Shaun Fedder - Financial Planning, Investment Strategies & Tax Services

Shaun Fedder

Director of Operations

Shaun Fedder joined the Hilltop Wealth Solutions team in 2019 as Director of Operations and is responsible for the enhancement and implementation of operational processes and procedures as well as having oversight over the technology infrastructure.

Nearly a 20-year veteran of the Wealth Management industry, Shaun has a deep understanding of the unique needs of each client and the service process needed to consistently under-promise and over-deliver expectations. Previously, Shaun held positions as Managing Partner for Client 1st Advisory Group and Vice President of The Northern Trust Company, providing holistic advice to high-net-worth individuals on investments, tax efficiency, retirement strategies, estate planning and comprehensive financial planning.

Shaun was born and raised in South Bend, Indiana and graduated from Indiana University – Bloomington with a B.A. in History, beginning his career in Chicago, Illinois and relocating to Vero Beach, Florida before returning to his hometown. When not working, Shaun enjoys spending time outdoors with his wife Natalie and their two children, Madelynn and Sadie, and volunteering his time with various youth-focused nonprofit organizations.

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.

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