Hilltop Wealth & Tax Solutions

Matthew Aurenz is a ChFC® and Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Hilltop Wealth Solutions since 2018 and previously spent 16 years with Ameriprise Financial Services, Inc. Aurenz serves as a board member and treasurer for Bethel Valparaiso Church and is involved with Hilltop Kids, a nonprofit supporting underprivileged children and families. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in assets across nearly 800 client relationships. The firm serves individual and high-net-worth clients, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and tax-related services through an affiliated firm.

Clifton Hawkins is a financial advisor at Hilltop Wealth & Tax Solutions with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Flagstar Bank, Infinex Investments, MML Investors Services, Mass Mutual Life Insurance Company, and New York Life. Hawkins is also insurance licensed since 2005. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across nearly 800 client relationships. The firm serves individuals, high-net-worth clients, trusts, corporations, and retirement plans, using a combination of quantitative optimization, third-party research, and separate-account managers to tailor portfolios according to client objectives and risk tolerance.

Erik Brenner is a CFP® with 30 years of experience in financial advisory services, currently serving at Hilltop Wealth & Tax Solutions since 2018. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Brenner is a founding partner of Hilltop Partners LLC and serves on several nonprofit boards, including the Beacon Health Foundation and Clay Church Finance Committee. He is also an author and a partner in a solar company that helps clients utilize tax credits. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets and serving nearly 800 individual, high-net-worth, and institutional clients. The firm combines quantitative optimization, third-party research, and separate-account managers to tailor portfolios and provides additional services such as tax preparation through its affiliated tax firm.

Ashleigh Riewe is a financial advisor at Hilltop Wealth & Tax Solutions with one year of industry experience. She holds a Series 65 credential and previously worked at Liberty Mutual Insurance for six years. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across nearly 800 relationships. The firm serves individual and high-net-worth clients, trusts, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and access to tax preparation and bookkeeping through an affiliated tax firm. Their investment approach combines quantitative optimization, third-party research, and option strategies, with periodic rebalancing and comprehensive reporting.

Tyler Bolla is a CFP® with seven years of industry experience, currently serving as an advisor at Hilltop Wealth & Tax Solutions in Chicago, IL. He previously worked at Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across nearly 800 relationships. The firm serves individual and high-net-worth clients, trusts, corporations, and retirement plans, offering discretionary portfolio management, comprehensive financial planning, and tax-related services through an affiliated firm.

William Davis is a financial advisor with Hilltop Wealth & Tax Solutions, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining Hilltop Wealth Solutions in 2018. Davis serves as a trustee and investment committee member for local healthcare institutions and participates in community organizations such as the South Bend Regional Chamber of Commerce and the Madison Township Lions Club. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across nearly 800 relationships. The firm serves individual and high-net-worth clients, trusts, corporations, and retirement plans, employing a tailored investment approach that includes quantitative optimization, third-party research, and option strategies, alongside comprehensive financial planning and tax-related services.

Elizabeth Foley is a CFP® with 36 years of industry experience. She has been with Hilltop Wealth & Tax Solutions since 2018 and previously worked at Ameriprise Financial Services, Inc. for 29 years. Foley serves as President of the Board of Directors for Hilltop Kids, a nonprofit providing education, goods, and services to underprivileged children and families. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across six advisors. The firm serves individual and high-net-worth clients, trusts, corporations, and retirement plans, employing a tailored investment approach that includes quantitative optimization, third-party research, and option strategies, alongside affiliated tax and bookkeeping services.

Kyle Van Liere is a financial advisor at Hilltop Wealth & Tax Solutions in Fort Myers, FL, holding a Series 65 designation. He joined the firm in 2025 and has prior experience working in various roles including at The Club at the National and Ave Maria University. Outside of finance, he has worked in the hospitality industry for several years. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in assets with six advisors serving nearly 800 clients, including individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm provides discretionary portfolio management, comprehensive financial planning, and tax preparation referrals, using a combination of quantitative tools, third-party research, and separate-account managers to tailor portfolios to client objectives and risk tolerance.

Tareq Jallaf is a financial advisor at Hilltop Wealth & Tax Solutions in Mishawaka, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Unique Wealth Strategies and Bank of Bahrain & Kuwait, as well as academic positions at Northern Illinois University and the University of Vermont. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a mix of quantitative optimization, third-party research, and separate-account managers to tailor portfolios and offers discretionary management, financial planning, and tax-related referral services through an affiliated tax firm.