Matt Aurenz joined Hilltop Wealth Solutions in 2002 and leads the firm’s investment efforts. His mission is simple – to help clients achieve their financial goals while providing an outstanding client experience. He seeks to establish realistic expectations with clients and to deliver on those expectations, even if that requires a difficult conversation with them.
Matt is involved in providing portfolio recommendations for clients based on their risk tolerance, time frame and individual goals. He encourages clients’ participation in the investment process. Matt believes consistent education and avoidance of financial jargon can increase the client engagement.
Matt attended Indiana University and the University of Phoenix, graduating with a BA in finance. He also holds the Chartered Financial Consultant designation. When not working he enjoys spending time with his family, traveling, running, and golf. He is also involved in doing missions work and speaking as an adoption advocate.
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