the desert to begin their new life in Southern California. Erika’s professional experience includes several years as a Financial Planning/New Business Analyst at MassMutual and prior to that, one year as the Executive Assistant for the Vice President of MetLife. Erika enjoys hiking, spending time with her son, and donating her time to charitable organizations. She is also an animal lover and has a deep interest in nutrition and healthy living.
Client Service Associate
Kat Carrillo joined Solis Wealth Management in 2019 as the Client Service Associate. Born and raised in Los Angeles, Kat and her husband Dave moved to Joshua Tree, California in 2013. Kat has over 20 years of administrative experience in the legal industry and, more recently, co-managed a classic car restoration shop with her husband in Yucca Valley. Kat is an active volunteer at the Hi-Desert Cultural Center, serves in the Joshua Springs Calvary Chapel Visual Arts Department, and supports local fundraising events. Kat enjoys spending her free time with her husband, five children: Brittani, Krista, Michael, Karley and Kasey, three grandsons, and friends.
VonCile Graham joined Solis Wealth Management in 2017 as Director of Office Management and is currently the Executive Assistant to the CEO. She was born and raised in the beautiful Coachella Valley. In 2003, VonCile partnered with her husband Dana in their motorcycle repair business where she gained extensive administrative and bookkeeping experience. In 2006, she joined a local retail shop on El Paseo where she worked for 11 years becoming skilled in management, marketing, and office administration. VonCile is an active member of her church, teaches Sunday School, and when she is not spending time with her friends and family, she is pursuing her interest in dance, fitness and Jeeping with her husband.
Director of Office Management
Debbie Hartley joined Solis Wealth Management in 2017 as the Director of Client Relations and is currently the Director of Office Management. Born in Chicago, Debbie’s family moved to Palm Springs in 1975. After graduating from Palm Springs High School and attending college in Long Beach, Debbie returned to the desert where she worked at Eisenhower Medical Center for over 28 years and served as the Administrative Director of Medical Staff Services. More recently, she worked as the Concierge at Hideaway Golf Club before coming to Solis Wealth Management. Uniquely talented and recognized singers, Debbie and her husband Tom have enjoyed an extensive music ministry, including at Southwest and Desert Springs Churches, where her husband served on the Pastoral staff specializing in worship and choral music.