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Matthew A

ChFC®, Series 66

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Matthew Aurenz is a financial advisor at Hilltop Wealth & Tax Solutions with 24 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Hilltop Wealth Solutions in 2018, he worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, Aurenz serves as treasurer and board member for Bethel Valparaiso Church and is a board member of Hilltop Kids, a nonprofit providing support to underprivileged children and families. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities, offering discretionary portfolio management, comprehensive financial and tax planning, and retirement account management. The firm integrates tax and estate considerations into its investment recommendations and combines advisory services with affiliated tax and bookkeeping capabilities.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
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Clifton H

Series 63, Series 66

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Clifton Hawkins is a financial advisor with Hilltop Wealth & Tax Solutions in Mishawaka, IN, holding Series 63 and Series 66 licenses and offering 12 years of industry experience. His prior roles include positions at Flagstar Bank, Infinex Investments, MML Investors Services, Mass Mutual Life Insurance Company, NYLife Securities LLC, and New York Life. Hilltop Wealth & Tax Solutions serves a broad client base, including individuals, trusts, corporations, and retirement plans, providing integrated financial planning, tax planning, and discretionary portfolio management tailored to clients' objectives and risk tolerance. The firm combines advisory services with tax, bookkeeping, and renewable-energy tax credit solutions.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
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Erik B

CFP®, Series 63

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Erik Brenner is a CFP® with 31 years of industry experience, currently serving at Hilltop Wealth & Tax Solutions. He has worked previously with Ameriprise Financial Services and Purshe Kaplan Sterling Investments. Brenner is involved in several nonprofit boards, including the Beacon Health Foundation and Clay Church Finance Committee, and is a published author of *The Personal CFO Revolution*. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, discretionary portfolio management, and tax services. The firm combines advisory and tax capabilities, incorporating tax and estate considerations into customized investment strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
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Ashleigh R

Series 65

Mishawaka, IN

Hilltop Wealth & Tax Solutions

Ashleigh Riewe is a financial advisor at Hilltop Wealth & Tax Solutions with a Series 65 designation and one year of industry experience. She previously worked for Liberty Mutual Insurance for six years before joining Hilltop Wealth Solutions, where she has been since 2018. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial and tax planning, and retirement account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Options & derivatives strategies Concentrated stock management Retirement income strategy General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive
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