Mishawaka, IN Office

Team
Updated today

Client AUM

$611,806,034

Clients

829

Advisors

5

Of 9 advisors across 5 offices

Location

4100 Edison Lakes Parkway, Suite 225

Mishawaka IN 46545

Advisors at this office

5

Advisors at this office

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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 66, Series 63

Mishawaka, IN

Hilltop Wealth & Tax Solutions

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.

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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William D

Series 63, Series 65

Mishawaka, IN

Hilltop Wealth & Tax Solutions

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.

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