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 ErikCFP®, NSSA®
President, CEO, and Private Wealth Advisor
Elizabeth Foley
CFP®, CRPC®
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 ElizabethCFP®, CRPC®
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 WilliamPrivate 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 MatthewChFC®, 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 CliffChFC®, 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 DavidInsurance Planner
Laura Dennison
Licensed Insurance Agent
Laura Dennison joins Hilltop Wealth Solutions from HealthMarkets where she has worked since 2014 where she served senior citizens in early retirement and Medicare planning.
Licensed Insurance Agent
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 TawnyClient 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 AshleighClient Relationship Manager
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 TareqInvestment 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 JenniferAccountant and Operations
Brenner Ullery
Administrative Assistant
Brenner joined Hilltop Wealth Solutions in 2023 as an administrative assistant after graduating from Murray State University.
More About BrennerAdministrative Assistant
Taylor Nichols
First Impressions Coordinator
Taylor Nichols joined Hilltop Wealth and Tax Solutions in early 2023 as our First Impressions Coordinator. With over 5 years of client support service, she works with many universal vendors planning educational workshops, internal functions, and client events.
More About TaylorFirst Impressions Coordinator
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 KimberlyMBA
Partner and Accountant
Megan Washington
Administrative Assistant
for Tax Services
Megan, the Executive Administrative Assistant at Hilltop’s Tax Solutions office, commenced her career in the tax field in 2019 and has been an integral part of the Hilltop team since.
More About MeganAdministrative Assistant for Tax Services
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