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.

Clifton Hawkins is a financial advisor at Hilltop Wealth & Tax Solutions with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including NYLife Securities, Mass Mutual, and Flagstar Bank. Hawkins is also licensed in insurance since 2005. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, financial and tax planning, and retirement plan management. The firm integrates tax and estate considerations into investment decisions and combines advisory services with affiliated tax and bookkeeping capabilities.

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.

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.

Tyler Bolla is a CFP® professional with 10 years of industry experience. He is currently with Hilltop Wealth & Tax Solutions and has previously worked at Charles Schwab, Bank of America, and Merrill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, tax planning, and discretionary portfolio management that incorporates tax and estate considerations. The firm offers customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

William Davis is a financial advisor at Hilltop Wealth & Tax Solutions with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he serves as a trustee on the investment committees for Beacon Health Systems and Community Hospital of Breman and is active in local chambers of commerce and community organizations, including the Madison Township Lions Club. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, comprehensive financial and tax planning, and retirement plan management. The firm integrates tax and estate considerations into customized investment strategies tailored to each client’s objectives and circumstances.

Elizabeth Foley is a CFP® professional with 37 years of industry experience. She has worked at Hilltop Wealth & Tax Solutions since 2018 and previously spent 29 years at Ameriprise Financial Services, Inc. She serves as President of the Board of Directors for Hilltop Kids, an organization that provides education, goods, and services to underprivileged children and families in the community. Hilltop Wealth & Tax Solutions serves individual and institutional clients, including high-net-worth individuals, trusts, and tax-exempt entities. The firm offers discretionary portfolio management, comprehensive financial and tax planning, and integrates tax and estate considerations into investment recommendations.

Kyle Van Liere is a Series 65-credentialed advisor at Hilltop Wealth & Tax Solutions with one year of industry experience. His prior roles include positions at The Club at the National and Ave Maria University, as well as entrepreneurial involvement with Coach's Bar and Grill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, financial and tax planning, and retirement plan account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Tareq Jallaf is a financial advisor at Hilltop Wealth & Tax Solutions with Series 65 credentials and two years of industry experience. His prior roles include positions at Unique Wealth Strategies and experience in academic settings at Northern Illinois University and the University of Vermont. Hilltop Wealth & Tax Solutions serves a diverse client base, including high-net-worth individuals, trusts, corporations, and tax-exempt entities, offering discretionary portfolio management, financial planning, and integrated tax and estate planning. The firm customizes investment decisions based on client objectives and risk tolerance, combining advisory services with in-house tax and bookkeeping capabilities.