SolomonEdwards Expands Banking Operations to the Dallas Marketplace

November 12, 2019 – Dallas, TX: SolomonEdwards, a national professional services firm, that has delivered exceptional people for 20 years, is pleased to announce its continued growth with expansion into the Greater Dallas region. SolomonEdwards’ strategic vision is to continue to deliver top-notch banking and financial service expertise to meet the growing needs of our clients across the country.

The Dallas addition widens SolomonEdwards’ national footprint with offices in Atlanta, Boston, Houston, New York, Philadelphia, San Francisco and Washington D.C.  As founding partners of SolomonEdwards’ Banking & Financial Services practice 11 years ago, Candace Caley and Michelle Phung have developed a practice of exceptional people with a track record of success helping financial institutions across the U.S.

“With Dallas’ market growing year after year, it’s no secret that this thriving business community has top-notch consulting talent, resources and cutting-edge banking and financial services institutions. We look forward to new opportunities to serve the Dallas area and fulfill the needs of our growing client base.”

Candace Caley, Managing Partner

The expansion will be led by Principal, Jeff Wise, Banking & Financial Services. Jeff is a seasoned financial services professional with over 25 years of experience, particularly in risk management and regulatory compliance. As a result, he has expertise in defining and evaluating risk profiles and developing solutions to mitigate risk on an ongoing basis. During his time at SolomonEdwards, Jeff has led major risk and operational projects for banks, mortgage servicers and insurers.

“Jeff is a great choice for leading our expansion into Dallas, a critical market for financial institutions. He has been working with major financial institutions for years helping them successfully develop, implement and enhance operational, compliance and credit risk management processes and frameworks.”

Michelle Phung, Managing Partner

For more information, please contact: 805-791-0575 or email

SolomonEdwards Banking & Financial Services  

SolomonEdwards is a national privately held professional services firm focused on strategy execution. Headquartered in Greater Philadelphia, we have offices strategically located throughout seven major U.S. markets. 

SolomonEdwards’ focus on the changing regulatory environment, coupled with superior banking and mortgage expertise and customized solutions, makes us the ideal partner for a wide variety of financial organizations: community banks, commercial banks, credit unions, non-bank mortgage originators and servicers, and government and government-sponsored financial services organizations.

Amanda McComas
Media Contact

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