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The HillTop Team
With Over 100 Years Of Combined Wealth Management Experience.
ADVISOR TEAM
SUPPORT TEAM
TAX TEAM

Advisor Team

Erik Brenner
CFP®, NSSA®

Founding Partner, CEO/President

Erik Brenner, a financial advisor since 1993, is the president and founder of Hilltop Wealth Solutions.

 Learn More About Erik

Erik Brenner

CFP®, NSSA®

President, CEO, and Private Wealth Advisor

Elizabeth Foley
CFP®, CRPC®

Partner and Private Wealth Advisor

Beth Foley has been a financial advisor for almost 30 years, and joined the Hilltop Wealth Solutions team in 2011.

 Learn More About Elizabeth

Elizabeth Foley

CFP®, CRPC®

Partner and Private Wealth Advisor

William Davis

Private Wealth Advisor

Bill Davis has been a financial advisor for more than 20 years, and integrated his practice with Hilltop Wealth Solutions in 2009.

 Learn More About William

Bill Davis

Private Wealth Advisor

Matthew Aurenz
ChFC®, NSSA®

Private Wealth Advisor

Matt Aurenz joined Hilltop Wealth Solutions in 2002 and leads the firm’s investment efforts.

 Learn More About Matthew

Matt Aurenz

ChFC®, NSSA®

Private Wealth Advisor

Cliff Hawkins, ChFC®, NSSA®

Private Wealth Advisor

Cliff Hawkins joined Hilltop Wealth Solutions in 2020 and integrated his practice with the firm.  He has over 15 years of experience and a commitment to providing an exceptional client experience.  Having a client-first mentality is a cornerstone of his belief system.

 Learn More About Cliff

Cliff Hawkins

ChFC®, NSSA®

Private Wealth Advisor

David Phillips

Insurance Planner

David partnered with Hilltop Wealth Solutions in 2022 to serve clients with Insurance Planning as integrated into a wholistic financial plan.

 More About David

David Phillips

Insurance Planner

Support Team

Tawny Holcomb

Client Services Director

Tawny is a Client Relationship Manager in the firm, she works closely with Erik Brenner, Matt Aurenz, Cliff Hawkins and their clients.

 Learn More About Tawny

Tawny Holcomb

Client Services Director

Ashleigh McClure

Client Relationship Manager

Ashleigh is a Client Relationship Manager in the firm, she works closely with Beth Foley and Bill Davis and their clients.

 Learn More About Ashleigh

Ashleigh McClure

Client Relationship Manager

Marla Brenner

Paraplanner

Marla joined the firm in June of 2019.

 Learn More About Marla

Marla Brenner

Paraplanner

Tareq Jallaf

Investment Operations Associate

Tareq plays a critical role in the functioning of our firm by monitoring accounts and investment allocations and managing client systems.

 More About Tareq

Tareq Jallaf

Investment Operations Associate

Jennifer Whitmer

Accountant and Operations

Jennifer joined Hilltop Wealth Solutions in 2014, bringing more than 10 years of accounting experience to the team.

 More About Jennifer

Jennifer Whitmer

Accountant and Operations

Devin Hawkins

More About Devin

Devin Hawkins

Intern

Tax Team

Kimberly D. Williams, MBA

Partner and Accountant

Kimberly D. Williams joined the Hilltop Tax Solutions team in 2020. She has been an accountant over 15 years with an expansive background in multiple industries and taxes. 

 More About Kimberly

Kimberly D. Williams

MBA

Partner and Accountant

Megan Washington

Administrative Assistant
for Tax Services

 More About Megan

Megan Washington

Administrative Assistant 
for Tax Services

Cathy Packard

More About Cathy

Cathy Packard

Tax Preparation Assistant

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A Strategic approach to investing can help you maximize your retirement income while minimizing your taxes.

With no financial incentives, Hilltop helps clients develop a goal-driven plan to do just that.

Schedule a 30 minute call with Hilltop Today!

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INDIANA LOCATIONS:

Mishawaka (Headquarters)
Wealth Solutions

527 Park Place Court,
Suite 100
Mishawaka, IN 46545

Mishawaka
Tax Services

3550 Park Place Court,
Suite 300
Mishawaka, IN 46545

Bremen
Wealth Solutions

105 W. Plymouth St.
Bremen, IN 46506

Chesterton
Wealth Solutions

830 East
Sidewalk Road
Chesterton, Indiana 46304

North Central Indiana
Wealth Solutions

Private meeting rooms: Peru Public Library
102 E. Main Street
Peru, IN 46970

FLORIDA LOCATIONS:

Fort Myers
Wealth Solutions

13420 Parker Commons Blvd.,
Suite 106
Fort Myers, FL 33912

MICHIGAN LOCATIONS:

Royal Oak
Wealth Solutions

333 W. 7th Street,
Suite 250
Royal Oak, MI 48067

CALL US

Wealth Solutions
(574) 889-7526

Tax Services
(574) 208-5001

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Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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