Matthew Aurenz ChFC®, NSSA®
Private Wealth Advisor
I originally decided to join Hilltop because I saw it as an opportunity to channel my passion for finance and investing into serving others. I continue to be inspired by the firm's innovative approach to solving complex financial challenges, moving beyond conventional investment plans. While here at Hilltop, I’ve been able to deepen my knowledge of financial planning, earn financial designations, establish a tax department, provide estate planning solutions, and incorporate top-notch financial tools to meet our client's needs and expectations.
My current role at Hilltop allows me to strategically guide our clients through intricate financial decisions that align with their values, goals, and family legacy. I take joy in forming partnerships with clients and celebrating their successes along the way.
My passion for helping others springs from a deep-seated desire to see people thrive. I find immense fulfillment in serving others, increasing their likelihood of success, and making a positive impact on their lives through comprehensive financial planning.
Credentials
Areas of Expertise: Portfolio management, tax planning, retirement income distribution planning
Education: Bachelor of Science in Finance
Membership: National Social Security Association, LLC
Questions & Answers
Most effective saving tip:
Give, save, spend. Don’t reverse the order.
Who inspires me:
People who have hope in every circumstance.
My favorite things/hobbies:
Running, baseball, golfing, playing guitar
The best piece of advice I've ever been given is:
You can accomplish a lot when you don’t care who receives the credit.
Flashback to when you were 10 years old. What do you want to be when you grow up?
Fire Chief like my grandfather.
Loading ...Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid to any client for such testimonials. Hilltop Wealth Solutions does pay Amplify Reviews, LLC to collect and provide a digital footprint for their client’s testimonials.
